Rainmaker Multiplier On-Demand

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 

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%

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%

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 Re

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.com

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 c

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 b

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 m

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 B