Rainmaker Multiplier On-Demand

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 Advisor

Are you looking to enhance your practice with innovative, tax-efficient solutions? Life insurance may be the answer! Join Kalem Mackey, CFP®, BPC, Executive Vice President at C2P, and special guest Stoyan Petev, CFA, CFP®, CLU, ChFc, Senior VP of Advanced Markets at C2P, as they discuss advanced life insurance concepts that will be taught in greater detail at The Tax Management Journey® training. Discover the significance of life insurance as an asset class, its impact on charitable planning, and strategies for estate tax planning. You’ll also learn about the benefits of life insurance in non-qualified deferred compensation plans and the importance of policy reviews. Tune in to expand your financial planning expertise with these advanced life insurance insights. Visit the US Debt Clock website for real time updates on the current debt status of the US.Resources:The Tax Management Journey training®US Debt Clock for real time updates on the current debt status of the US

Advisors aren’t the only critical elements to a thriving practice. Successful advisory firms also use strategies and resources that help boost their teams’ operational efficiency. Join Jason L . Smith, CEP, BPC, Founder and CEO of JL Smith Holistic Wealth Management and C2P, as he leads a conversation with his Chief Operating Officer, Rob LaCivita, along with Greg Dillon, CFA, CFP ®, CLTC®, NSSA®, Managing Partner and Head of Wealth Management and Retirement Income Planning at OneTeam Financial. Jason shares the necessary evolution of The Advisor Career Path & Compensation Training program, now known as The Teamwork Movement training, to teach advisors the tools and concepts used by accomplished firms to run their practice efficiently. Tune in to hear about the innovative training methods and processes that help create cohesive, high-performing team environments for scalable success.

Are you one of the 88% of advisors who don’t ask your clients for referrals, despite it making up 88% of your new business?* Learn how to enhance your referral process with insights from host Jason L Smith, CEP®, BPC, Founder, and CEO of C2P and JL Smith, and special guest, Bill Cates, CSP, CPAE, author, speaker, consultant, president of Referral Coach International and creator of The Unlimited Referrals Marketing System. Join us as the two discuss Bill’s renowned VIPS (Value, Importance, Permission, Suggest) method ™ for asking for referrals while exploring this framework’s continued relevance today. From innovative strategies that make introductions more effective to organizing special events to facilitate new connections, learn proven methods to start securing referrals with ease from “The Original Referral Coach.”Resources:The VIPS Method framework by Bill CatesTop Advisor Podcast with Bill CatesThe Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients bookT

The most successful businesses have close relationships with centers of influence (COI) — well-connected people or groups that can boost your reputation by recommending you to others. Identifying and collaborating with COIs such as CPAs and tax attorneys can play a critical role in expanding your business networks and attracting your ideal clients. Join host, Matt Seitz, Chief Marking Officer at C2P, and guests, Dave Buckwald, CEO and founder of OneTeam Financial, and Gary Pelfrey, Director of Business Development at JL Smith Holistic Wealth Management, as they discuss the nuances of establishing and nurturing COI relationships. Learn the importance of selecting your COIs carefully with targeted questioning, active listening, and determining what value you can offer one another to create a mutually beneficial relationship that lasts. Tune in for actionable strategies to refine or create your own COI process that fosters sustainable business growth.

Anyone or advisor can deliver a presentation, it’s how you deliver that presentation that makes all the difference. Join host Matt Seitz, Chief Marketing Officer at C2P, and guest Josh Friberg, founder of Your Event Elevated, for part two of their conversation on tips and tricks to engage and convert your seminar audience into loyal clients. Josh advises speakers to ask the right questions, adopt a speaker-ready mindset, and leverage personal and professional growth opportunities to refine their skills. He also shares powerful communication strategies including his five-step method to connect with audiences and spark impactful discussions at events. Don’t miss the final part of this insightful discussion packed with actionable presentation tactics and tricks to become a better presenter. Resources:Financial Advisor Speaking Tips: Workshops, Webinars, & Beyond, Part 1Your Event ElevatedStart with Why: How Great Leaders Inspire Everyone to Take Action book

Are you comfortable meeting with clients and prospects but lack confidence when hosting in-person or online events? Host Matt Seitz, Chief Marketing Officer at C2P, and guest Josh Friberg, founder of Your Event Elevated, are here to help change that, by teaching you how to enhance your public speaking skills and confidence while presenting, regardless of the setting or your current experience. Tune in to learn practical tips and tricks to present confidently and effectively, and how strengthening your skills can help grow your business and foster client relationships.ResourcesYour Event Elevated

If you’re an advisory firm owner trying to propel your business forward, you need competent and compatible staff to support your top advisors now and someday share in their success. In this 100th episode of our Coffee Break with C2P series, host Jason L Smith, CEP®, BPC, Founder & CEO of C2P and JL Smith Holistic Wealth Management, is joined by Rob LaCivita, Chief Operating Officer at JL Smith, and Art Snarzyk, a C2P mentor specializing in hiring and onboarding, to offer their valuable perspectives. Tune in as they share their experiences and strategies for success, highlighting the importance of identifying, training, and retaining skilled staff. Don’t miss out on key insights into fostering a high-performing support team that aligns with your business goals.ResourcesDiscprofile.com - DiSC Profile Kolbe.com | Home of the Kolbe A™ IndexMyers-Briggs Type Indicator® (MBTI®)The 6 Types of Working Genius: A Better Way to Understand Your Gifts, Your Frustrations, and Your Team book Outliers: The Story of Succ

If you’re interested in hosting educational events on topics like taxes in retirement and Social Security to generate leads, this podcast is for you! Join host Dave Alison, CFP®, EA, BPC, President and Partner at C2P, and Bryan Bibbo, AIF, NSSA, BPC, Lead Advisor and Partner at JL Smith Holistic Wealth Management as they discuss nearly everything you need to know about hosting successful workshops to win more clients. Focusing on JL Smith's innovative approach, Bibbo provides practical advice and benchmarks to consider when planning or running these events, including who to partner with and when and where to host them. You’ll also hear key insights from Matt Seitz, Chief Marketing Officer at C2P, on marketing best practices and how much to spend. Discover the keys to driving attendance and how to make these events a regular, profitable part of your business.ResourcesTrue Productions Digital Agency Eight Digit Media American Financial Education Alliance (AFEA)

If you’re wondering how you can leverage the latest in digital marketing to drive your financial practice forward, you have to understand how and when your customers interact with your brand. Join host Cary Chaitoff, Vice President of Marketing at C2P, and special guest, Chelsea Konst, Content Marketing Manager at C2P, for Part 2 of their discussion summarizing some of the key takeaways they learned from attending the 2024 Traffic and Conversion Summit in Las Vegas. Tune in to learn the critical aspects of the customer journey and the power of effective tracking in today’s digital landscape. Don’t miss their insights on leveraging artificial intelligence and algorithms for content delivery, understanding the customer acquisition engine, and the importance of tracking every touchpoint.ResourcesHow Financial Advisors Can Drive Traffic and Boost Conversions, Part 1Traffic & Conversion Summit marketing conference

Almost half of the people in the U.S. like listening to podcasts, and about 75% of them listen because they want to learn new things*. Podcasting provides a unique opportunity for financial advisors to share valuable insights and knowledge with their clients and attract even more. Join Host Matt Seitz, Chief Marketing Officer at C2P, and Dave Alison, CFP®, EA, BPC, President and Founding Partner at C2P, and CEO of Alison Wealth Management, as they discuss the benefits of podcasting for financial advisors and practical tips to get started. Sharing insights on content creation, audience engagement, and leveraging podcasts for thought leadership, this discussion will equip you with the tools and inspiration needed to launch or enhance your own podcast as a financial advisor.* https://crystalmarketingsolutions.com/financial-advisor-video-podcast-marketing/ ResourcesBuzzsprout Free Podcast HostingZoom Meeting and Recording PlatformRiverside.fm - Record Podcasts and Videos from AnywhereLogitech for Creators Blue Ye

When financial services are separate, it is as inconvenient for clients as it is costly to go to multiple specialists. By integrating financial, investment, insurance, and especially their taxes into one overall plan, you can provide remarkable value to your clients and your firm. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P, with special guests, Jeff Warnkin, CFP, CPA, NSSA, Lead Advisor at JL Smith Holistic Wealth Management, and Scott Kaup, CFP®, of Kaup’s Financial Advisors, as they share personal anecdotes on how integrating tax strategies they learned from The Tax Management Journey ® have impacted their advisory services. Tune in to learn how a holistic financial planning approach that includes tax management has on your business growth and overall advisory skills.ResourcesThe Tax Management Journey training®

A strong brand attracts clients and serves as a solid foundation for your marketing efforts. Join host Matt Seitz, Chief Marketing Officer at C2P, and accomplished publicist, author, and brand consultant, Alana Kohl, President of AdvisorPR, as they discuss branding basics for financial advisors and how to ensure your message is always on point to attract your ideal clients. Together they discuss common mistakes advisors make in their branding, and more importantly — how advisors can identify and fix them. Listen in to learn remarkable strategies and insights to align your brand messaging with your business objectives before delving into your marketing plan.ResourcesTime for a new plan? Strategies to roll out in 20244-Step Brand Audit to Build a Magnetic Financial Advisory Firm

Do you struggle to keep your marketing up to date and consistently develop content that resonates with potential clients? In this Coffee Break with C2P, Kirsten Schlumbohm, Vice President of Annuity Sales, hosts Cary Chaitoff, Vice President of Marketing, and Chelsea Konst, Content Marketing Manager, as they share valuable takeaways and best practices they learned at the 2024 Traffic and Conversion Summit in Las Vegas. They unveil some of the latest digital marketing trends, with a strong focus on Artificial Intelligence (AI) as well as practical tips for efficient content creation that is authentic, empathetic, and tailored to your audience. Discover how to attract and convert prospects with targeted messages to maximize your marketing impact.ResourcesChat GPT AI systemTraffic & Conversion Summit marketing conferenceNavigating Financial Content Creation: Tips, Trends, & Compliance podcast episode

Whether it’s to hire a new paraplanner, increase your lead generation efforts, or anything in between — setting specific, realistic goals for the future will increase your chances of achieving them.* C2P team members, Matt Seitz, Chief Marketing Officer and Partner, and Becca Voelpel, Relationship Manager and Ambassador, collectively share their own experiences and work with advisors to set SMART (Specific, Measurable, Attainable, Realistic, Time-Sensitive) goals and stick to them. Tune in for valuable insights and strategies for setting and achieving your goals, both personally and professionally, and set your firm up for success for years to come.ResourcesBalancing the Scales: The Positive Impact of Weight Loss And Good Health, Episode 8 of JL Smith Holistic Wealth & Health Podcast: https://c2pe.info/4aSBcmnWho Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork Book: https://c2pe.info/3Hd9nYf10x Is Easier Than 2x: How World-Class Entrepreneurs Achieve More by Doing Less Book: htt

With 2024 on the horizon, we are proud to present "C2P's Top Podcasts of 2023.” Here, we share with you excerpts of our three most popular episodes from our podcasts to round out the year as a celebration of 2023 as we look ahead.1.   Coffee Break with C2P: How to Kickstart Client Relationships with One Phone CallRainmaker Multiplier On-DemandAre you familiar with “right fit client calls?” These calls are key to developing rapport and building a relationship with a potential client quickly and effectively. While listening to the client is a crucial aspect, so is knowing how to steer the conversation and make a lasting connection.In this excerpt of the Bucket Plan® On-Demand podcast, host Matt Seitz, Partner and Chief Marketing Officer at C2P, interviews right fit call experts Gary Pelfrey, Director of Business Development at JL Smith, and Andrei Henson, Advisor Growth Specialist at C2P. They chat about tips and tricks to holding a productive and insightful right fit call that demonstrates your value and sets

Providing quality service is a great opportunity to differentiate your firm, retain business, and stimulate referrals to fuel your practice’s growth. In fact, 84% of companies that work to improve their customer experience report an increase in their revenue.*Join host Dave Alison, CFP®, EA, BPC, founding partner and president at C2P and Alison Wealth Management, and special guests to learn the art and impact of delivering exceptional customer service in the financial advisory industry. Dave chats with , Founder and President of California Retirement Advisors, Chris Cordoba, CFP™, RFC®, CFS, as well as David Roth, CFP®, EA, BPC, Tax and Wealth Advisor at Alison Wealth Management share valuable insights on how to go above and beyond for your clients, seize opportunities to connect, and practical strategies and resources to aid in your efforts.Resources:·      The Service Economy book·      The Wow Factor book·      Raving Fans book·      How To Win Friends And Influence People book·      Absolute Engagement En

Are you struggling to create engaging and effective paid social ads? Or want to begin filling your sales funnel with outside prospects, but don’t know where to start? In this episode, host Matt Seitz, Chief Marketing Officer at C2P, sits down with guests and C2P team members Cary Chaitoff, Vice President of Marketing, and Ericca Rivera, Paid Advertising Specialist & Social Media Coordinator, to discuss social media and ad best practices for success. Tune in to learn valuable strategies and tools to maximize the effectiveness of your new or existing online campaigns.Sources:https://www.facebook.com/business/help/290009911394576#:~:text=Use%20an%20ideal%20time%20frame&text=A%2FB%20tests%20can%20only,days%20may%20produce%20inconclusive%20results. https://getrecast.com/creative-performance/

For most successful advisory firms, business development is less of a stand-alone process and more about helping attract advisors who provide quality service that fosters strong client relationships. Host, Jason L Smith, CEP®, BPC, Founder and CEO of C2P and JL Smith, is back with Philip Palaveev, the founder and CEO of The Ensemble Practice and creator of the G2 Leadership Institute. The two continue their discussion on advisory firm best practices for sustainable success, focusing on this unique approach to business development. Together they emphasize the importance of identifying and nurturing top talent to ensure the continued success and growth of your organization. Learn how and why to cultivate motivated, future leaders within your firm to facilitate client relationships that boost your reputation and create a natural source of unsolicited referrals.Resources:Sustainable Practice Success, Part 1: Career Path & Compensation ModelsThe Ensemble Practice book by Philip PalaveevAdvisor Career Path &

Whether you're just starting in financial services or are a seasoned pro, every professional needs a strong team and sound internal structure to grow their business. Join industry leaders, Jason L Smith, CEP®, BPC, Founder and CEO of C2P and JL Smith, and special guest, Philip Palaveev, the founder and CEO of The Ensemble Practice and creator of the G2 Leadership Institute. Together, they discuss the concepts and strategies they use to build successful, sustainable, and scalable financial advisory practices. Learn the concepts of the Ensemble Practice model, that helped inspire the Advisor Career Path & Compensation program at C2P, and how this course teaches advisors to recruit, reward, and retain top talent to adequately invest in them for the future of their business. Tune in to discover how to build a firm that stands the test of time in a rapidly evolving industry.Episode Resources: The Ensemble Practice book by Philip Palaveev Advisor Career Path & Compensation Training