Rainmaker Multiplier On-Demand

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/quantumbla

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: WhenWomenGe

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 yourse

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: Zo

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, segme

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 Glo

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 

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

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 Thr

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:

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

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 Crea

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 w

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