Rainmaker Multiplier On-Demand

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 TeamsBooks referenced:Smarter, Faster, Better by Charles DuhiggVisioneering: Your Guide for Discovering and Maintaining Personal Vision by Andy Stanley Slow Productivity: The Lost Art of Accomplishment Without Burnout by Cal NewportFramework referenced: Simon Sinek's Golden CircleSystem 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 SmithThe Advantage: Why Organizational Health Trumps Everything Else In Business by Patrick LencioniFree 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 SmithThe 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 Loyalty by Patrick LencioniProcess referenced: The Bucket Plan® philosophyTraining referenced: The Teamwork Movement Live Training Free Toolkit: The Rainmaker Multiplier Toolkit (includes bonus chapters and templates)The Ensemble Practice program referenced: G2 Leadership InstituteBusiness 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 Retirement by Jason L SmithProcess referenced: The Bucket Plan® philosophyFree 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 SmithProcess referenced: The Bucket Plan® philosophy Tax planning and management training: Ed Slott and Company's Advisor Training Organization referenced: Strategic CoachFree 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 Retirement by Jason L SmithOrganization referenced: Strategic CoachToolkit 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.ResourcesClientFirst™ — Digital community platform for financial professionalsWomen in Insurance & Financial Services (WIFS) conferenceSourceshttps://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 TrainingBooks:Traction: Get A Grip On Your Business by Gino Wickman The Hiring Advantage by Gina Pellegrini and Jason L SmithThe 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 AIPreviously 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.comStatistics:Research shows women's pain is often underestimated by healthcare providersRecent studies confirm many pain medications don't work as effectively for women as for menWomen 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 WomenContinuing education platform: Knowledge Hub PlusMentorship program: FinServe FoundationIndustry 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 syndromeStatistics:Women represent only 20-25% of financial professionals, a number that hasn't significantly changed in two decadesProfessionals with one designation experience 13% higher growth in earnings and 35% higher client retentionAdding a second designation increases these numbers to 19% higher earnings growth and 45% higher client retention16% of female professionals with designations receive client referrals76% of individuals believe mentorship would help them professionally, but only 37% have mentorsOne-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 KrakenMarketing Agency for Financial Advisors: The Agency at C2PStatistics:Optimistic and positive subject lines consistently achieve higher open ratesPersonalized, 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 ServicesState of Women in Wealth Management Report 2023Statistics:Buy Back Your Time by Dan MartellThe Book of Boundaries by Melissa UrbanFour 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 ServicesState of Women in Wealth Management Report 2023Statistics:Buy Back Your Time by Dan MartellThe Book of Boundaries by Melissa UrbanFour 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 PapasanSlow Productivity: The Lost Art of Accomplishment Without Burnout by Cal NewportWho Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork  by Dan Sullivan and Dr. Benjamin HardyEssentialism: The Disciplined Pursuit of Less by Greg McKeownExtreme 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 SinekThe 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 Change by Stephen R. CoveyThe 4 Disciplines of Execution: Achieving Your Wildly Important Goals by Chris McChesney by Chris McChesneyPodcast: Episode 115: Supercommunicators with journalist Charles DuhiggVideo:Big Think+ interview with Cal NewportStatistics:Remote work productivity increases 22% on average when properly managed and supported80% 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 CoachProfessional 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 AIWebsite and content management platform: FMG SuiteBook: The AI-Driven Leader: Harnessing AI to Make Faster, Smarter Decisions  by 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, ZohoAdvanced marketing automation: HubSpot, ActiveCampaign, Act-OnStatistics: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 Listen By 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: MyRepChatCRM platform referenced: Redtail SpeakCompliance platform referenced: Smarsh archivingU.S Securities & Exchange Commission: SEC.gov | SEC Charges Nine Investment Advisers in Ongoing Sweep into Marketing Rule ViolationsSEC'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 RIAsOff-channel communication penalties: Up to $50 million for self-reporting firmsAffected 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, LevitateGift Services Referenced: Snappy Gifts, Cheryl's Cookies, Amazon BusinessCommunication 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, ClaudeCRMs Referenced: HubSpot, SalesforceConferences Mentioned: HubSpot INBOUND ConferenceWebinar platforms mentioned: American Financial Education Alliance (AFEA), Eight Digit MediaC2P Advisors only:Marketing services referenced: The Agency at C2PStatistics: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® instrumentBook Referenced: The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free RetirementC2P 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 OfficeFinancial 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 ProgramInnerView 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 channelSoftware referenced: CanvaPlatform referenced: FiverrStatistics: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 LeadershipBook referenced: The AI Driver Leader: Harnessing AI to Make Faster, Smarter Decisions.AI software referenced: ChatGPTAI software referenced: Microsoft Co PilotJohn D. Rockefeller BioStatistics:https://www.mckinsey.com/~/media/mckinsey/featured%20insights/Digital%20Disruption/Harnessing%20automation%20for%20a%20future%20that%20works/MGI-A-future-that-works-Executive-summary.ashxhttps://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 SellingTraining Referenced: The Bucket Plan® 1.0Training 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: RiversideEstate Planning Tool: Wealth.comAI Video Editing Tool: Opus AIVideo Email Software: Bomb BombVideo Editing Freelancers: fiverrAI Video to Text Tool: loomStatistics: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/4bM44MhResources:Alanah's website: Break Up With Your Broker-DealerFree 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 KrakenFMG SuiteCatchlight: 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 SullivanThe 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 Success BookNo Brown Days Color Coded Time Calendars SystemTeamwork Movement Live Training Airtable Database Sharing PlatformCatchlight: Prospecting & Marketing Growth for AdvisorsMarketing 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