Rainmaker Multiplier On-Demand: Recent Episodes
Clarity 2 Prosperity
Host Jason L Smith interviews top experts and financial advisors, delivering compelling content focused on multiplying your: revenue, net profit, lines of business, capabilities, efficiencies, most valuable relationships – and rainmakers.
When it comes to webinars, many advisors focus solely on the handful who attend live while leaving the majority of registrants completely unworked. If you had 80 people register and 8 people booked on your calendar, what are you doing with the other 72 leads you've already paid for? Join host Kalem Mackey, Executive VP and Partner at C2P, as he sits down with Matt Seitz, Chief Marketing Officer at C2P and JL Smith Holistic Wealth Management, as they discuss how to improve your webinar process from touchpoint to follow-up. From mastering the unique challenges of presenting without audience feedback to implementing documented follow-up systems that work every lead, you’ll learn practical ways to transform your webinars from one-time events into systematic lead conversion machines.
Resources:
- Lead generation partners referenced: Eight Digit Media, AFEA, AcquireUp (formerly White Glove)
- Follow-up call service referenced: Pellegrini Team Consulting (Gina Pellegrini)
C2P Advisors Only:
- Coaching and support program referenced: MentorCONNECT
- Content library Platform referenced: C2P Central
Statistics:
- Attendance rates are declining industry-wide due to webinar fatigue and preference for replay viewing
Converting digital leads into clients remains one of the biggest challenges facing financial advisors today, especially with the likelihood that the same leads are being worked by multiple advisors simultaneously. Discover how modern marketing technology stacks powered by AI and automation can transform your lead conversion process. Join host Cary Chaitoff, Vice President of Marketing at C2P, as he sits down with Robert Sofia, founder and CEO of Snappy Kraken, to explore practical strategies for building a growth stack that scales. Discover strategies for enriching lead data, segmenting your audience, and tracking meaningful metrics. Get practical tactics for modernizing your marketing operations and building sustainable growth.
Resources:
- Marketing platforms referenced: Snappy Kraken, FMG Suite, Salesforce Marketing Cloud
- Lead generation platforms referenced: SmartAsset, WiserAdvisor, Zoe Financial, RamseySmartVestor
- Data enrichment platform referenced: Catchlight
Statistics:
- 68% of digital leads are being worked by multiple advisors simultaneously
- Conversion rates on digital leads increase by approximately 71% when prospects are contacted within the first five minutes (Source: Robert Sofia, Snappy Kraken CEO, as stated in episode)
Advisors who contact leads within one to two days of initial engagement see conversion rates up to 60% higher than those who wait a week or more, according to MarketingSherpa. Yet most advisors struggle to implement systematic follow-up processes that capitalize on every lead generated. Join host Matt Seitz, Chief Marketing Officer at C2P, as he sits down with Cary Chaitoff, Vice President of Marketing at C2P, to explore proactive strategies that help turn lead generation into actual business growth. From crafting compelling voicemail scripts to tracking conversion metrics, discover how to build a marketing process that works smarter, not harder, to convert prospects into clients.
Resources:
For C2P Advisors only:
- Marketing services referenced: The Agency at C2P
Statistics:
- 44% of salespeople stop after one follow-up call
- 2% of all sales happen on the first contact across all industries
- Advisors who contact leads within 1-2 days of initial engagement see conversion rates up to 60% higher than those who wait a week or more (MarketingSherpa)
- Industry average: 7-9 touches to convert a lead to a Right Fit Call
AI search is fundamentally changing how prospects discover advisors, and the content strategies that worked six months ago are already obsolete. Join host Matt Seitz, Chief Marketing Officer at C2P, as he continues his conversation with C2P team members, Mila Bennet, Content Writer, and Owen Brodhead, Digital Marketing Manager, fresh from INBOUND—HubSpot's Marketing and Sales conference. Discover how to structure content so AI search engines find you, why online reviews now directly impact your visibility, and how spreading your message across multiple channels keeps you top of mind. From email best practices to video strategy, this episode reveals what separates advisors who get found from those who get overlooked.
Resources:
- Previous podcast episode: Marketing Shifts That Matter: INBOUND Insights for Advisors Part 1
- Conferences Mentioned: HubSpot INBOUND Conference
- CRM Referenced: HubSpot
C2P Advisors only:
- Marketing services referenced: The Agency at C2P
Statistics:
- Three words or less in subject lines with no preview text generates 25% higher open rates
- "Way to" phrasing in subject lines increases open rates by 17-19%
Email marketing is evolving rapidly as Apple introduces new priority placement algorithms and AI search engines reshape how prospects find advisors—strategies that worked last year are already obsolete. Join host Matt Seitz, Chief Marketing Officer at C2P, as he interviews C2P team members, Mila Bennet, Content Writer, and Owen Brodhead, Digital Marketing Manager, fresh from INBOUND – HubSpot’s Marketing and Sales conference. Discover how Apple's email rules are changing inbox strategy, why the shift from SEO to AEO (Answer Engine Optimization) matters for your practice, and how HubSpot's Loop Marketing Framework replaces traditional funnels. Whether you're testing negative emojis in subject lines or optimizing for AI search, this episode offers specific tactics you can implement this week.
Resources:
- Conferences Mentioned: HubSpot INBOUND Conference
- CRM Referenced: HubSpot
C2P Advisors only:
- Marketing services referenced: The Agency at C2P
Mergers & Acquisitions (M&A) headlines and aggregator emails fill our inboxes daily, with deals focused on multiples and valuations. But the financial calculations are the straightforward part. The real challenges lie in understanding your true motivations, assessing whether you have the right skills for growth versus succession, and managing the emotional aspects of partnership or sale. Join host Dave Alison as he interviews Stan Milovancev, CPA, QKA, co-CEO of Prosperity Capital Advisors and C2P, to discuss both the strategic framework for these decisions and the practical insights from Dave's own recent integration experience. Together, they explore the critical questions advisors should address before pursuing any M&A transaction - from avoiding the "muddy middle" trap to developing delegation skills well before you need them.
Resources:
- Organization referenced: Entrepreneurs' Organization (EO) Forum
We've all encountered moments in our careers where we question whether we're maximizing our impact. Discover how one of the industry's most recognized thought leaders transformed from cold-calling struggles into building platforms that serve over 2,100 advisors. Join host Jason L Smith as he sits down with Michael Kitces, CFP®, founder of Kitces.com, Head of Planning Strategy at Focus Partners Wealth and the driving force behind XY Planning Network and AdvicePay. Learn strategies for building subscription-based planning models, implementing scalable business systems, and multiplying your influence impact beyond traditional client service.
- Platform referenced: XY Planning Network
- Software referenced: AdvicePay
- Content platform: Kitces.com
- Podcast referenced: Financial Advisor Success podcast
Statistics:
- Over 20,000 advisors subscribe to Kitces.com member content for continuing education
- XY Planning Network has grown to 2,100 advisors since its 2014 launch
The One Big Beautiful Bill (OB3) represents the largest tax reform opportunity advisors have seen since the 2017 Tax Cuts and Jobs Act. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and Prosperity Capital Advisors, as he interviews Glen Pier, Certified Financial Fiduciary®, BPC, founder of Infinity Wealth Management and C2P founding member, who has doubled his workshop attendance since OB3 passed. Discover how Glen is leveraging these tax changes to re-engage prospects, expand his client base, and position his practice for unprecedented growth, and how you can do the same. From practical marketing tactics to client communication strategies, this episode reveals how top advisors are capitalizing on OB3 to differentiate themselves and capture significant new assets under management.
Resources:
- Training referenced: The Tax Management Journey®
Building the right compensation strategy is one of the most critical investments advisory firms make—after all, people are often your largest expense and greatest asset. Discover how to create compensation models that not only attract top talent but inspire firm-wide growth and long-term commitment. Join guest host Kirsten Schlumbohm as she sits down with Kelli Knudsen, EA, Controller and Head of People and Culture at JL Smith Holistic Wealth Management, to explore their innovative "base plus incentive plus stake in the outcome”— part of the comprehensive approach developed through C2P's Teamwork Movement Practice Management program. Kelli shares practical insights from over a decade of experience implementing and refining these compensation strategies that balance financial stability with performance motivation. Learn how to design compensation plans that get everyone from receptionists to senior advisors invested in your firm's success.
Resources:
- Program referenced: The Teamwork Movement Practice Management Program
- Training referenced: The Teamwork Movement Live Training
Your website is often the first thing prospects see in their search for a financial advisor. You have to make your first impression count if you want to convert that visitor into a client. Discover the essential elements that make financial advisor websites both visually appealing and functionally effective. Join host Cary Chaitoff, VP of Marketing at C2P, as he interviews Missy Shermer, Senior Digital Account Manager, and Owen Brodhead, Digital Marketing Manager, to explore practical strategies for creating websites that convert visitors into qualified prospects. Learn how to optimize your current or future website for both user experience and search engines while navigating compliance requirements in the financial services industry.
Resources:
- Website platform for financial advisors referenced: FMG Suite
- Website analytics tool referenced: Google Analytics
- Design tool referenced: Canva
Statistics:
- 62.54% of global website traffic comes from mobile devices
Are you ready to unlock AI's true strategic potential? Most advisors are stuck using AI for basic tasks, but the real transformation happens when you leverage it as a strategic thought partner. In this follow-up conversation, discover how to overcome compliance roadblocks, build sophisticated AI workflows, and use advanced prompting techniques that can compress months of strategic work into hours. Join host Dave Alison and Matt Seitz as they continue their conversation with Geoff Woods, founder of AI Leadership and author of The AI Driven Leader, exploring real-world applications that go far beyond content creation. From conducting AI-facilitated leadership meetings to building custom enterprise solutions, learn how successful advisors are using artificial intelligence to drive exponential business growth and operational excellence.
Resources:
- Previous episode: Leveraging AI to Lead and Scale: Strategic Applications for Advisors Pt 1
- Book referenced: The AI Driven Leader by Geoff Woods
- AI Leadership: Geoff Woods’ company website
If you’re still using AI for basic tasks like writing emails or taking notes, you’re missing the real opportunity. You could be using AI to help you redesign your entire business model, identify blind spots in your leadership, generate alternative growth strategies in minutes, and more. Join host Dave Alison and Matt Seitz, as they welcome back Geoff Woods, founder of AI Leadership and author of The AI Driven Leader, for an advanced look at strategic AI applications that can transform your practice. Discover how to move beyond the "80% tasks that drive 20% of value" and start leveraging AI for the high-impact work that actually scales your business. From building your own "AI Board of Directors" to using the CRIT framework for prompting, this episode reveals practical approaches successful advisors are using to gain competitive advantage through artificial intelligence.
Resources:
- Geoff Woods website referenced: AI Leadership
- Book referenced: The AI Driver Leader: Harnessing AI to Make Faster, Smarter Decisions.
- Geoff Woods previous episode: AI for Financial Advisors: How to Leverage AI as a Strategic Thought Partner
Standing out in today's saturated financial services market requires more than just being better—it demands being authentically different. Join host Matt Seitz, Chief Marketing Officer at C2P, alongside Cary Chaitoff, Vice President of Marketing, and Chelsea Konst, Marketing Director, as they as they share their biggest takeaways from attending Snappy Kraken’s marketing conference, Jolt! Discover how shifting from reactive to proactive marketing strategies, defining your unique niche, and leveraging digital channels can transform your practice's growth trajectory. From crafting compelling homepage messaging to building meaningful client relationships through personalized data, they’ll reveal how to break through the noise and connect with your ideal prospects.
Resources:
- Conference referenced: Jolt Conference by Snappy Kraken
- Framework referenced: StoryBrand
Statistics:
- 68% of investors under 60 say they made their advisor choice via digital channels (as
- 50% of investors say social media plays a vital role in who they choose as an
- 70% of all advisors lose the next generation of clients
What does it really take to scale your organization without compromising your mission? Join host Kirsten Schlumbohm, Vice President, Head of Annuity Sales at C2P, as she sits down with Kellan Brown, COO and Chief Development Officer of 100 Women in Finance, who's built a 36,000-member network spanning 33 countries with just 17 staff members and 600+ volunteers. Listen as Kellan shares the unfiltered truth about balancing revenue generation with purpose-driven goals. Learn her approach to investing in top performers, how she tailors her message for different global markets, and why saying "no" can be your best growth strategy. Get practical frameworks for team engagement, authentic relationship building, and creating systems that scale without losing personal touch.
Resources:
- Organizations referenced: 100 Women in Finance, YPO (Young Presidents' Organization)
70% of women prefer to work with female advisors. * Learn how to serve your female clients and their complex needs by creating a supportive and welcoming environment where female advisors can thrive. Join host Kirsten Schlumbohm and guest Sheryl Hickerson, CEO of Females and Finance and a pioneer in promoting diversity in financial services. Together they explore Sheryl's unexpected journey into the industry and her mission to empower women in finance and fintech. Throughout their engaging conversation, Sheryl offers valuable insights on building inclusive communities, effective strategies for engaging women in finance, and the future of the industry. She also shares her perspective on marketing to women clients and the importance of allyship in advancing diversity. Tune in to hear Sheryl's unique insights on creating change, embracing discomfort, and the bright future for women in financial services.
*Source
Resources:
- Bowling Alone: The Collapse and Revival of American Communityby Robert D. Putnam
- Females and Finance website
Statistics:
- Women and Wealth: How Advisors Can Address a $30 Trillion Opportunity
- Deloitte study: More women are reaching the C-suite in financial services, but progress is slow
Transform your marketing-to-sales pipeline with proven tracking strategies that drive real results. Join host Matt Seitz, Chief Marketing Officer at C2P as he interviews Andrei Henson, Advisor Growth Specialist, and Desiree Sgro, Business Development Associate at C2P, to reveal the core metrics commonly monitored by successful financial advisors. Discover the critical difference between lead source and booking source tracking, learn how to identify and fix pipeline leaks, and explore the game-changing "qualified not interested" category that's helping advisors nurture prospects more effectively. From attribution modeling to emotional selling techniques, listen in to learn how to optimize your conversion rates and maximize ROI on your marketing investments.
Resources:
- Framework referenced: EOS (Entrepreneur Operating System)
- Process referenced: The Bucket Plan® (Discover, Design, Deliver, Dedicated)
- AI tool referenced: ChatGPT
- CRM platform referenced: HubSpot, Smart Office
- Software referenced: Bloom Growth
- C2P Podcast episode: Maximizing Marketing ROI: How Financial Advisors Can Make the Most of Their Marketing Spend
Statistics:
- Average of 3-5 webinars attended before prospects book initial consultations (referenced from Kitces Marketing Summit 2025)
Financial success on paper doesn't always translate to personal fulfillment or sustainable business growth. Join guest host Kirsten Schlumbohm, Vice President, Head of Annuity Sales at C2P, as she sits down with Tana Kramer, founder of TK Solutions and profitability strategist and guide, to explore how advisors can build wealth that extends far beyond traditional metrics. Tana shares her unique approach to aligning business profitability with personal purpose, offering practical frameworks for advisors who want to grow their practices while maintaining work-life balance. Learn how to create a purpose-driven advisory practice that serves both your clients and your personal goals.
Resources:
- Tana’s private, subscriber-only podcast: Finding Financial Wellness
What if you could triple your hourly rate, become 100% referral-only, and cut your working hours by two-thirds—all within three years? Join host Matt Seitz, Chief Marketing Officer at C2P, as he sits down with Libby Greiwe, a former financial advisor who built a seven-figure practice working just 25 hours per week before successfully selling her firm in 2019. Now host of the Efficient Advisor Podcast, Libby shares the exact systems and strategies that transformed her from working 70-80 hours weekly to achieving sustainable success with maximum efficiency. Learn about the eight core processes that drive referral generation, the power of "scuba diving" versus "snorkeling" in client meetings and why switching from annual reviews to strategy sessions revolutionized her client relationships. Whether you're a solo practitioner or managing a team, Libby provides actionable frameworks for automating, delegating, streamlining, and eliminating activities that don't move the needle forward.
Resources:
- Libby’s podcast: The Efficient Advisor Podcast
Discover practical leadership strategies to help you build a more engaged, productive team while avoiding burnout. Join host Matt Seitz, Chief Marketing Officer at C2P, as he interviews Josh Friberg, Transformational Emcee and Event Designer from Your Event Elevated. Learn how to establish yourself as a trusted leader, empower your team members, and approach difficult conversations constructively. From defining effective leadership traits to implementing communication strategies, this episode covers essential tactics for financial advisors looking to enhance their leadership skills and multiply their impact.
Resources:
- Previous episode with Josh Friberg: Converting Culture into Growth: How Elite Financial Advisors Create High-Performing Teams
- Books referenced:
- Smarter, Faster, Better by Charles Duhigg
- Visioneering: Your Guide for Discovering and Maintaining Personal Visionby Andy Stanley
- Slow Productivity: The Lost Art of Accomplishment Without Burnout by Cal Newport
- Framework referenced: Simon Sinek's Golden Circle
- System referenced: EOS (Entrepreneurial Operating System)
Building a business that thrives with or without your presence is the ultimate test of sustainable success. In this final episode of our short series on The Rainmaker Multiplier book with Jason L Smith, we go behind the scenes of his journey building C2P and JL Smith Holistic Wealth Management. Discover how Jason's businesses not only survived but achieved record-breaking growth during his extended absences for medical leave. Learn the frameworks and organizational health principles that allowed both companies to achieve their most profitable quarters ever while he was recovering from surgery. Join host Matt Seitz, Chief Marketing Officer at C2P, for this revealing conversation about business continuity, leadership development, and building a meaningful legacy in the financial services industry that can last for generations.
Resources:
- Books referenced:
- The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business by Jason L Smith
- The Advantage: Why Organizational Health Trumps Everything Else In Business by Patrick Lencioni
- Free Toolkit: The Rainmaker Multiplier Toolkit (includes bonus chapters and templates)
Identifying, developing, and empowering the right people can make all the difference in building a thriving financial practice. Take it from Jason L Smith, author of The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business. Join host Matt Seitz, Chief Marketing Officer at C2P, as he continues his conversation with Jason on the key themes behind the book and The Rainmaker Multiplier process. Learn how Jason's strategic hires like Jeff Warnkin, CFP, CPA, NSSA, BPC, Senior Wealth Manager, and Bryan Bibbo, AIF, NSSA, BPC, CEPA, now President and CFO, transformed JL Smith through their distinct but complementary strengths. Plus, discover the critical importance of "backstage players" who make everything possible behind the scenes. Tune in to learn more about practical frameworks for talent development, including the proven five-rung advisor career path that has helped numerous financial practices scale successfully.
Resources:
- Books referenced:
- The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business by Jason L Smith
- The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement by Jason L Smith
- Getting Naked: A Business Fable About Shedding The Three Fears That Sabotage Client Loyaltyby Patrick Lencioni
- Process referenced: The Bucket Plan® philosophy
- Training referenced: The Teamwork Movement Live Training
- Free Toolkit: The Rainmaker Multiplier Toolkit (includes bonus chapters and templates)
- The Ensemble Practice program referenced: G2 Leadership Institute
- Business coaching program referenced: Strategic Coach
Discover the origins of the holistic approach that has become the backbone of Jason L Smith’s success formula and now book for financial advisors nationwide. Join host Matt Seitz, Chief Marketing Officer at C2P, as he continues his conversation with Jason L Smith, author of The Rainmaker Multiplier, exploring the foundational concepts that shaped his business philosophy. Jason shares the compelling origin story behind The Bucket Plan®, revealing how a chance remark during a client meeting sparked the creation of this revolutionary financial planning approach. This innovative methodology would later become a cornerstone of The Rainmaker Multiplier philosophy, demonstrating how a client-focused planning system can transform an advisor's practice from simple product sales to comprehensive wealth management.
Resources:
- Book referenced: The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business and The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirementby Jason L Smith
- Process referenced: The Bucket Plan® philosophy
- Free Toolkit: The Rainmaker Multiplier Toolkit (includes bonus chapters and templates)
In this enlightening episode, we continue our behind-the-scenes exploration of Jason L Smith’s book, The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business. Join host Matt Seitz, Chief Marketing Officer at C2P, and Jason himself as they delve into the formative experiences that shaped Jason's approach to wealth management and entrepreneurship. From knocking on doors selling insurance at 19 to building a successful, self-managing firm, Jason shares candid insights about the mentors who guided his journey, and so much more. Discover the crucial balance between "hunters" and "farmers" in a successful advisory practice and why viewing key employees as investments rather than expenses was a pivotal mindset shift in creating the Rainmaker Multiplier philosophy. Whether you're an established advisor or building your practice, this episode offers valuable wisdom on perseverance, team building, and creating a firm that thrives even in your absence.
Resources:
- Book referenced: The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business by Jason L Smith
- Process referenced: The Bucket Plan® philosophy
- Tax planning and management training: Ed Slott and Company’s Advisor Training
- Organization referenced: Strategic Coach
- Free Toolkit: The Rainmaker Multiplier Toolkit (includes bonus chapters and templates)
If something happened today, would your business sustain your family or your legacy without you? In this special episode, C2P's Chief Marketing Officer, Matt Seitz, sits down with C2P founder and CEO Jason L Smith to explore his book, The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business. Listen as he shares the personal wake-up call that inspired the book — his second open heart surgery—and the proven framework he's developed for creating a truly self-managing practice. Discover how to build a business that continues to thrive regardless of your presence while achieving what every successful advisor deserves: the freedom of time, finances, relationships, and purpose.
Resources:
- Book referenced: The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business and The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirementby Jason L Smith
- Organization referenced: Strategic Coach
- Toolkit mentioned: The Rainmaker Multiplier Toolkit (includes bonus chapters and templates)
What does successful networking look like for those in the financial services industry, and why does it matter? It’s more than just attending a mixer and collecting business cards! Join Kirsten Schlumbohm, Vice President of Annuity Sales at C2P, and special guest Julie Pinkerton, CLU, ChFC, LUTCF®, Chief Executive Officer & Managing Member of Evozen. They discuss the importance of networking, becoming referable, and the unique challenges within the industry, particularly for women and minorities. Pinkerton shares her journey from starting in financial services to founding the ClientFirst™ platform, aimed at enhancing the visibility and success of financial professionals by fostering a more inclusive and supportive community. Tune in for insightful strategies to grow your practice and make impactful connections in the financial industry.
Resources
- ClientFirst™ — Digital community platform for financial professionals
- Women in Insurance & Financial Services (WIFS) conference
Sources
- https://www.knoxnews.com/story/money/business/2021/10/14/your-professional-image-starts-great-headshot/5797101001/
Who handles lead generation? Who's responsible for client onboarding? Many advisors struggle with overlapping responsibilities and unclear ownership as their firms continue to grow. Join Matt Seitz, Chief Marketing Officer at C2P, as he talks with C2P founder Jason L Smith, about creating accountability charts — crystal-clear team structures that eliminate confusion and boost productivity. Jason shares his 30-year journey developing a system that prevents responsibilities from falling through the cracks and ensures everyone knows exactly what they own. Learn practical strategies for clearly defining team roles, creating a structure that grows with your practice, and implementing a proven business system that drives sustainable growth.
Resources:
- Training: The Teamwork Movement Live Training
Books:
- Traction: Get A Grip On Your Business by Gino Wickman
- The Hiring Advantageby Gina Pellegrini and Jason L Smith
- The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It by Michael E. Gerber
AI usage is becoming increasingly popular in our industry and for good reasons, with 73% of businesses reporting increased productivity after AI adoption*. But financial advisors face a crucial challenge: how to harness the power of AI without compromising compliance or quality of their original content. Join host Kalem Mackey as he interviews Dustin Anaas, Compliance Analyst at C2P, to explore best practices for AI content creation, regulatory considerations, and practical implementation strategies. Learn how to leverage AI tools like ChatGPT while maintaining your unique voice and staying within compliance guidelines. Tune in for essential insights that can help you enhance your efficiency and client service through AI technology.
Resources:
- AI Tools referenced: ChatGPT, Gemini,CoPilot, Zocks
- Learning resource mentioned: Section School Courses on AI
- Previously Recorded AI Podcast episode: AI For Advisors: How to Boost Efficiency and Closing Ratios with Zocks
*https://www.mckinsey.com/capabilities/quantumblack/our-insights/the-state-of-ai**
While many holistic advisors may excel at creating comprehensive plans for clients' long-term care, health insurance, and retirement lifestyle needs, they often neglect these same considerations in their own lives. In this episode, host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, sits down with Rebecca Bloom, author and founder of When Women Get Sick, to address a critical blind spot for financial advisors: their own health advocacy. From building your healthcare support team to effective communication with medical providers, this episode delivers actionable advice for female financial advisors who often prioritize their clients' well-being over their own health. Learn how to advocate for yourself in medical settings, manage the emotional journey of illness, and apply the same strategic planning skills to your health that you use in your financial practice.
Resources:
- Book: When Women Get Sick: An Empowering Approach for Getting the Support You Need by Rebecca Bloom
- Website: WhenWomenGetSick.com
Statistics:
- Research shows women's pain is often underestimated by healthcare providers
- Recent studies confirm many pain medications don't work as effectively for women as for men
- Women tend to be financially under resourced compared to men.
Despite decades of diversity initiatives, women represent only 20-25% of financial professionals. In this forum by A Woman’s Clarity®, host Kirsten joins industry trailblazers, Lindsay Lewis, MBA, CHFC®, CFP®, Managing Director & Chair for Center for Women at The American College of Financial Services, and Alanah Phillips, founder of Advisor Launch Lab and Break Up With Your Broker Dealer, to explore strategies to help women thrive in this industry. Collectively they share personal insights on building professional networks, leveraging education for career advancement, and creating a supportive community of like-minded professionals. Learn how successful female advisors have navigated industry challenges, the importance of developing a personal brand, and why authenticity is crucial for connecting with clients and colleagues. Whether you're established in your financial services career or considering entering the field, this episode delivers practical guidance on building confidence, advocating for yourself, and developing meaningful professional relationships that can transform your career trajectory.
Resources:
- Women's professional development: American College's Center for Women
- Continuing education platform: Knowledge Hub Plus
- Mentorship program: FinServe Foundation
- Industry networking organizations: Financial Planning Association (FPA,) National Association for Fixed Annuities (NAFA), Women & Finance (WIFS), National Association of Personal Financial Advisors (NAPFA)
- Educational content: Reshma Saujani's commencement speech on imposter syndrome
Statistics:
- Women represent only 20-25% of financial professionals, a number that hasn't significantly changed in two decades
- Professionals with one designation experience 13% higher growth in earnings and 35% higher client retention
- Adding a second designation increases these numbers to 19% higher earnings growth and 45% higher client retention
- 16% of female professionals with designations receive client referrals
- 76% of individuals believe mentorship would help them professionally, but only 37% have mentors
- One-third of financial advisors (approximately 100,000) plan to retire in the next decade
Discover how implementing Zocks AI platform for financial advisors can transform your practice by streamlining client meetings, improving documentation, and enhancing follow-up communications. In this episode, host Cary Chaitoff, VP of Marketing at C2P, is joined by Mark Gilbert, Co-Founder & CEO of Zocks Communications, and Jim Hardeman, EVP of Product at Zocks. Fred Lowry, CRC® also contributes to the conversation as a practicing financial advisor with BrightPath Wealth Advisors who has successfully integrated Zocks into his practice. Learn how this compliance-approved AI solution can capture detailed meeting notes, generate personalized client communications, and automate form completion while maintaining strict security and privacy standards. Whether you're looking to increase your closing ratio, free up valuable time, or enhance client service, this episode will show you the many ways you can implement this powerful technology in your advisory business.
Resources:
- AI Platform for Financial Advisors: Zocks
If you’re an accomplished professional who often doubts your abilities or achievements, you’re probably experiencing a condition referred to as Imposter Syndrome.
Join host Kirsten Schlumbohm for a profound discussion with Kelly Barnard, a seasoned life coach and self-proclaimed “recovering workaholic.” Together they delve into the depths of Imposter Syndrome, exploring its realities and outlining pathways to overcoming its grasp.
Tune in to understand the intricate layers of self-doubt that many professionals navigate, offering insights and strategies to reclaim one’s sense of “enough-ness” and worthiness.
Discover why timing, patience, and personalization are the true keys to email marketing success in financial services. In this episode, host Matt Seitz, Chief Marketing Officer at C2P, and guests, Angel Gonzalez, CMO and co-founder of Snappy Kraken, Kendal Wilde, Relationship Manager at Snappy Kraken, and Cary Chaitoff, VP of Marketing at C2P, share their collective expertise on creating effective email campaigns that drive engagement and conversions. Learn why focusing on metrics like open rates might be steering you wrong, and how shifting to a long-term nurture mindset could transform your prospect conversion rates. From practical segmentation strategies to proven tactics for growing your email list, this in-depth discussion provides a clear framework for customizing your email marketing strategy.
Resources:
- Email Marketing Platform: Snappy Kraken
- Marketing Agency for Financial Advisors: The Agency at C2P
Statistics:
- Optimistic and positive subject lines consistently achieve higher open rates
- Personalized, segmented campaigns show significantly higher engagement rates than generic broadcasts
When it comes to measuring your marketing return on your investment (ROI), ask yourself: is what you’re doing worth the time and money you’re spending on it? How do you know? In this episode, host Matt Seitz, Chief Marketing Officer at C2P, sits down with Cary Chaitoff, Vice President of Marketing at C2P, to break down the true meaning of ROI for financial advisors. They discuss how to measure marketing success beyond just ad spending, the importance of establishing internal processes before spending anything on new leads, and how different marketing tactics impact client acquisition. Whether you're looking to optimize your current strategies or are just getting started with marketing, tune in to learn how to build a more efficient, results-driven marketing plan that drives growth.
Resources:
- Marketing & Automation Platforms: FMG Suite, Broadridge, Snappy Kraken
- Website Analytics & Tracking: Google Analytics
- Advisor Webinar and Seminar Providers: American Financial Education Alliance (AFEA), White Glove
Statistics:
- 65% of financial advisors lack a formal lead nurturing strategy
- Advisors who track both lead source and booking source see a higher marketing ROI by optimizing conversion paths.
- High-net-worth clients are more likely to engage via educational webinars and targeted digital content rather than cold outreach.
Trying to move up the ladder as a woman in financial services or offer support to those who are by fostering a more inclusive environment? Join Kirsten Schlumbohm and Lindsey Lewis, MBA, CHFC®, CFP®, Executive Director and Chair at The American College for the Center of Women in Financial Services, as they continue their insightful conversation about empowering women and minorities in the financial industry. In part two of this episode, she emphasizes the importance of education, mentorship, and understanding the diverse landscape of financial services roles. Lindsey also discusses her personal definition of success, which involves balancing different aspects of life and surrounding herself with a supportive "village." With wisdom and authenticity, she offers advice for women considering a career in financial services - know yourself, find a mentor, and claim your seat at the table.
Resources:
- The American College of Financial Services
- State of Women in Wealth Management Report 2023
Statistics:
- Buy Back Your Time by Dan Martell
- The Book of Boundaries by Melissa Urban
- Four Thousand Weeks: Time Management for Mortals by Oliver Burkeman
Whether you’re a woman trying to find your footing in the financial space or a firm looking to become more inclusive to female clients and employees, consider this: small changes lead to big results! Host Kirsten Schlumbohm engages with Lindsey Lewis, MBA, CHFC®, CFP®, Executive Director and Chair at The American College for the Center of Women in Financial Services, to shed light on enhancing diversity, equity, and inclusion in the financial sector. They explore Lindsey's journey from a finance professional to an academic leader, her innovative work at The American College, and the pressing need for more women in financial services. The discussion offers insights into overcoming systemic barriers and fostering a more inclusive environment. They also touch on Lindsey's contributions to curriculum development aimed at representing diverse financial needs. Don’t miss this episode on the future of financial services and the role of women in shaping it!
Resources:
- The American College of Financial Services
- State of Women in Wealth Management Report 2023
Statistics:
- Buy Back Your Time by Dan Martell
- The Book of Boundariesby Melissa Urban
- Four Thousand Weeks: Time Management for Mortals by Oliver Burkeman
A strong team culture can significantly enhance your practice's productivity and retention. But how do you build one that attracts top performers and drives sustainable growth? Discover the strategic frameworks that transform average teams into growth engines for your practice. Join host Kalem Mackey, CFP®, BPC, Executive Vice President at C2P, and guest, Josh Friberg, a highly skilled exchange facilitator, as they reveal how elite advisory firms use culture to accelerate acquisitions, boost client retention, and create sustainable competitive advantages. Whether you're leading a small team or managing multiple locations, this episode delivers proven systems for building a culture that becomes your firm's most valuable asset.
Resources:
Books:
- Supercommunicators by Charles Duhigg
- The ONE Thing: The Surprisingly Simple Truth About Extraordinary Results by Gary Keller and Greg Papasan
- Slow Productivity: The Lost Art of Accomplishment Without Burnout by Cal Newport
- Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by Dan Sullivan and Dr. Benjamin Hardy
- Essentialism: The Disciplined Pursuit of Less by Greg McKeown
- Extreme Ownership: How U.S. Navy SEALs Lead and Win by Jocko Willink and Leif Babin
- Leaders Eat Last: Why Some Teams Pull Together and Others Don't by Simon Sinek
- The 21 Irrefutable Laws of Leadership: Follow Them and People Will Follow You by John Maxwell
- Start with Why: How Great Leaders Inspire Everyone to Take Action by Simon Sinek
- The 7 Habits of Highly Effective People: Powerful Lessons in Personal Changeby Stephen R. Covey
- The 4 Disciplines of Execution: Achieving Your Wildly Important Goals by Chris McChesney by Chris McChesney
Podcast:
- Episode 115: Supercommunicators with journalist Charles Duhigg
Video:
- Big Think+ interview with Cal Newport
Statistics:
- Remote work productivity increases 22% on average when properly managed and supported
- 80% of team members select flexible scheduling over additional compensation when given the choice
Start your year with a proven approach to setting and achieving meaningful practice goals. Learn time-tested methods for turning vision into reality in this episode hosted by Matt Seitz, Chief Marketing Officer at C2P, featuring Gina Pellegrini, founder and CEO of Pellegrini Team Consulting and Tony Engrassia, LUTCF®, NSSA®, CFF ®, the founder of Wealth Management Strategies, Inc. Through real-world examples and practical frameworks, you'll learn how to set both personal and professional goals that align with your three-year vision, create effective accountability systems, and maintain momentum throughout the year. Whether you're a solo practitioner or leading a team, this episode provides the blueprint for making 2025 your most successful year yet!
Resources:
- Business Tools: EOS (Entrepreneurial Operating System)
- Consulting Services: Pellegrini Team Consulting, Strategic Coach
- Professional Organizations: Million Dollar Round Table (MDRT)
- Business Frameworks: Strategic Freedom Process™
Looking to enhance the quality of your AI outcomes and your overall experience? It all comes down to how you write your prompts. Join host Jason L Smith and guest Dave Alison, FP®, EA, BPC, founder and CEO of Alison Wealth Management, as they reveal the components of good prompt engineering, with additional AI insights from Maddy Grimm, Content Writer and Strategist at C2P and C2P’s marketing agency. Listen as Dave and Maddy share real examples of how they're using these tools to write better client emails, create engaging website content, and explain complex strategies more clearly. You'll learn practical ways to get the most out of AI tools, including how to ask the right questions and protect client information. Whether you're just getting started with AI or looking to use it more effectively, you'll walk away with specific strategies you can start using in your practice today.
Resources:
- AI Recommended Platforms: ChatGPT, Claude AI
- Website and content management platform: FMG Suite
- Book: The AI-Driven Leader: Harnessing AI to Make Faster, Smarter Decisionsby Geoff Woods
- Training: Geoff Woods AI consulting programs
With the onset of Medicare’s open enrollment period, host Matt Seitz, Chief Marketing Officer at C2P, and guests are here to discuss this timely topic and the value of having a Medicare specialist on your financial advisory staff. Tune in to hear expert insights from guests, Ashley Leibowitz, CEO of Assure All Insurance, and Gary Pelfrey, Director of Business Development and the Medicare specialist at JL Smith Tax & Wealth Planning. You’ll learn the importance of integrating Medicare planning into holistic financial advising, the challenges clients face in navigating Medicare, and how having an expert in house can give your firm a competitive edge, while acting in the best interest of your clients.
Trying to leverage email marketing to follow up with leads? Learn how to harness the untapped potential of email marketing to captivate prospects, cultivate valuable relationships, and propel your financial advisory business to new heights. Join C2P members, Matt Seitz, Chief Marketing Officer, and Cary Chaitoff, VP of Marketing, as they share practical tips and proven strategies to help you create compelling campaigns, segment your audience, and boost conversions. Whether you're an email marketing novice or a seasoned pro seeking to sharpen your edge, listen for game-changing insights you can deploy immediately to supercharge your lead generation and client acquisition efforts.
Resources:
- Email marketing platforms: FMG, Broadridge, Snappy Kraken, Constant Contact, MailChimp, Zoho
- Advanced marketing automation: HubSpot, ActiveCampaign, Act-On
Statistics:
- 65% of marketers don't have a lead nurturing strategy in place.
- Using "video" in subject lines boosts open rates.
- Starting subject lines with "most" increased open rates by 24%.
Looking for ways to showcase your firm's community impact with purpose and authenticity? Whether you're just starting your philanthropic journey or looking to better communicate your existing charitable work, listen in for actionable insights on integrating charitable work into your firm's brand without appearing self-serving. Hear from host Matt Seitz, Chief Marketing Officer at C2P, as he interviews Darrin McComas of Evergreen Wealth Advisors, Chelsea Konst, C2P's Content Marketing Manager, and Nikki Glynn, Director of Marketing at JL Smith. Discover how to. Learn proven strategies for integrating charitable activities into your firm's marketing plan, crafting compelling stories about your community impact, and building deeper connections with clients through genuine community involvement.
Resources:
- Book referenced: Building a StoryBrand: Clarify Your Message So Customers Will ListenBy Donald Miller
Struggling to navigate the increasingly complex world of SEC marketing regulations? Join host Matt Seitz, Chief Marketing Officer at C2P and C2P compliance analysts, Dustin Anaas, and Kerry Darrington, in this special Halloween episode as they unmask the frightening realities of recent SEC marketing rule violations. From mid-sized RIAs facing $325,000 fines to self-reporting firms hit with penalties up to $50 million, discover how to protect your practice while maintaining effective client communications. Whether you're concerned about testimonials, off-channel communications, or third-party endorsements, this episode provides actionable strategies to help keep your marketing compliant.
Resources:
- Texting platform referenced: MyRepChat
- CRM platform referenced: Redtail Speak
- Compliance platform referenced: Smarsh archiving
- U.S Securities & Exchange Commission: SEC.gov | SEC Charges Nine Investment Advisers in Ongoing Sweep into Marketing Rule Violations
- SEC’S WhatsApp Crackdown: SEC's WhatsApp Crackdown Has Created Industry 'Uncertainty,' Attorneys Say (fa-mag.com)
- Fiscel Year 2025 Examination Priorities: FY2025 Division of Examinations Examination Priorities (sec.gov)
Statistics:
- Marketing rule violation fines: $50,000 to $325,000 for mid-sized RIAs
- Off-channel communication penalties: Up to $50 million for self-reporting firms
- Affected firm sizes: $1-4 billion in assets under management
Are your traditional marketing approaches failing to attract new ideal clients? Join host Matt Seitz, CMO at C2P, and guest Alanah Phillips, founder of Advisor Launch Lab, as they reveal why authenticity is your secret weapon in today's crowded advisory space. Whether you're an established advisor looking to break through a plateau or a newer advisor building your foundation, you'll discover why your personal story and genuine interests could be the key to unlocking your next phase of growth. Listen in as they share practical strategies for turning your authentic personal brand into a client magnet, plus specific tactics that become available when you have the marketing freedom of an RIA.
Trying to streamline your current gift-giving process? Or discover fresh ideas to enhance your client relationships? Join guest host Kirsten Schlumbohm, VP of Annuity Sales at C2P, along with marketing specialists, Colleen Mansmith from Hammer Financial Group, and Suzanne Scheiman from JL Smith Holistic Wealth Management, as they share proven strategies for impactful client gift-giving. Learn how to leverage technology, personalization, and local partnerships to create memorable client experiences while staying compliant. Discover how thoughtful gift-giving can strengthen client loyalty, generate referrals, and differentiate your practice in today's competitive landscape.
Resources:
- CRM Systems Referenced: Redtail, Levitate
- Gift Services Referenced: Snappy Gifts, Cheryl's Cookies, Amazon Business
- Communication Tools Referenced: BombBomb, ChatGPT
Struggling to keep up with the latest marketing strategies? Join host Matt Seitz, Chief Marketing Officer at C2P, and guest Missy Shermer, Senior Digital Account Manager at C2P, as they unpack key takeaways from HubSpot's INBOUND Conference — a premier event for marketing, sales, and customer success professionals. This year, C2P sent a team to gather insights that could transform how financial advisors connect with clients and prospects. Listen in as they discuss the latest email marketing tactics, the power of "lo-fi" social media content, and the evolving landscape of SEO. Tune in to learn practical strategies to enhance your digital presence, create more effective content, and help grow your practice.
Resources:
- AI Tools Referenced: ChatGPT, Claude
- CRMs Referenced: HubSpot, Salesforce
- Conferences Mentioned: HubSpot INBOUND Conference
- Webinar platforms mentioned: American Financial Education Alliance (AFEA), Eight Digit Media
C2P Advisors only:
- Marketing services referenced: The Agency at C2P
Statistics:
- Websites with a blog generate 75% more organic search traffic and almost 12% more repeat customers.
- Open rates drop 2-3% each week, starting 6 weeks prior to an election.
- Click-through rates drop 25% starting in October (in election years).
- Content is downloaded 22% less if it has the current year (2024) in it starting September 1st of that year.
- Capitalizing one word that isn't the first word in the subject line increases open rates by 18%.
- 72% more likes and comments can be found on LinkedIn by using "lo-fi" content as opposed to heavily produced content.
Is your business growth beginning to plateau? The reason may lie in an unexpected place - your management style. Join host Matt Seitz, CMO at C2P, and guest Art Snarzyk III, President and Chief Turnover Terminator at Interview Advisors, as they discuss how your management style could be impacting your team's success and what to do about it. Listen in as they discuss diverse management styles, emotional intelligence, and personality assessments tailored for financial professionals. You’ll discover how aligning your management style with your firm's culture can create a more productive environment, driving client satisfaction and AUM growth. Tune in to learn practical strategies to refine your leadership, improve team dynamics, and reduce advisor turnover.
Resources:
- Assessment Tools Referenced: DISC, Kolbe A™ Index, Myers-Briggs Type Indicator® instrument
- Book Referenced: The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement
C2P Advisors only:
- Mentor Call portal referenced: MentorConnect
The key to new business acquisition isn’t the newest seminar strategy or social media post — it’s growing your revenue within your existing client base. Discover how to boost client retention, increase revenue, and provide comprehensive financial solutions through effective cross-selling techniques and a unified advisor approach. Join host Kalem Mackey, and guests, Rob LaCivita, Chief Operating Officer at JL Smith Holistic Wealth Management, and Chad Weigl, CFF, BPC, Senior Wealth Manager at JL Smith, to learn the strategies that have put them on track this year to bring in over $150 million of new client assets. Tune in to learn how these powerful strategies can transform your business and deliver exceptional value to your clients.
Resources:
- CRM systems referenced: Redtail, Smart Office
- Financial planning process referenced: The Bucket Plan®
- Organizational system referenced: EOS (Entrepreneurial Operating System)
As a financial advisor, compliance and content creation go hand in hand. In this insightful episode, host and Chief Marketing Officer of C2P and Prosperity Capital Advisors, Matt Seitz, engages with Dustin Anaas, Compliance Analyst at Prosperity Capital Advisors, to explore the often-overlooked realm of compliance in financial marketing. Anaas, who reviews thousands of pieces of advisor content yearly, talks about the importance of substantiating claims in financial content, common pitfalls in marketing language and how to avoid them, strategies for using AI, and how to make your content stand out in the crowd.
So, you know you want to start growing your firm with the right people. How can you set yourself up for success? In this follow-up episode, host Matt Seitz, Chief Marketing Officer at C2P, welcomes Art Snarzyk, President and Chief Turnover Terminator at Interview Advisors, to explore the behavioral dynamics of successful mentor-mentee relationships. Art shares insights on matching mentors and mentees, setting clear goals, and creating the proper culture within your firm. Discover how to leverage these connections to drive personal and professional growth. Whether you're a seasoned advisor looking to give back or a rising star seeking guidance, tune in for this episode that builds on our former episode with Peter Lynch, CPA®, President, Retirement Tax Specialist, and Investment Advisor Representative, and his mentee, Corey Shevlin, BPC, Investment Advisor Representative, at Lynch Financial Group.
Resources:
- Part 1: Coffee Break with C2P: Building a Thriving Practice Through Mentorship & Thought Leadership
- Training referenced: The Teamwork Movement, formerly the Advisor Career Path & Compensation Program
- InnerView Advisors Assessment Referenced: Teamworks Program
For C2P Advisors:
- Mentor call portal referenced: MentorConnect
Video marketing dominates the digital landscape, with 90% of businesses using it and 70% of non-users planning to adopt it in 2024*. Discover best practices and tips to help you create compelling content and effectively reach your target audience through video marketing. Join host Matt Seitz, Chief Marketing Officer at C2P, as he interviews Cary Chaitoff, VP of Marketing, and Ericca Rivera, Paid Advertising Specialist, from C2P. Learn strategies for creating compelling video content, implementing effective targeting, and maximizing lead generation. From YouTube best practices to Facebook video strategies, this episode covers essential tactics for financial advisors looking to thrive in the digital landscape.
Resources:
- YouTube channel referenced: Dave Alison's YouTube channel
- Software referenced: Canva
- Platform referenced: Fiverr
Statistics:
- Video traffic is projected to rise to 74% of total smartphone internet traffic by the end of 2024.
- Viewers retain 95% of a message when received via video, compared to just 10% when read in text.
* https://www.wyzowl.com/video-marketing-statistics/
Prospects often research financial advisors before seeking advice. Standing out as a thought leader can make you their top choice. Join host Matt Seitz, Chief Marketing Officer at C2P, as he interviews Jeannette Bajalia, senior wealth manager at JL Smith, speaker, author, and founder of Woman's Worth LLC. Jeannette shares her journey from corporate executive to financial advisor, revealing strategies for creating a powerful personal brand focused on serving women. Discover how to identify your niche, develop a unique brand, and align core values with your business. Tune in for valuable insights on building authentic client relationships and integrating your brand into client interactions.
Resources:
- Jeannette Bajalia's company: Woman's Worth LLC
Discover how artificial intelligence (AI) can transform your business by giving you the opportunity to focus your strategic efforts where it matters most. Join host Dave Alison, as he chats with Geoff Woods, founder of AI Leadership and author of The AI Driven Leader. Together they explore AI's game-changing potential for financial professionals, offering practical insights on harnessing AI to boost strategic thinking and client service. Learn about AI integration success stories, overcoming common hesitations, and navigating privacy concerns. Tune in for valuable advice on becoming an "AI-driven leader" and thoughtfully integrating AI to enhance your business operations and client relationships.
Resources:
- Geoff Woods website referenced: AI Leadership
- Book referenced: The AI Driver Leader: Harnessing AI to Make Faster, Smarter Decisions.
- AI software referenced: ChatGPT
- AI software referenced: Microsoft Co Pilot
- John D. Rockefeller Bio
Statistics:
- https://www.mckinsey.com/~/media/mckinsey/featured%20insights/Digital%20Disruption/Harnessing%20automation%20for%20a%20future%20that%20works/MGI-A-future-that-works-Executive-summary.ashx
- https://www.noemamag.com/mapping-ais-rapid-advance/
Struggling to convert leads into clients for your financial advisory firm? Discover how implementing effective lead nurturing strategies can help you make the most of your marketing dollars and transform your business. Join Kalem Mackey, Executive Vice President at C2P, as he chats with Andrei Henson, Advisor Growth Specialist, and Desiree Sgro, Business Development Associate at C2P. Together they share strategies for creating impactful lead nurturing campaigns, structuring follow-up processes for mutual benefit, and fostering long-term client relationships. Tune in for practical advice on leveraging lead nurturing in your practice to develop a thriving client base that helps grow your firm.
Struggling to find and develop new talent for your financial advisory firm? Discover how implementing an internship program can transform your business. Join Kalem Mackey, Executive Vice President at C2P, as he chats with Greg Hammer, President and CEO of Hammer Financial Group, and Emily Agresta, a former intern turned successful financial advisor at Hammer Financial Group. Together they share strategies for creating impactful internships that identify and nurture future advisory talent, structure programs for mutual benefit, and foster career progression. Tune in for practical advice on leveraging internships in your practice to develop the future advisors of your firm.
Do you lack the time and infrastructure to onboard new advisors at the rate your firm needs? Discover how to leverage Learning Management Systems (LMS) for efficient advisor onboarding and development. Join guest host Jennifer Mackert, Chief Operating Officer at C2P, Carl Smith, Ambassador and Mentor at C2P, with guests: James DeLucia of Quest Capital & Risk Management, and Jonathan Medina, of Delello Wealth Management, as they discuss C2P Central's LMS and its role in training new financial advisors. Learn about overcoming onboarding challenges, essential course topics, personalized learning paths, and the importance of mentorship. Gain insights on continuous learning, resource maximization, and career development in the financial advisory field. Tune in for practical advice on effectively training the next generation of advisors using LMS technology.
Resources:
- Book Referenced: You Can't Teach a Kid to Ride a Bike at a Seminar : The Sandler Sales Institute's 7-Step System for Successful Selling
- Training Referenced: The Bucket Plan® 1.0
- Training Referenced: The Tax Management Journey®
For C2P Advisors Only;
- C2P’s LMS: C2P Central
- C2P MentorCONNECT
Discover how video marketing can transform your financial advisory practice with host Cary Chaitoff, Vice President of Marketing at The Agency at C2P, and guests Dave Alison, CFP®, EA, BPC, founder and CEO of Alison Wealth Management, and Elizabeth “Betsy” Larson, WMCP®, BPC, financial consultant at Special Needs Advanced Planning. Listen in as these successful financial professionals share their strategies for leveraging video content to grow their businesses, educate clients, and establish thought leadership in their niches. Learn about equipment essentials, content creation tips, and how to effectively reach your target audience through video. Whether you're just starting with video or looking to optimize your existing strategy, tune in for actionable insights on harnessing the power of video to enhance your marketing efforts and grow your financial advisory business.
Resources:
- C2P Resource: Podcasting/Video Equipment Guide
- Dave’s Suggested Video Recording Software: Riverside
- Estate Planning Tool: Wealth.com
- AI Video Editing Tool: Opus AI
- Video Email Software: Bomb Bomb
- Video Editing Freelancers: fiverr
- AI Video to Text Tool: loom
Statistics:
Why Video Captions Are Key to Greater Engagement and Showing Up in More Searches | Crisp
As the numbers and ranks of advisors at broker dealers continues to decline while the number of RIAs grow,* maybe it’s time to consider if you’re in the right space to serve your clients and conduct your business. Join guest host, Kirsten Schlumbohm, Vice President, Head of Annuity Sales at C2P, as she speaks with recruiter, speaker, and self-proclaimed “broker-dealer breakup artist,” Alanah Phillips, MBA, as they discuss the growing trend towards RIA independence, why advisors are making this shift, and how to make the shift successfully. Together they explore the pros and cons of different business models, common transition obstacles, and how to recognize when it's time for a change. Alanah shares her process for helping advisors find the right fit and real success stories that emphasize the importance of aligning your business structure with your personal goals and risk tolerance. Tune in for valuable insights whether you’re a financial advisor considering a transition or looking to better understand the changing dynamics of the industry.
*Source: https://c2pe.info/4bM44Mh
Resources:
- Alanah’s website: Break Up With Your Broker-Dealer
- Free C2P eBook: Broker-Dealer vs Registered Investment Advisor
Offering a key to your castle may be the key to growing your firm and securing your succession. Explore how mentorship is crucial for shaping successful advisory firms and developing future industry leaders. Host Matt Seitz, Chief Marketing Officer at C2P, leads the discussion with special guests Peter Lynch, CPA®, President, Retirement Tax Specialist, and Investment Advisor Representative, his mentee Corey Shevlin, BPC Investment Advisor Representative, both of Lynch Financial Group, and Carl Smith, founding partner and advisor ambassador of C2P. Join this experienced panel as they discuss the importance of and their success with, leveraging the knowledge of thought leaders and participating in mentorship opportunities to grow and scale their business. Whether you’re an established advisor aiming to build your legacy or an up-and-comer seeking guidance, tune in for invaluable wisdom on cultivating impactful mentoring relationships.
Resources:
Strategic Coach
Ed Slott's Elite IRA Advisor Group
Maximizing Your PotenTransforming your business may require transforming yourself…starting with a morning routine. Join host Matt Seitz, Chief Marketing Officer at C2P, as he sits down with Hal Elrod, the renowned author and creator of The Miracle Morning, to discuss his journey from personal tragedy to creating a transformative morning routine he credits to all his success. They explore how morning rituals can significantly enhance productivity, mindset, and overall well-being. Hal breaks down the SAVERS acronym, explaining the six key practices and their benefits. Tune in to learn practical tips on integrating The Miracle Morning into your daily routine to achieve greater success and a balanced, fulfilling life personally and professionally as a financial advisor.
Resources:
- The Miracle Morning
- Transcending the Levels of Consciousness: The Stairway to Enlightenment
- Personal Development for Smart People: The Conscious Pursuit of Personal Growth
- Steve Palina’s Blog
Statistics:
- The Miracle Morning
One reason lead generation strategies appear to be down across the board in our industry is because the market is becoming saturated with the same messages. Learn how to break through the clutter of the crowded advisory space and stand out with part 2 of this marketing series. Join host Matt Seitz, Chief Marketing Officer at C2P, as he continues the discussion on lead generation strategies for financial advisors with Cary Chaitoff, Vice President of Marketing and head of the marketing agency at C2P. Together they discuss the current challenges of lead generation, emphasizing the importance of defining success, targeting niches, and creating unique messaging to stand out in a crowded market. Cary and Matt also explore how to effectively nurture leads across different engagement levels, leveraging digital tools like Facebook Instant Forms and the power of podcasts for ongoing client interaction. Tune in for actionable insights on how to adapt your marketing strategies to maintain momentum and grow your client base in a competitive market.
Resources:
- Mastering Lead Generation and Conversion In An Evolving Landscape Part 1
- The Bucket Plan; How to Grow And Protect Your Assets For A Worry-Free Retirement
- How to Generate Leads and Boost Credibility With a Podcast
Your clients can be your biggest cheerleaders. Giving them a special event experience to remember, brag about, and bring a friend to, is a great way to strengthen your existing relationships and secure more referrals. Join guest host Matt Seitz, Chief Marketing Officer at C2P, as he talks with Grace Nicholson, Lead Advisor and Owner of Akamai Advisors, and Nikki Glynn, Marketing Director at JL Smith, about the power of hosting client events. They discuss creative strategies for hosting unique and engaging events that enhance client relationships and generate referrals. Grace shares her success with women-focused retreats, while Nikki highlights innovative event ideas such as cooking classes and sailing excursions. Tune in to learn how to plan impactful events that resonate with your clients and prospects.
Lead generation strategies appear to be down across the board in our industry. Does this mean they no longer work? Not necessarily. Join host Matt Seitz, Chief Marketing Officer and Cary Chaitoff, Vice President of Marketing at C2P as they discuss lead generation strategies and tactics for financial advisors and how to manage expectations given the current market conditions. Their conversation highlights the importance of understanding market trends, nurturing leads, and utilizing innovative marketing tactics and lead generation platforms like Snappy Kraken and FMG Suite, and more to maintain a robust sales pipeline. Tune in to learn actionable insights on nurturing leads through content marketing and personalized messaging across different engagement levels.
Resources:
- Snappy Kraken
- FMG Suite
- Catchlight: Prospecting & Marketing Growth for Advisors
There will come a time when continuing to serve the needs of smaller accounts or those outside of your target audience will no longer serve the needs of your firm. In this Coffee Break with C2P, host Jason L Smith discusses the challenges of managing small accounts as your firm grows and the benefits of setting account minimums. Joined by Bryan Bibbo, AIF, NSSA, BPC, Lead Advisor, President, and CFO at JL Smith Holistic Wealth Management, and Greg Hammer, CEO and President of Hammer Financial Group, they explore the financial strain of servicing small accounts and how strategic client reallocation can enhance your firm’s efficiency, maintain service quality while managing costs, and ensure a sustainable work environment. Additionally, they provide practical solutions for communicating with and offboarding smaller accounts.
Despite providing a reliable stream of retirement income, few clients may purchase annuities due to common misconceptions. Help them make informed decisions regarding annuities with powerful insights from host, Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, and special guests, Stoyan Petev, CFA, CFP®, CLU, ChFc, Senior VP of Advanced Markets at C2P, Eric Langenfeld, RICP®, BPC, Vice President of Annuity Sales at C2P, and Greg Hammer, CEO and President of Hammer Financial Group. Join this group of annuity specialists as they bust common myths about annuities around complexity, fees, liquidity, and more. You'll also learn best practices for matching annuity types to client needs and measuring their performance across market conditions. Tune in to learn the true value of annuities and tactics to overcome objections.
Just like you don’t ask your date to marry you on your first meeting, you can’t expect new leads to become engaged clients without cultivating a relationship. Lead generation is a critical component to growing your business, but it has to be used correctly to see results. Join C2P's marketing team members, Matt Seitz, Chief Marketing Officer, special guest Cary Chaitoff, Vice President of Marketing, with additional insights from Ericca Rivera, Paid Advertising Specialist & Social Media Coordinator, to learn the true meaning of lead generation and real-world tactics. From optimizing your online presence to leveraging live events and innovative strategies like Facebook Instant Campaigns, they cover the entire marketing funnel and explain how to nurture leads until conversion. You'll also learn best practices for aligning your lead generation efforts with your team's capacity and measuring the success of branding campaigns. Whether you're new to lead gen or want to elevate your existing approach, this is a must-listen guide to driving sustainable growth.
Resources:
- FMG Suite
- Broadridge
- Snappy Kraken
- American Financial Education Alliance (AFEA)
There’s no shortage of financial advisors but there is a shortage of financial advisors who prioritize exceptional client service. Providing 11-star client service can be a huge differentiator for your practice and help to retain clients and receive more referrals. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and founder, CEO, and lead advisor of Alison Wealth Management, and guest Anthony "Tony" Engrassia, ChFC®, LUTCF®, NSSA®, CFF ®, Financial Planner and founder of Wealth Management Strategies and the creator of the Strategic Freedom Process™, as they discuss the importance of building client connections through a higher standard of service. Learn how Tony and Dave have successfully grown their practices by focusing on delivering exceptional client service. Together they explore practical strategies and ideas for creating memorable experiences, strengthening relationships, and fostering multi-generational client loyalty.
Resources:
- The Dan Sullivan Question by Dan Sullivan
- The Bucket Plan® Best Interest Process
You survived tax season, now what? Hear distinguished advisors reflect on the challenges and goals of the past quarter and how they stay on track to meet them. C2P Hosts, Matt Seitz, Chief Marketing Officer, and Carl Smith, founding partner and advisor ambassador, are joined by guests, Christian Cordoba, CFF, founder of California Retirement Advisors, and Charlie Ehrenfried, CFP®, CLU, ChFC, RICP, CASL, Owner and Wealth Manager of Retirement Matters. They stress the significance of setting clear, achievable goals, the benefits of understanding and tracking business numbers, and the value of team alignment on company objectives. Tune in to learn from accomplished advisors how you can keep your business momentum going strong throughout the year.
Resources:
- The Gap and The Gain: The High Achievers' Guide to Happiness, Confidence, and SuccessBook
- No Brown Days Color Coded Time Calendars System
- Teamwork Movement Live Training
- Airtable Database Sharing Platform
- Catchlight: Prospecting & Marketing Growth for Advisors
- Marketing Measurables for Financial Advisors: How Knowing Your Numbers Can Transform Your Outcomes Episode of Rainmaker Multiplier On-Demand Podcast
Are you looking to enhance your practice with innovative, tax-efficient solutions? Life insurance may be the answer! Join Kalem Mackey, CFP®, BPC, Executive Vice President at C2P, and special guest Stoyan Petev, CFA, CFP®, CLU, ChFc, Senior VP of Advanced Markets at C2P,as they discuss advanced life insurance concepts that will be taught in greater detail at The Tax Management Journey® training. Discover the significance of life insurance as an asset class, its impact on charitable planning, and strategies for estate tax planning. You’ll also learn about the benefits of life insurance in non-qualified deferred compensation plans and the importance of policy reviews. Tune in to expand your financial planning expertise with these advanced life insurance insights. Visit the US Debt Clock website for real time updates on the current debt status of the US.
Resources:
- The Tax Management Journey training®
- US Debt Clock for real time updates on the current debt status of the US
Advisors aren’t the only critical elements to a thriving practice. Successful advisory firms also use strategies and resources that help boost their teams’ operational efficiency. Join Jason L~~.~~ Smith, CEP, BPC, Founder and CEO of JL Smith Holistic Wealth Management and C2P, as he leads a conversation with his Chief Operating Officer, Rob LaCivita, along with Greg Dillon, CFA, CFP ®, CLTC®, NSSA®, Managing Partner and Head of Wealth Management and Retirement Income Planning at OneTeam Financial. Jason shares the necessary evolution of The Advisor Career Path & Compensation Training program, now known as The Teamwork Movement training, to teach advisors the tools and concepts used by accomplished firms to run their practice efficiently. Tune in to hear about the innovative training methods and processes that help create cohesive, high-performing team environments for scalable success.
Resources
- Outliers: The Story of Success book by Malcolm Gladwell
- https://www.eosworldwide.com/
- https://c2penterprises.com/clarity-2-prosperity-education/
Are you one of the 88% of advisors who don’t ask your clients for referrals, despite it making up 88% of your new business?* Learn how to enhance your referral process with insights from host Jason L Smith, CEP®, BPC, Founder, and CEO of C2P and JL Smith, and special guest, Bill Cates, CSP, CPAE, author, speaker, consultant, president of Referral Coach International and creator of The Unlimited Referrals Marketing System. Join us as the twodiscuss Bill’s renowned VIPS (Value, Importance, Permission, Suggest) method ™ for asking for referrals while exploring this framework’s continued relevance today. From innovative strategies that make introductions more effective to organizing special events to facilitate new connections, learn proven methods to start securing referrals with ease from “The Original Referral Coach.”
Resources:
- The VIPS Method framework by Bill Cates
- Top Advisor Podcast with Bill Cates
- The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients book
- The Ultimate Referral System For Professionals: The Machine To Magnetically Attract All The Referrals You'll Ever Need So You'll Never Have To Cold Call Again!!!) book
- Strategic Coach | Premier Business Coach For Entrepreneurs
* https://www.investmentnews.com/industry-news/news/rias-need-to-get-past-their-fear-of-asking-for-referrals-237521**
The most successful businesses have close relationships with centers of influence (COI) — well-connected people or groups that can boost your reputation by recommending you to others. Identifying and collaborating with COIs such as CPAs and tax attorneys can play a critical role in expanding your business networks and attracting your ideal clients. Join host, Matt Seitz, Chief Marking Officer at C2P, and guests, Dave Buckwald, CEO and founder of OneTeam Financial, and Gary Pelfrey, Director of Business Development at JL Smith Holistic Wealth Management, as they discuss the nuances of establishing and nurturing COI relationships. Learn the importance of selecting your COIs carefully with targeted questioning, active listening, and determining what value you can offer one another to create a mutually beneficial relationship that lasts. Tune in for actionable strategies to refine or create your own COI process that fosters sustainable business growth.
Anyone or advisor can deliver a presentation, it’s how you deliver that presentation that makes all the difference. Join host Matt Seitz, Chief Marketing Officer at C2P, and guest Josh Friberg, founder of Your Event Elevated, for part two of their conversation on tips and tricks to engage and convert your seminar audience into loyal clients. Josh advises speakers to ask the right questions, adopt a speaker-ready mindset, and leverage personal and professional growth opportunities to refine their skills. He also shares powerful communication strategies including his five-step method to connect with audiences and spark impactful discussions at events. Don’t miss the final part of this insightful discussion packed with actionable presentation tactics and tricks to become a better presenter.
Resources:
- Financial Advisor Speaking Tips: Workshops, Webinars, & Beyond, Part 1
- Your Event Elevated
- Start with Why: How Great Leaders Inspire Everyone to Take Action book
Are you comfortable meeting with clients and prospects but lack confidence when hosting in-person or online events? Host Matt Seitz, Chief Marketing Officer at C2P, and guest Josh Friberg, founder of Your Event Elevated, are here to help change that, by teaching you how to enhance your public speaking skills and confidence while presenting, regardless of the setting or your current experience. Tune in to learn practical tips and tricks to present confidently and effectively, and how strengthening your skills can help grow your business and foster client relationships.
Resources
- Your Event Elevated
If you’re an advisory firm owner trying to propel your business forward, you need competent and compatible staff to support your top advisors now and someday share in their success. In this 100th episode of our Coffee Break with C2P series, host Jason L Smith, CEP®, BPC, Founder & CEO of C2P and JL Smith Holistic Wealth Management, is joined by Rob LaCivita, Chief Operating Officer at JL Smith, and Art Snarzyk, a C2P mentor specializing in hiring and onboarding, to offer their valuable perspectives. Tune in as they share their experiences and strategies for success, highlighting the importance of identifying, training, and retaining skilled staff. Don’t miss out on key insights into fostering a high-performing support team that aligns with your business goals.
Resources
- Discprofile.com - DiSC Profile
- Kolbe.com | Home of the Kolbe A™ Index
- Myers-Briggs Type Indicator® (MBTI®)
- The 6 Types of Working Genius: A Better Way to Understand Your Gifts, Your Frustrations, and Your Team book
- Outliers: The Story of Success book
If you’re interested in hosting educational events on topics like taxes in retirement and Social Security to generate leads, this podcast is for you! Join host Dave Alison, CFP®, EA, BPC, President and Partner at C2P, and Bryan Bibbo, AIF, NSSA, BPC, Lead Advisor and Partner at JL Smith Holistic Wealth Management as they discuss nearly everything you need to know about hosting successful workshops to win more clients. Focusing on JL Smith's innovative approach, Bibbo provides practical advice and benchmarks to consider when planning or running these events, including who to partner with and when and where to host them. You’ll also hear key insights from Matt Seitz, Chief Marketing Officer at C2P, on marketing best practices and how much to spend. Discover the keys to driving attendance and how to make these events a regular, profitable part of your business.
Resources
- True Productions Digital Agency
- Eight Digit Media
- American Financial Education Alliance (AFEA)
If you’re wondering how you can leverage the latest in digital marketing to drive your financial practice forward, you have to understand how and when your customers interact with your brand. Join host Cary Chaitoff, Vice President of Marketing at C2P, and special guest, Chelsea Konst, Content Marketing Manager at C2P, for Part 2 of their discussion summarizing some of the key takeaways they learned from attending the 2024 Traffic and Conversion Summit in Las Vegas. Tune in to learn the critical aspects of the customer journey and the power of effective tracking in today’s digital landscape. Don’t miss their insights on leveraging artificial intelligence and algorithms for content delivery, understanding the customer acquisition engine, and the importance of tracking every touchpoint.
Resources
- How Financial Advisors Can Drive Traffic and Boost Conversions, Part 1
- Traffic & Conversion Summit marketing conference
Almost half of the people in the U.S. like listening to podcasts, and about 75% of them listen because they want to learn new things*. Podcasting provides a unique opportunity for financial advisors to share valuable insights and knowledge with their clients and attract even more. Join Host Matt Seitz, Chief Marketing Officer at C2P, and Dave Alison, CFP®, EA, BPC, President and Founding Partner at C2P, and CEO of Alison Wealth Management, as they discuss the benefits of podcasting for financial advisors and practical tips to get started. Sharing insights on content creation, audience engagement, and leveraging podcasts for thought leadership, this discussion will equip you with the tools and inspiration needed to launch or enhance your own podcast as a financial advisor.
* https://crystalmarketingsolutions.com/financial-advisor-video-podcast-marketing/**
Resources
- Buzzsprout Free Podcast Hosting
- Zoom Meeting and Recording Platform
- Riverside.fm - Record Podcasts and Videos from Anywhere
- Logitech for Creators Blue Yeti Microphone
- Shure MV7 Podcast Microphone
- Opus Clip - AI-powered Video Repurposing
- Chat GPT – free AI System
- Dave Alison's Podcasting Setup
- Complete Wealth Management with Dave Alison Podcast
- Holistic Health & Wealth Podcast by JL Smith
When financial services are separate, it is as inconvenient for clients as it is costly to go to multiple specialists. By integrating financial, investment, insurance, and especially their taxes into one overall plan, you can provide remarkable value to your clients and your firm. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P, with special guests, Jeff Warnkin, CFP, CPA, NSSA, Lead Advisor at JL Smith Holistic Wealth Management, and Scott Kaup, CFP®, of Kaup’s Financial Advisors, as they share personal anecdotes on how integrating tax strategies they learned from The Tax Management Journey ® have impacted their advisory services. Tune in to learn how a holistic financial planning approach that includes tax management has on your business growth and overall advisory skills.
Resources
The Tax Management Journey training®
A strong brand attracts clients and serves as a solid foundation for your marketing efforts. Join host Matt Seitz, Chief Marketing Officer at C2P, and accomplished publicist, author, and brand consultant, Alana Kohl, President of AdvisorPR, as they discuss branding basics for financial advisors and how to ensure your message is always on point to attract your ideal clients. Together they discuss common mistakes advisors make in their branding, and more importantly — how advisors can identify and fix them. Listen in to learn remarkable strategies and insights to align your brand messaging with your business objectives before delving into your marketing plan.
Resources
Time for a new plan? Strategies to roll out in 2024
4-Step Brand Audit to Build a Magnetic Financial Advisory Firm
Do you struggle to keep your marketing up to date and consistently develop content that resonates with potential clients?In this Coffee Break with C2P, Kirsten Schlumbohm, Vice President of Annuity Sales, hosts Cary Chaitoff, Vice President of Marketing, and Chelsea Konst, Content Marketing Manager, as they share valuable takeaways and best practices they learned at the 2024 Traffic and Conversion Summit in Las Vegas.They unveil some of the latest digital marketing trends, with a strong focus on Artificial Intelligence (AI) as well as practical tips for efficient content creation that is authentic, empathetic, and tailored to your audience. Discover how to attract and convert prospects with targeted messages to maximize your marketing impact.
Resources
Chat GPT AI system
Traffic & Conversion Summit marketing conference
Navigating Financial Content Creation: Tips, Trends, & Compliance podcast episode
How can financial advisors balance the need for creativity and engagement on social media with the strict regulatory requirements set by FINRA and the SEC? In this “Coffee Break with C2P,” host Kalem Mackey, CFP®, BPC, Executive VP of Insurance Distribution and Partner, leads this important discussion with C2P team members, Dustin Anaas, Compliance Analyst, and Ericca Rivera, Paid Advertising Specialist & Social Media Coordinator, with additional insights from Dave CFP®, EA, BPC, President and Founding Partner. Collectively, they emphasize the importance of planning and pre-approval in maintaining a compliance-friendly yet engaging online presence. They also discuss the growing use of user-generated content (UGC) in online engagement, evergreen vs topical content in marketing strategies, and opportunities the new SEC marketing rule changes provide to advisors.
Resources
Opus Clip — AI-powered Video Repurposing
SEC Marketing Rule Updates Blog
Alison Wealth Management — Website Example
FMG — All-in-One Financial Advisor Marketing Platform
Whether it’s to hire a new paraplanner, increase your lead generation efforts, or anything in between — setting specific, realistic goals for the future will increase your chances of achieving them.* C2P team members, Matt Seitz, Chief Marketing Officer and Partner, and Becca Voelpel, Relationship Manager and Ambassador, collectively share their own experiences and work with advisors to set SMART (Specific, Measurable, Attainable, Realistic, Time-Sensitive) goals and stick to them. Tune in for valuable insights and strategies for setting and achieving your goals, both personally and professionally, and set your firm up for success for years to come.
Resources
Balancing the Scales: The Positive Impact of Weight Loss And Good Health, Episode 8 of JL Smith Holistic Wealth & Health Podcast: https://c2pe.info/4aSBcmn
Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork Book: https://c2pe.info/3Hd9nYf
10x Is Easier Than 2x: How World-Class Entrepreneurs Achieve More by Doing Less Book: https://c2pe.info/3RPsSuH
Exclusive Resources for C2P Advisors (requires login)
Goal-Setting Worksheet: https://c2pe.info/48nFDnB
Statistics:
*https://www.bramework.com/goal-setting-statistics/#:~:text=A%20study%20by%20Dominican%20University,those%20who%20set%20easy%20goals.
With 2024 on the horizon, we are proud to present "C2P's Top Podcasts of 2023.” Here, we share with you excerpts of our three most popular episodes from our podcasts to round out the year as a celebration of 2023 as we look ahead.
1. Coffee Break with C2P: How to Kickstart Client Relationships with One Phone Call
Rainmaker Multiplier On-Demand
Are you familiar with “right fit client calls?” These calls are key to developing rapport and building a relationship with a potential client quickly and effectively. While listening to the client is a crucial aspect, so is knowing how to steer the conversation and make a lasting connection.
In this excerpt of the Bucket Plan® On-Demand podcast, host Matt Seitz, Partner and Chief Marketing Officer at C2P, interviews right fit call experts Gary Pelfrey, Director of Business Development at JL Smith, and Andrei Henson, Advisor Growth Specialist at C2P. They chat about tips and tricks to holding a productive and insightful right fit call that demonstrates your value and sets the stage for a successful client-advisor relationship.
To hear more, TUNE IN TO THE FULL EPISODE!
2. Questions that Convert with Phil Jones
Bucket Plan® On-Demand
Jason L Smith sits down with Phil M Jones to share some key insights and specific questions advisors can use to convert leads and close sales on this episode of the Rainmaker Multiplier On-Demand Podcast. Phil has spoken in nearly 60 countries and worked with hundreds of organizations. His podcast, Words with Friends, is in its fourth season, and his book Exactly What to Say: The Magic Words for Influence and Impact is a bestseller.
LISTEN TO THE FULL EPISODE for even deeper insights on how to get to the root of a prospect's needs.
You can reveal as much relevant information as possible when talking with clients by using Phil's list of fool-proof questions — downloadable at c2pe.info/Questions!
3. How to Build a Dementia Care Plan & Team with Bill Cohen
A Woman’s Clarity
It’s often not a question of if a loved one will be touched somehow by Alzheimer’s or dementia, but when, and creating a care team can help ease some of the pain and uncertainty. Kirsten Schlumbohm, Vice President of Annuity Sales at C2P, sits down with Bill Cohen, CSA®, founder of Cohen Caregiving Support Consultants, to talk about her own family’s personal experience as Bill shares how to navigate Alzheimer’s and dementia. From caregiving to finances to self-care, listen as Bill offers invaluable insight and resources for families in need.
TUNE IN TO THE FULL AUDIO EPISODE or WATCH THE VIDEO to learn a breadth of strategies you can employ with clients. And check out Cohen Caregiving Support Consultants for resources to aid your clients on their care plan journey.
Providing quality service is a great opportunity to differentiate your firm, retain business, and stimulate referrals to fuel your practice’s growth. In fact, 84% of companies that work to improve their customer experience report an increase in their revenue.*Join host Dave Alison, CFP®, EA, BPC, founding partner and president at C2P and Alison Wealth Management, and special guests to learn the art and impact of delivering exceptional customer service in the financial advisory industry. Dave chats with , Founder and President of California Retirement Advisors, Chris Cordoba, CFP™, RFC®, CFS, as well as David Roth, CFP®, EA, BPC, Tax and Wealth Advisor at Alison Wealth Management share valuable insights on how to go above and beyond for your clients, seize opportunities to connect, and practical strategies and resources to aid in your efforts.
Resources:
· The Service Economy book
· The Wow Factor book
· Raving Fans book
· How To Win Friends And Influence People book
· Absolute Engagement Engine Client Analysis Tool
· Catchlight: Prospecting & Marketing Growth for Advisors
· BombBomb | Async Video Messaging Platform for Business
· Cardly: Send Personalised Cards Online | Card Delivery
Are you struggling to create engaging and effective paid social ads? Or want to begin filling your sales funnel with outside prospects, but don’t know where to start? In this episode, host Matt Seitz, Chief Marketing Officer at C2P, sits down with guests and C2P team members Cary Chaitoff, Vice President of Marketing, and Ericca Rivera, Paid Advertising Specialist & Social Media Coordinator, to discuss social media and ad best practices for success. Tune in to learn valuable strategies and tools to maximize the effectiveness of your new or existing online campaigns.
Sources:
- https://www.facebook.com/business/help/290009911394576#:~:text=Use%20an%20ideal%20time%20frame&text=A%2FB%20tests%20can%20only,days%20may%20produce%20inconclusive%20results.
- https://getrecast.com/creative-performance/
For most successful advisory firms, business development is less of a stand-alone process and more about helping attract advisors who provide quality service that fosters strong client relationships. Host, Jason L Smith, CEP®, BPC, Founder and CEO of C2P and JL Smith, is back with Philip Palaveev, the founder and CEO of The Ensemble Practice and creator of the G2 Leadership Institute. The two continue their discussion on advisory firm best practices for sustainable success, focusing on this unique approach to business development. Together they emphasize the importance of identifying and nurturing top talent to ensure the continued success and growth of your organization. Learn how and why to cultivate motivated, future leaders within your firm to facilitate client relationships that boost your reputation and create a natural source of unsolicited referrals.
LISTEN TO PART 1 NOW: https://c2pe.info/ChatGPTpt1RMMOD
Resources:
- Sustainable Practice Success, Part 1: Career Path & Compensation Models
- The Ensemble Practice book by Philip Palaveev
- Advisor Career Path & Compensation Training
Whether you're just starting in financial services or are a seasoned pro, every professional needs a strong team and sound internal structure to grow their business. Join industry leaders, Jason L Smith, CEP®, BPC, Founder and CEO of C2P and JL Smith, and special guest, Philip Palaveev, the founder and CEO of The Ensemble Practice and creator of the G2 Leadership Institute. Together, they discuss the concepts and strategies they use to build successful, sustainable, and scalable financial advisory practices. Learn the concepts of the Ensemble Practice model, that helped inspire the Advisor Career Path & Compensation program at C2P, and how this course teaches advisors to recruit, reward, and retain top talent to adequately invest in them for the future of their business. Tune in to discover how to build a firm that stands the test of time in a rapidly evolving industry.
Episode Resources:
- The Ensemble Practice book by Philip Palaveev
- Advisor Career Path & Compensation Training
Any holistic financial advisor who reports to the U.S. Securities and Exchange Commission (SEC) is familiar with having content reviewed by a compliance department before it's considered safe to share. Chances are they’ve also had content rejected by compliance at least once or twice. Listen in to learn from C2P Paid Advertising Specialist & Social Media Coordinator, Ericca Rivera, and C2P Compliance Analyst, Dustin Anaas, how marketing and compliance departments sync up to create compelling, but compliance-approved, content. Learn what analysts look for when reviewing advisor content and tips for a smoother approval process.
Related episodes:
Chat GPT for Financial Advisors, Part 1: How to Create and Streamline Social Media & Ads
Chat GPT for Financial Advisors, Part 2: Save Time and Generate Marketing Content with AI
Email marketing is a powerful tool financial advisors should leverage to engage and nurture relationships with their centers of influence, current clients, and prospects, by tailoring campaigns to each audience. This Coffee Break’s discussion, led by Matt Seitz, Chief Marketing Officer and Partner at C2P, includes some of the best practices for digital marketing from the C2P team’s own Ericca Rivera, Paid Advertising Specialist & Social Media Coordinator, and seasoned financial industry marketer, Cary Chaitoff, VP of Marketing. Listen for strategies that work and insights from Inbound 2023, HubSpot’s Marketing & Sales Conference, that you can implement right away to improve the reach and response rates of your email campaigns. Plus, you’ll learn the importance of producing personalized content and valuable resources to help you get started.
Resources:
FMG Suite – All-in-One Financial Advisor Marketing Platform
Snappy Kraken – Personalized Websites, Original Content, etc
Levitate – Relationship Marketing as Authentic as You Are
HubSpot – Marketing Software for Businesses of Every Size
With the onset of Medicare’s open enrollment period, host Matt Seitz, Chief Marketing Officer at C2P, and guests are here to discuss this timely topic and the value of having a Medicare specialist on your financial advisory staff. Tune in to hear expert insights from guests, Ashley Leibowitz, CEO of Assure All Insurance, and Gary Pelfrey, Director of Business Development and the Medicare specialist at JL Smith Tax & Wealth Planning. You’ll learn the importance of integrating Medicare planning into holistic financial advising, the challenges clients face in navigating Medicare, and how having an expert in house can give your firm a competitive edge, while acting in the best interest of your clients.
In this Coffee Break episode hosted by Matt Seitz, Chief Marketing Officer at C2P, we discuss client appreciation gifts, events, and community service initiatives advisors can use to show their clients they care about them and value their business. Guests, Tony Engrassia, ChFC®, CFF®, LUTCF® President and CEO Wealth Management Strategies; Julie Manning, RICP®, CFF®, Founder and CEO of Keystone Financial Planning; Nikki Glynn, Senior Director of Marketing at Petros Estate & Retirement Planning; and more share their creative gift ideas and the impact they’ve had on their client-relationships. Whether it’s a hand delivered, locally made pie for Thanksgiving, a personalized birthday gift, or a goodie basket to welcome new clients, tune in to discover creative ways to meaningfully show appreciation to your clients, for any kind of occasion.
Get ready for the inside scoop on how to screen and secure a top producer, or Rainmaker Multiplier, for your firm. Join host Kalem Mackey, CFP®, BPC, Partner and Executive VP of Insurance Distribution at C2P, and guest Art Snarzyk, President of InnerView Advisors, an advisor mentor with C2P, and creator of our Right Fit Advisor program. Art shares techniques and tools to secure talent and ensure they’re a culture match for your firm, so you don’t make a mistake with this critical hire. In addition to success stories from advisors who enlisted Art’s help, you’ll hear from Jason L Smith, CEP®, BPC, Founder and CEO of C2P, as he talks recruiting talent, and pinpoints common traits of high performers that often predict their success.
Time is money, and the hours you spend on tasks like scheduling and email follow ups take a huge chunk out of your ability to focus on revenue generating activities that truly deserve your attention. Join our host Jason L Smith, Founder & CEO of C2P, and Mike Abramowitz, speaker, author, transformational coach, and Better Than Rich partner, as they discuss the power automation, delegation, and systemization can have on your business and family life. Discover how offloading time-consuming tasks to a virtual assistant and using AI can free up time, streamline your operations, and allow your business of any size to thrive.
Life insurance carries many misconceptions today that may prevent your clients from purchasing coverage, and many who want to take advantage of its benefits fail to do so before they truly need it.Host Kirsten Schlumbohm, Vice President of Annuity Sales at C2P and our insurance experts are here to kick off Life Insurance awareness month by sharing their experiences and heartfelt personal stories that put life insurance’s true value into perspective. Hear firsthand from our special guests, Walter C. Young III, MBA, RICP®, president of One Strategic Capital, and author of The 5th Option: Why Your Retirement Plan Won’t Work the Way You Think It Will, and C2P’S Sam Doerr, Vice President of Life Insurance Sales, how life insurance can be used as a powerful financial planning tool. Tune in to learn how it can help your clients protect their beneficiaries, achieve their retirement goals, and provide total peace of mind throughout their lifetime.
Sources:
https://fidelitylife.com/life-insurance-basics/life-insurance-101/test-your-life-insurance-iq-during-life-insurance-awareness-month/
https://money.usnews.com/money/retirement/articles/the-best-retirement-planning-books-for-2023
You probably have more prospects in your CRM than you think — but prospects only turn into opportunities if you go after them! Hear host Gina Pellegrini, owner of Pellegrini Team Consulting, reveal the power of consistency and how it helps convert prospects to clients, so those clients can eventually become referrers. With example scripts, scheduling tips, and more, Gina shares her effective follow-up process, best practices, and offers her suggestions to guest advisors to help them improve their results. Tune in to discover how to better engage, nurture, and eventually convert your prospects into clients.
Are you a financial advisor Intrigued by Chat GPT but not sure how to start using this AI writing tool at the office level? Hosts of our first Chat GPT themed podcast, Matt Seitz, Chief Marketing Officer at C2P, and Ericca Rivera, Paid Advertising Specialist & Social Media Coordinator at C2P, are back to discuss how this innovative technology can act as a free marketing coordinator for your firm! Special guests Lisa Chenet, Director of Operations and advisor with CLP Financial, and Elizabeth Tatis of FLC Wealth Advisors share the tactical ways they use AI technology every day to quickly generate content ideas, write compelling marketing and ad copy, or create a helpful framework to guide your marketing efforts.
Are you struggling to know where to focus your marketing efforts and how to spot issues in your process before they impact your sales and revenue? Tune in to hear solutions from Host Greg Hammer, CEO of Hammer Financial Group, and guests Suzanne Scheiman, Marketing Manager at JL Smith, and Colleen Mansmith of Hammer Financial Group, as they share their experiences (and success!) with tracking marketing leads, webinar attendance, and more. You’ll learn the concrete metrics these financial marketing gurus use in their roles and how the right numbers can shape your firm’s goals, strategy, and trajectory.
If you’ve ever had trouble finding the perfect words to capture your social media audience or explain your advisory firm in an advertisement, Chat GPT is the time-saving helper for you. You may have heard of this tool but not known how it can benefit you as a financial advisor, which is why host Matt Seitz, Chief Marketing Officer at C2P, is here with Ericca Rivera, Paid Advertising Specialist & Social Media Coordinator at C2P. Ericca shares helpful (compliance friendly!) tips on getting started with Chat GPT and using it for your paid ads and social media marketing.
Coming to you from the 2023 Mastermind Collegium in Cleveland, Jason L Smith, Founder & CEO of C2P, talks with the top four advisors on the C2P leaderboard in this panel. John Del Greco, founder of Del Greco Tax & Insurance Group; Dave Alison, CFP®, EA, BPC, President and Co-Founder of C2P; Jeannette Bajalia, Founder of Petros Financial Group & A Woman’s Worth; and Bryan Bibbo, AIF, NSSA, BPC, Partner at JL Smith; share the personal and professional strategies helping them close more business.
Storytelling for financial advisors is just as important as the sales process, and you need to do more in your online presence than drop buzzwords like “fiduciary.” In this Coffee Break, Matt Seitz, Chief Marketing Officer of C2P, is joined by Nikki Glynn, Marketing Director at Petros Financial Group and Woman's Worth, and Chelsea Konst, Content Marketing Manager at C2P, to share how to leverage the unique who, why, and how of your firm. Listen and subscribe to learn how your marketing can better connect with prospects!
They say in sales that time kills deals, but creating deliverables can boost efficiency in your process and improve your client experience. However, building this packaged plan for your clients can be time consuming, especially for lead advisors. That’s why Dave Alison, President and Co-Founder of C2P, talks with Joe Bilello, of Avanti Wealth Management; Julie Manning, Founder of Keystone Financial Planning; and Charlie Charlie Ehrenfried, Partner at Retirement Matters; about game-changing trainings, templates, and tools that make plan design easy to delegate to your team.
Successful advisors know that marketing is just as important as their services when it comes to building value for clients. Matt Seitz, Chief Marketing Officer at C2P, talks with Greg Hammer, CEO and President of Hammer Financial Group; Gary Pelfrey, Director of Business Development at JL Smith Wealth & Tax Planning; and Glen Pier, Founder and President of Infinity Wealth Planning, about what’s been working for them. From virtual campaigns and events, search engine optimization (SEO), and leveraging the power of Google, they offer insight on ways to grow your brand and business.
At the time of delivery and any subsequent publishing, information was deemed reliable but is subject to change by the time of viewing. The contents of this piece include the opinions and projections of C2P Enterprises, are subject to change, and are for informational purposes only. The information provided in this presentation is not intended to be individual investment, tax or legal advice.
Your team is your life preserver in your firm, so why is it so hard for advisors to let go and allow them to do the job you hired them to do? Gina answers this question and tips for financial advisors to relinquish a bit of control, giving their staff the power to execute the vision and mission of their practice. She covers everything from delegation, implementing tools and processes, and normalizing having fun at work to create a stronger, more successful team. Listen now!
**At the time of delivery and any subsequent publishing, information was deemed reliable but is subject to change by the time of viewing. The contents of this piece include the opinions and projections of C2P Enterprises, are subject to change, and are for informational purposes only. The information provided in this presentation is not intended to be individual investment, tax, or legal advice.
The C2P superheroes are here — Founder and CEO Jason L Smith; President and founding partner Dave Alison, and Chief Marketing Officer and partner Matt Seitz discuss what’s new, improved, and next at C2P. From investing in a new tech platform and tools for opening and managing accounts to a fresh version of The Bucket Plan® book on the horizon (and an audio version!), we’re enhancing the experience for financial advisors under our wing and their clients.
Want to Learn how to heat up your summer with marketing without cooling down your clients? Matt Seitz, Chief Marketing Officer at C2P, talks with Suzanne Scheiman, Marketing Manager at J L Smith; and Nikki Glynn, Senior Director of Marketing at Petros Financial Group, about how they keep their client pipeline flowing, despite summer engagement slowdowns.
The answers to that question will surprise you! Charles Sarvari, Regional Director of Dimensional Fund Advisors, breaks down the data his team gathered from advisors and people in over 100 thousand households from the past seven years. Sarvari shares key insights into client top priorities and preferences, covering everything from how they like to communicate with you and their stance on advisor fees. Download and tune in now!
What can you do as an advisor if a client doesn’t want to move all their money to you? Show them the consequences if they don’t. Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P, talks with Scott Kaup, CFP®, of Kaup’s Financial Advisors, about simple ways you can get your clients to understand the value of you as a holistic advisor who can keep their financial goals on track while mitigating their lifetime taxes and more. Listen now! Check out the resources from this episode below, as well as a link to the YouTube video of this episode!
YouTube video: https://c2pe.info/42dIOKF
“Where It Goes” example referenced by Dave: https://c2pe.info/3qnPrNf
Did you know that advisors who use video in their emails have a 176% higher click-through rate? In this episode of the Rainmaker Multiplier On-Demand podcast, Matt Seitz, Chief Marketing Officer at C2P, sits down with Becca Voelpel from our Business Development team to share how adding video to your process can take your marketing and engagement to the next level. You don’t need to be an expert videographer or marketing specialist either — we have a few simple tools and tips that can go a long way in personalizing your emails. Tune in to learn how video can set you apart by creating a human connection to your clients in an increasingly all-digital world.
In this episode of Coffee Break with C2P, we dive into behavioral finance! We discuss what it is, how behavioral coaching, client assessment and goals tie together, and share techniques that two C2P advisors use to overcome some of the behavioral biases with their clients.
Joining Kirsten Schlumbohm are Cade DeNazario Akers, CFP®, Product Manager at Orion, Jeannette Bajalia, President and Founder of Woman's Worth, and Walter Young, MBA, RICP®, Founder of 5th Option.
Financial advisors...ASSEMBLE! In this episode of Coffee Break with C2P, we share a sneak peek of our upcoming Mastermind Collegium, June 5-7 in Cleveland, OH! Tune in and you'll hear from our emcee and get a behind the scenes look at the sessions, keynote speakers, and fun you'll experience during the two-day training for elite advisors.
Are you ready to be your clients' superhero? Learn more and how you can qualify to attend by scheduling a complimentary consultation at https://c2pe.info/super!
In this episode of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, we discuss business succession vs. business continuity, and the three key questions to answer when it comes to succession planning. Joining barista Jason L Smith, Founder | CEO of C2P Enterprises, is our panel of James Comblo, CFF, President of FSC Wealth Advisors, Tim Wells, Founder of Retirement Matters, and Charlie Ehrenfried CFP®, CLU, ChFC, RICP, CASL, Partner at Retirement Matters. Tune in to hear their stories and experiences!
In this episode of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, barista Carl Smith, Founding Partner of C2P Enterprises and the President of The Smith Group, takes a look back at the first quarter with our panel of advisors. They discuss wins from the quarter, challenges, and how to ride the momentum into the remainder of the year. Tune in!
In this episode of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, our baristas Jason L Smith, CEP®, BPC, Dave Alison, CFP®, EA, BPC, and Kalem Mackey, CFP®, discuss a new strategy for rewriting annuities from the past several years.
In this episode of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, barista Jason L Smith, Founder | CEO of C2P Enterprises, discusses The Bucket Plan® and the strategies you can use to fill the "Soon" bucket of the three-bucket system. Listen as Jason and our panel share ideas and breakdown The Bucket Plan step-by-step.
In this episode of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, barista Jason L Smith, Founder | CEO of C2P Enterprises, discusses The Advisor Career Path and how you can attract, retain, and reward top talent. Jason is joined by a panel of advisors including Adam Freeland, CFP®, Managing Principal and President of Harford Financial Group, Joe Overfield, CFF®, President of Intelliplan Financial Group, and Nick Reiland, CFP®, ChFC®, CEPA®, Managing Partner at Vantage Point Financial.
In this episode of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, guest barista Valerie Koehler, Strategic Consultant with Orion Portfolio Solutions, discusses Peeling Back the Layers to Better Serve Clients.
In this episode of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, guest barista Gene Roberts, Expert EOS® Implementer, discusses Finding the Right Operational Structure to Scale Your Business.
In this special edition of the Rainmaker Multiplier On-Demand podcast, we're giving you a sneak peek of our exclusive Mastermind Collegium and sharing our Million Dollar Round Table® (MDRT) Takeaways Panel! Moderator TimClairmont, CFP®, MSFS™, Founder & CEO of Clear Financial Partners, led a panel of MDRT and Top of the Table members and they discussed their biggest takeaways and experiences with the organization. Tune in!
Jason L Smith sits down with Phil M Jones to share some of his key insights and specific questions advisors can use to convert leads and close sales on this episode of the Rainmaker Multiplier On-Demand Podcast. Phil has spoken in nearly 60 countries and worked with over 800 organizations. His podcast, Words with Friends, is in its fourth season, and he’s a bestselling author with over 1 million books sold.
Download the questions that convert at c2pe.info/Questions.
In this episode of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, guest baristas Fred Lowry, Glen Pier, Charlie Ehrenfried, and Chris Cordoba join host Kalem Mackey, CFP®️, BPC, to discuss Integrating the Bucket Plan, with a special focus on The Bucket Plan 2.0 training.
In this special edition of the Rainmaker Multiplier On-Demand podcast, we're giving you a sneak peek of our exclusive Mastermind Collegium and sharing our Positioning Tax Management As Your Differentiator panel! Listen as a panel of top offices with C2P share how they have successfully applied tax management into their marketing efforts and grown their business with the help of the Tax Management Journey training.
Dave Alison, CFP®️, EA, BPC, is joined by guest barista Tim Clairmont, CFP, on this special episode of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P - Structuring Client Meetings to Create More Opportunities.
In this episode of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, barista Matt Seitz is joined by the team from Hammer Financial Group, including the CEO and President, Greg Hammer, to discuss How a Sales Process Can Create Valuable Collaboration.
In this special edition of the Rainmaker Multiplier On-Demand podcast, we're giving you a sneak peek of our exclusive Mastermind Collegium and sharing one of the Top 5 Roundtables! Listen as Adam Freeland, CFP®, President of Harford Financial Group, presents Live While You're Alive: Aligning Professional and Personal Goals.
In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, Jason L Smith is joined by two representatives from The American College of Financial Services. Michael Finke, PhD, CFP®️, Professor of Wealth Management, and Vice President Of Business Development, Steve Prew, discuss career advancement and professional growth, including courses and examinations to propel advisors forward.
This episode of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, is hosted by the CEO of Hammer Financial Group, Greg Hammer. Our guest barista, Kalem Mackey, CFP®️, BPC, joins Greg for a powerful conversation on the Reliability of Promise-Based Income.
Gina Pellegrini hosts Setting Your Ideal Calendar, this edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P. Guest baristas Greg Hammer and Carl Smith join Gina to discuss proven time management techniques to make your day run smoother.
On this week's episode of Coffee Break with C2P, we preview what's to come on the latest podcast from C2P. Women are vital to our business and our industry. Whether you want to serve your clients better by learning more about the unique financial needs of moms, wives, daughters, and sisters or attracting more female advisors to your team, A Woman's Clarity is the podcast for you.
Carl Smith, C2P Ambassador and President of The Smith Group, is joined by guest baristas Keith Heritage, Conrad Levesque, Jeff Lewis, and Julie Manning to discuss Mapping Your Goals for 2023 on this edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P.
In this special episode, Jason L Smith sat down with Jon Vroman, founder of the Front Row Dads podcast and frontrowdads.com. Front Row Dads tells true stories and gives practical strategies to win as a parent and husband, and uncovers the habits, strategies, and routines that help dads win at home and in business. Tune into the conversation as Jon discusses his podcast, life, experiences, and the six pillars that form the foundation of Front Row Dads.
Put away the pumpkin spice and bust out that peppermint syrup because it's time for a special holiday gifting edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P. Dave Alison, CFP®️, EA, BPC, hosts with guest baristas: John Ruhlin, Founder of Ruhlin Group and author of Giftology, and Julie Manning, RICP, Founder and CEO of Keystone Financial Planning, LLC.
In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, Art Snarzyk, Founder of InnerView Advisors, sits down with Dave Alison CFP®, EA, BPC, and our panel of professionals to discuss ways to ensure you Never Hire the Wrong Person again!
This episode of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, is hosted by the CEO of Hammer Financial Group, Greg Hammer. Greg is a yale graduate who has been with C2P for over a decade. He is joined by guest barista Gary Pelfrey and our panel of experts to discuss How to Be More Intentional with Cross-Selling.
In our first A Very Venti episode of Coffee Break with C2P, our guest barista, Joe Salerno of Salerno Financial Group, sits down with Dave Alison CFP®, EA, BPC, Kalem Mackey CFP®, BPC, and a panel of professionals to discuss How to Close Out the Year Strong with Annuity Sales.
In a special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, Matt Seitz and Ryan Warner host to discuss the New SEC Marketing Rule and how advisors can take advantage of it without incurring fines. Matt is the Executive VP of Marketing at C2P and CMO for JL Smith. Ryan is Chief Compliance Officer at C2P.
In this supersized episode of the Rainmaker Multiplier On-Demand Podcast, Adam Freeland, CFP®, President of Hartford Financial Group, joins us to discuss his extensive career path and his experience with C2P's $100 Million Club, specifically as it relates to training: technical, sales, management, and leadership.
In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, Kalem Mackey, CFP®, BPC, hosts Effective Strategies for Incorporating Life Insurance into Your Clients' Financial Plans. Kalem is joined by Walter C. Young III, MBA RICP, author of The 5th Option: Why Your Retirement Plan Won't Work the Way You Think It Will.
In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, Gina Pellegrini guest hosts to discuss Creating Your Ideal Week & Managing Your Time More Effectively. Gina is a mentor with Clarity 2 Prosperity, Clarity Insurance Marketing, and Prosperity Capital Advisors. She's the owner of Pellegrini Team Consulting and creator of The Hiring Advantage™.
In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, Jason L Smith hosts Advisor Career Path & Succession Planning with special guest David Grau, Jr. David is the founder and CEO of Succession Resource Group.
In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, EVP of Marketing, Matt Seitz, hosts with guests Frank Maselli and Tim Kuntz to discuss how to close more business and convert more leads from your pool of seminar attendees.
In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, Gina Pellegrini guest hosts to teach you how to get more returned calls, voicemail tips, and more! Gina is a mentor with Clarity 2 Prosperity, Clarity Insurance Marketing, and Prosperity Capital Advisors. She's the owner of Pellegrini Team Consulting and creator of The Hiring Advantage™.
In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, host Jason L Smith sits down with the founder and CEO of Clear Financial Partners, Tim Clairmont, CFP, MSFS®™, to discuss the art of Perfecting Your Annual Client Review Process.
In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, Kalem Mackey, CFP®, BPC, hosts a discussion with Dave Buckwald, CFP®, CLU®, CHFC®, CLTC®, Founder & CEO of OneTeam Financial, on uncovering opportunities by running in-force illustrations on life insurance.
In this edition of the Rainmaker Multiplier On-Demand Podcast, we discuss the importance of marketing automation and technology in the financial services industry. Leading the discussion is Matt Seitz, Executive VP of Marketing at C2P Enterprises, and he is joined by C2Pe’s Digital Marketing Manager, Nicholas Vonderau, and Marketing Manager at JL Smith, Suzanne Scheiman.
In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, Dave Alison hosts Tax Preparation v. Tax Management v. Tax Planning. Listen in as Dave, Carl Smith, Greg Hammer, and the rest of the panel discuss the different tax advice options financial advisors can provide for their clients.
In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, Jason L Smith is joined by Bill Cates, John Del Greco, and a panel of advisors to get inside tips on how to get more referrals from existing customers.
Matt Seitz, Executive VP of Marketing at C2P Enterprises and CMO for JL Smith, is joined by a panel of marketing experts, including Digital Marketing Manager, Nico Vonderau, to discuss how to get prospects and leads to find your business faster using tools like search engine optimization.
In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, Kalem Mackey hosts Selling Life Insurance to Women. Our team of advisors discusses the specific needs of women and how the right life insurance policy can mitigate the financial hardships that they face statistically more often than men.
In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, Dave Alison hosts Take Advantage of the Heat in the Market. Our panel of annuity experts discusses how to utilize FIAs in the current market and prove your value to clients.
On this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, our panel of advisors dive into networking and utilizing critical relationships with other professionals and centers of influence to increase your bottom line.
Jason L Smith hosts another special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P. This week our panel of advisors focuses on practice management. Our experts encourage you to take an enterprise-level look at your business to determine where your strengths and weaknesses are so that you can fill any gaps by hiring the right team member.
Executive VP of Marketing at C2P Enterprises, and CMO at JL Smith, Matt Seitz, hosts Converting No Shows to Newbies: How to Nurture Your Event Leads. Matt is joined by VP of Enterprise Development at Snappy Kraken, Diana Cabrices, in a special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P. Our panel of marketing experts discuss key ways to connect with leads who registered but failed to attend a seminar.
Matt Seitz, Executive VP of Marketing at C2P Enterprises and CMO for JL Smith is joined by Jay Coulter, Business Coach at Resilient Advisor, in a special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P. Our advisors and panel of marketing experts discuss digital and social media marketing for financial planners.
On this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, our panel of experts discuss how to differentiate yourself as a financial advisor by charging planning, consulting, and subscription model fees for your services. It's time to monetize your wisdom - tune in!
On this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, our panel of experts discuss the challenges in the market and how bucket planning, specifically the Soon bucket, can help alleviate the tough conversations with your clients. Tune in!
On this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, our experts discuss recruiting, hiring, training, and compensating the right talent to fill gaps in your business. Tune in to hear about the Advisor Career Path, Responsibility Agreements, Position Contracts, and more!
On this special edition of the Rainmaker Multiplier On-Demand Podcast, Coffee Break with C2P, our panel of experts discuss the exclusive Mastermind Collegium (MMC)! The MMC is an invite-only event for top financial advisors where they share the best ideas, insights, and collaborations. Tune in and hear a sneak peek on the keynote, sessions, and how you can join our Rainmaker Multiplier Division and join us at the next MMC - June 14-15 in Nashville, Tennessee!
On this special edition of the Rainmaker Multiplier On-Demand Podcast, Coffee Break with C2P, our panel of experts discuss the best planning software and tools that they use to deliver advice, modeling, and recommendations to their clients. Tune in!
How do you "win" clients? On this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, our panel of experts discuss how you can go from "hello" to moving assets! They share the processes and steps they use to prospect, follow-up, book the first appointment, and close business. Tune in!
It's fourth quarter of the tax season! Are you prepared for April 18th? On this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, we're joined by a panel of "tax gurus" who discuss what's working, what's not, and opportunities they see in their businesses to convert tax clients into financial clients. Tune in!
On this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, John Del Greco of Del Greco Tax & Insurance Group joins us to discuss using annuities as an accumulation tool! We are also joined by representatives from Lincoln, Allianz, and F&G and they share what has been most competitive in regards to accumulation and ways they've seen advisors have success. Tune in!
On this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, our panel of experts discuss advisor compensation and how it relates to the Advisor Career Path, a step-by-step system that allows your business to flourish with or without you. Tune in!
On this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, we celebrate International Women’s Day and the women of the financial world. Hear from our panel of ladies as they share how to get in front of more female clients and help solve their financial and retirement needs.
On this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, our panel of experts discuss tax planning and how you can use tax returns to uncover opportunities and convert prospects into financial clients. Tune in!
On this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, our panel of experts discuss how to find quality people for your practice, hiring processes, the Advisor Career Path, and more. Tune in!
Life happens—vacation, medical needs, family leave, retirement...there are a million reasons you might need to step away from your practice. Is your business structured so it can prosper with or without you? Do you have a process in place to delegate responsibilities through a seamless transition? Listen as Jason L Smith and Rob LaCivita, Chief Operation Officer of JL Smith Wealth & Tax Planning, discuss the Advisor Career Path. And learn how the 5-rung ladder will put your mind at ease if you ever need to take time off.
On this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, our panel of experts discuss market volatility, risk tolerance, and the different ways you can help your clients stay the course. Tune in!
Alex Hopkin from Simply Paraplanner sat down with Jason L Smith to discuss the Power of Paraplanners within the 5-rung ladder of the Advisor Career Path. Alex also shares how you can utilize their online job platform to find and hire the right Paraplanner for your business.
It's time to unlock a competitive advantage with tax planning! Watch as Christopher P. Woehrle, JD, LL.M (Tax) and Dave Alison, CFP®, EA, BPC discuss how incorporating taxes into your holistic financial plan can expand your business, differentiate you from your competitors, and charge larger planning fees.
If you’re ready to start attracting higher net worth clients, maybe it’s time to change up your financial advisor strategies! Listen as Bryan Bibbo, AIF®, NSSA and DC Chamberlin, CFP®, CFF® join Jason L Smith and share how raising their minimums led them to new levels of success.
What is one proven way to grow your business? By adding a tax practice! Listen as Jason L Smith and Richard James, Founder and CEO of Financial Services of America, discuss the three key things you should look for and how you can instantly get new clients.
Tune in to hear tips for adding new advisors to your practice with guests Don Chamberlin, Carl Smith and Greg Hammer on the special edition of the Rainmaker Multiplier On-Demand Podcast - Coffee Break with C2P!
Tune in to hear tips for prospecting online and running virtual seminars with guest Frank Maselli on the special edition of the Rainmaker Multiplier On-Demand Podcast - Coffee Break with C2P!
Is it a challenge to find prospects? Are you then struggling to convert them into clients? Listen as Jason L Smith interviews Robert Sofia, Chairman & CEO at Snappy Kraken and get 6 actionable ways to rethink your lead nurturing approach. Get started today on using a proven process that can help you create a complete marketing and lead-generation strategy.
We know it can be uncomfortable and uneasy - and no, we're not talking about dinner with the in-laws...We're talking about asking your clients for referrals! What if we told you that there is a process to get your clients telling you if they'd like to make a referral? Listen and learn about the Net Promoter Score (NPS) Survey Referral Process and discover how it works, why it is important to survey your clients and how you can master their feedback.
Is your meeting structure disorganized? Are you in need of a process that will keep your team accountable? Get started with the Entrepreneurial Operating System, or EOS! Gene Roberts, Certified EOS Implementor® and CTO at The Traction Lab, joined Jason L Smith to discuss the software and how it can help you streamline your business. You'll hear an in-depth look at the EOS software and its 7 steps to a meeting, its ability to uncover gaps in your organization and leadership, and how to operate under a holistic standard while using EOS. Begin hosting effective meetings today!
Your practice is growing - but do you have the right advisors in place to secure more clients and increase revenue? Listen as Jason L Smith and top C2P advisor and mentor Don Chamberlin discuss the Right Fit Advisor process. You'll discover the 3 important phases of the process and how they all tie together to help you bring on future Rainmakers. Get started today!
It's time to shift the financial services industry dynamic and utilize a turnkey marketing program that empowers female advisors - listen as Jason L Smith interviews Jeannette Bajalia, author, speaker, and founder of Woman's Worth® and learn how she has helped redefine retirement planning for women. You will also get an in-depth look at the program, its approach to wealth and health management and how it integrates with The Bucket Plan®. Get started on creating a unique experience for both your advisors and clients today!
Dipping your toes into the virtual waters may seem scary – but we’re here to help. Listen as Jason L Smith and master speaker and coach, Pat Quinn, discuss strategies for communicating effectively in a virtual world. You’ll hear details on what elements of your presentation should remain the same and what should change for online, so dive in and get started on helping your clients today!
In this virtual environment, financial advisors are having to adapt and prepare for success in a new way. Listen as host Jason L Smith and professional speaking coach Joel Weldon provide practical ideas and actionable steps to help you feel more confident, excited and ready to deliver effective virtual presentations. Get started on growing your business with these tips today!
How do you grow your business during the COVID-19 uncertainty? With virtual seminars. Listen as Jason L Smith interviews Chris Ross from Eight Digit Media and hear a step-by-step process on how to convert in a virtual setting. You’ll also learn tips and practices that they both use to stay connected while working with prospects and clients virtually. Don’t let the rain stop and listen today!
Do you have big aspirations to grow your business? Do you want to bring in $100 million in new assets in one year? You can do it! Listen as Mary Sterk and Jason L Smith share details on the $100 Million Dollar Club and what processes and resources they continue to use to achieve this goal. You'll also learn about three common commitments that will help you along the way. Tune in!
Bill Cates, the "Godfather of Referrals", joins Jason L Smith for an exclusive podcast! Listen as Bill shares the tools and resources that he uses to enhance current client engagement. You'll also learn how he became super referable and generates unsolicited introductions.
There is an incredible amount of uncertainty surrounding the relief efforts available today - including determining which loan is right for you and your small business. Listen as Jason L Smith and Dave Alison share their insight and experiences with the process and give you all of the information that you need to know. You'll hear about the type of loans offered, their differences and how you can determine if your business is eligible. Guide your business through the COVID-19 pandemic - act today!
How do you grow your business during the COVID-19 uncertainty? With virtual workshops. Listen as Jason L Smith interviews Rick McClanahan, Founder | CEO of AFEA and learn how AFEA’s non-profit adult education programs have transitioned to a virtual environment. You’ll also hear the before, during and after steps that you can implement to stay connected while working with prospects and clients virtually. It’s a new frontier – take action and listen today!
How do you grow your business during the COVID-19 uncertainty? With virtual workshops. Listen as Jason L Smith interviews Brad Swineheart from White Glove and hear a step-by-step process on how to convert in a virtual setting. You’ll also learn tips and practices that they both use to stay connected while working with prospects and clients virtually. Don’t let the rain stop and listen today!
The financial game is changing because of the COVID-19 pandemic and like any game it's important to remain on the offensive. Listen as host Mary Sterk discusses with Jason L Smith and Dave Alison on how you can be on the offensive and virtually communicate with your clients. You’ll also hear how you can be a virtual advisor and continue to utilize The Bucket Plan®, a process that is built for uncertain times just like today. Don’t miss this chance to hit a home run with your clients and grow your business.
Your business is growing and the future has never looked brighter. Here's the thing-your list of things to do continues to grow as well. Is it time to think about bringing on another advisor to help? Listen as host Mary Sterk and guest Don Chamberlin discuss three things that will help you successfully bring on a new advisor that is the right fit.
You've spent years building your business and you've never felt more confident about its opportunities for growth. Suddenly...You have to take a step back. Will your business just survive without you? Or will it thrive? Listen today as host Mary Sterk and guest Jason L Smith discuss three key things that will help your business grow and keep it operational should you have to (or want to) take time away.
Financial professional Wayne Cotton joins host Jason L Smith for an exclusive episode of the Rainmaker Multiplier podcast! Listen to part one as Wayne shares his experiences and how introducing a color-coding system to his quarterly planning literally changed his life and helped him achieve his goals.
Hosts Jason L Smith and guest Bryan Bibbo discuss how adding a tax practice can differentiate yourself as a multi-solution financial advisor. Listen and learn the advantages and disadvantages to building your own tax practice as well as how partnering with a firm can also create a mutually beneficial relationship.
Have you come to the realization that there aren't enough hours in the day to not only maintain your current client base but continue to grow it? Host Mary Sterk and guest Bryan Bibbo discuss how you can multiply your time by transitioning client relationships to an associate advisor. You'll learn about the pros and cons of transitioning accounts, the joint client review transition and the do's and don'ts of transitioning a client to an advisor.
Jason L Smith, Founder, President and CEO of Clarity 2 Prosperity is featured in this episode, which is a presentation given to advisor members of a Mastermind Collegium. This engaging podcast covers many topics, including the Rainmaker Multiplier and right fit advisor concepts along with the Bucket Plan philosophy. You’ll learn many impactful ways advisors can further grow their businesses. Multiply your knowledge today
Hosts Mary Sterk and Gina Pellegrini discuss delegation and its ability to improve collaboration and communication within your team. Listen and learn about the 3 Cs and the two types of delegation and discover the tools that will help you multiply your results and grow your business.
How do you handle estate planning in your practice? Do you simply refer your client to an estate attorney and hope that they keep you in the loop? Or do you feel like you lose control of the process once it moves to the attorney? It doesn’t have to be that way. Jason L Smith of Clarity 2 Prosperity interviews Scott Huff,an Investment Advisor Representative with JK Investment Group and creator and CEO of Yourefolio, a platform that keeps the client, the advisor and the attorney all on the same page and continually updated as the estate planning progresses. They discuss various ways in which advisors can significantly grow their businesses by looking for opportunities within their existing client base.