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Dave Alison, CFP®, EA, BPC, Founding Partner of Prosperity Capital Advisors, introduces The Five Pillars of Holistic Wealth Management.

As clients seek more comprehensive financial support, these pillars—Financial Planning, Asset Management, Tax Management, Protection Planning, and Legacy Planning—provide a proven framework for advisors.

Learn how to transition from a transactional service model to a holistic approach, elevate your client experience, differentiate your firm, and grow your business.

Book a call with an Advisor Growth Specialist today: https://c2pe.info/4fYmEUV

00:00 Introduction to Holistic Wealth Management
00:57 Pillar 1: Financial Planning
01:53 Pillar 2: Asset Management
02:36 Pillar 3: Tax Management
03:19 Pillar 4: Protection Planning
03:56 Pillar 5: Legacy Planning
04:36 Conclusion and Call to Action

For financial advisor use only.

Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. Advisor DBA and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and tax services offered through Advisor DBA are not affiliated with PCA. Information received from this video should not be viewed as individual investment advice. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.