Rainmaker Multiplier On-Demand

Any holistic financial advisor who reports to the U.S. Securities and Exchange Commission (SEC) is familiar with having content reviewed by a compliance department before it's considered safe to share. Chances are they’ve also had content rejected by compliance at least once or twice. Listen in to learn from C2P Paid Advertising Specialist & Social Media Coordinator, Ericca Rivera, and C2P Compliance Analyst, Dustin Anaas, how marketing and compliance departments sync up to create compelling, but compliance-approved, content. Learn what analysts look for when reviewing advisor content and tips for a smoother approval process.Related episodes:Chat GPT for Financial Advisors, Part 1: How to Create and Streamline Social Media & AdsChat GPT for Financial Advisors, Part 2: Save Time and Generate Marketing Content with AI

Email marketing is a powerful tool financial advisors should leverage to engage and nurture relationships with their centers of influence, current clients, and prospects, by tailoring campaigns to each audience. This Coffee Break’s discussion, led by Matt Seitz, Chief Marketing Officer and Partner at C2P, includes some of the best practices for digital marketing from the C2P team’s own Ericca Rivera, Paid Advertising Specialist & Social Media Coordinator, and seasoned financial industry marketer, Cary Chaitoff, VP of Marketing. Listen for strategies that work and insights from Inbound 2023, HubSpot’s Marketing & Sales Conference, that you can implement right away to improve the reach and response rates of your email campaigns. Plus, you’ll learn the importance of producing personalized content and valuable resources to help you get started.Resources:FMG Suite – All-in-One Financial Advisor Marketing PlatformSnappy Kraken – Personalized Websites, Original Content, etcLevitate – Relationship Marketing a

With the onset of Medicare’s open enrollment period, host Matt Seitz, Chief Marketing Officer at C2P, and guests are here to discuss this timely topic and the value of having a Medicare specialist on your financial advisory staff. Tune in to hear expert insights from guests, Ashley Leibowitz, CEO of Assure All Insurance, and Gary Pelfrey, Director of Business Development and the Medicare specialist at JL Smith Tax & Wealth Planning. You’ll learn the importance of integrating Medicare planning into holistic financial advising, the challenges clients face in navigating Medicare, and how having an expert in house can give your firm a competitive edge, while acting in the best interest of your clients.

In this Coffee Break episode hosted by Matt Seitz, Chief Marketing Officer at C2P, we discuss client appreciation gifts, events, and community service initiatives advisors can use to show their clients they care about them and value their business. Guests, Tony Engrassia, ChFC®, CFF®, LUTCF® President and CEO Wealth Management Strategies; Julie Manning, RICP®, CFF®, Founder and CEO of Keystone Financial Planning; Nikki Glynn, Senior Director of Marketing at Petros Estate & Retirement Planning; and more share their creative gift ideas and the impact they’ve had on their client-relationships. Whether it’s a hand delivered, locally made pie for Thanksgiving, a personalized birthday gift, or a goodie basket to welcome new clients, tune in to discover creative ways to meaningfully show appreciation to your clients, for any kind of occasion.

Get ready for the inside scoop on how to screen and secure a top producer, or Rainmaker Multiplier, for your firm. Join host Kalem Mackey, CFP®, BPC, Partner and Executive VP of Insurance Distribution at C2P, and guest Art Snarzyk, President of InnerView Advisors, an advisor mentor with C2P, and creator of our Right Fit Advisor program. Art shares techniques and tools to secure talent and ensure they’re a culture match for your firm, so you don’t make a mistake with this critical hire. In addition to success stories from advisors who enlisted Art’s help, you’ll hear from Jason L Smith, CEP®, BPC, Founder and CEO of C2P, as he talks recruiting talent, and pinpoints common traits of high performers that often predict their success.

Time is money, and the hours you spend on tasks like scheduling and email follow ups take a huge chunk out of your ability to focus on revenue generating activities that truly deserve your attention. Join our host Jason L Smith, Founder & CEO of C2P, and Mike Abramowitz, speaker, author, transformational coach, and Better Than Rich partner, as they discuss the power automation, delegation, and systemization can have on your business and family life. Discover how offloading time-consuming tasks to a virtual assistant and using AI can free up time, streamline your operations, and allow your business of any size to thrive.

Life insurance carries many misconceptions today that may prevent your clients from purchasing coverage, and many who want to take advantage of its benefits fail to do so before they truly need it. Host Kirsten Schlumbohm, Vice President of Annuity Sales at C2P and our insurance experts are here to kick off Life Insurance awareness month by sharing their experiences and heartfelt personal stories that put life insurance’s true value into perspective. Hear firsthand from our special guests, Walter C. Young III, MBA, RICP®, president of One Strategic Capital, and author of The 5th Option: Why Your Retirement Plan Won’t Work the Way You Think It Will, and C2P’S Sam Doerr, Vice President of Life Insurance Sales, how life insurance can be used as a powerful financial planning tool. Tune in to learn how it can help your clients protect their beneficiaries, achieve their retirement goals, and provide total peace of mind throughout their lifetime.Sources:https://fidelitylife.com/life-insurance-basics/life-insurance-1

You probably have more prospects in your CRM than you think — but prospects only turn into opportunities if you go after them! Hear host Gina Pellegrini, owner of Pellegrini Team Consulting, reveal the power of consistency and how it helps convert prospects to clients, so those clients can eventually become referrers. With example scripts, scheduling tips, and more, Gina shares her effective follow-up process, best practices, and offers her suggestions to guest advisors to help them improve their results. Tune in to discover how to better engage, nurture, and eventually convert your prospects into clients.

Are you a financial advisor Intrigued by Chat GPT but not sure how to start using this AI writing tool at the office level? Hosts of our first Chat GPT themed podcast, Matt Seitz, Chief Marketing Officer at C2P, and Ericca Rivera, Paid Advertising Specialist & Social Media Coordinator at C2P, are back to discuss how this innovative technology can act as a free marketing coordinator for your firm! Special guests Lisa Chenet, Director of Operations and advisor with CLP Financial, and Elizabeth Tatis of FSC Wealth Advisors share the tactical ways they use AI technology every day to quickly generate content ideas, write compelling marketing and ad copy, or create a helpful framework to guide your marketing efforts.

Are you struggling to know where to focus your marketing efforts and how to spot issues in your process before they impact your sales and revenue? Tune in to hear solutions from Host Greg Hammer, CEO of Hammer Financial Group, and guests Suzanne Scheiman, Marketing Manager at JL Smith, and Colleen Mansmith of Hammer Financial Group, as they share their experiences (and success!) with tracking marketing leads, webinar attendance, and more. You’ll learn the concrete metrics these financial marketing gurus use in their roles and how the right numbers can shape your firm’s goals, strategy, and trajectory. 

If you’ve ever had trouble finding the perfect words to capture your social media audience or explain your advisory firm in an advertisement, Chat GPT is the time-saving helper for you. You may have heard of this tool but not known how it can benefit you as a financial advisor, which is why host Matt Seitz, Chief Marketing Officer at C2P, is here with Ericca Rivera, Paid Advertising Specialist & Social Media Coordinator at C2P. Ericca shares helpful (compliance friendly!) tips on getting started with Chat GPT and using it for your paid ads and social media marketing.

Coming to you from the 2023 Mastermind Collegium in Cleveland, Jason L Smith, Founder & CEO of C2P, talks with the top four advisors on the C2P leaderboard in this panel. John Del Greco, founder of Del Greco Tax & Insurance Group; Dave Alison, CFP®, EA, BPC, President and Co-Founder of C2P; Jeannette Bajalia, Founder of Petros Financial Group & A Woman’s Worth; and Bryan Bibbo, AIF, NSSA, BPC, Partner at JL Smith; share the personal and professional strategies helping them close more business.

Storytelling for financial advisors is just as important as the sales process, and you need to do more in your online presence than drop buzzwords like “fiduciary.” In this Coffee Break, Matt Seitz, Chief Marketing Officer of C2P, is joined by Nikki Glynn, Marketing Director at Petros Financial Group and Woman's Worth, and Chelsea Konst, Content Marketing Manager at C2P, to share how to leverage the unique who, why, and how of your firm. Listen and subscribe to learn how your marketing can better connect with prospects!

They say in sales that time kills deals, but creating deliverables can boost efficiency in your process and improve your client experience. However, building this packaged plan for your clients can be time consuming, especially for lead advisors. That’s why Dave Alison, President and Co-Founder of C2P, talks with Joe Bilello, of Avanti Wealth Management; Julie Manning, Founder of Keystone Financial Planning; and Charlie Ehrenfried, Partner at Retirement Matters; about game-changing trainings, templates, and tools that make plan design easy to delegate to your team. 

Successful advisors know that marketing is just as important as their services when it comes to building value for clients. Matt Seitz, Chief Marketing Officer at C2P, talks with Greg Hammer, CEO and President of Hammer Financial Group; Gary Pelfrey, Director of Business Development at JL Smith Wealth & Tax Planning; and Glen Pier, Founder and President of Infinity Wealth Planning, about what’s been working for them. From virtual campaigns and events, search engine optimization (SEO), and leveraging the power of Google, they offer insight on ways to grow your brand and business.This podcast is intended for use with financial professionals. Items discussed in this episode should be discussed with your firm’s compliance department for clarification and approval.

Your team is your life preserver in your firm, so why is it so hard for advisors to let go and allow them to do the job you hired them to do? Gina answers this question and tips for financial advisors to relinquish a bit of control, giving their staff the power to execute the vision and mission of their practice. She covers everything from delegation, implementing tools and processes, and normalizing having fun at work to create a stronger, more successful team. Listen now!**At the time of delivery and any subsequent publishing, information was deemed reliable but is subject to change by the time of viewing. The contents of this piece include the opinions and projections of C2P Enterprises, are subject to change, and are for informational purposes only. The information provided in this presentation is not intended to be individual investment, tax, or legal advice.

The C2P superheroes are here — Founder and CEO Jason L Smith; President and founding partner Dave Alison, and Chief Marketing Officer and partner Matt Seitz discuss what’s new, improved, and next at C2P. From investing in a new tech platform and tools for opening and managing accounts to a fresh version of The Bucket Plan® book on the horizon (and an audio version!), we’re enhancing the experience for financial advisors under our wing and their clients.To learn more about the qualifications for InvestmentNews' 40 Under 40 Awards, click here.To learn more about Prosperity Capital Advisors being named One of the Best Financial Advisory Firms by USA Today, and its qualifications, click here.At the time of delivery and any subsequent publishing, information was deemed reliable but is subject to change by the time of viewing. The contents of this piece include the opinions and projections of C2P Enterprises, are subject to change, and are for informational purposes only. The information provided in this presentati

Want to Learn how to heat up your summer with marketing without cooling down your clients? Matt Seitz, Chief Marketing Officer at C2P, talks with Suzanne Scheiman, Marketing Manager at JL Smith; and Nikki Glynn, Senior Director of Marketing at Petros Financial Group, about how they keep their client pipeline flowing, despite summer engagement slowdowns.

The answers to that question will surprise you! Charles Sarvari, Regional Director of Dimensional Fund Advisors, breaks down the data his team gathered from advisors and people in over 100 thousand households from the past seven years. Sarvari shares key insights into client top priorities and preferences, covering everything from how they like to communicate with you and their stance on advisor fees. Download and tune in now!

What can you do as an advisor if a client doesn’t want to move all their money to you? Show them the consequences if they don’t. Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P, talks with Scott Kaup, CFP®, of Kaup’s Financial Advisors, about simple ways you can get your clients to understand the value of you as a holistic advisor who can keep their financial goals on track while mitigating their lifetime taxes and more. Listen now! Check out the resources from this episode below, as well as a link to the YouTube video of this episode!Watch on YouTube“Where It Goes” example referenced by Dave