Rainmaker Multiplier On-Demand

If you invest in lead generation, prospects may download guides, register for webinars, and raise their hands, but what happens next? Join host Matt Seitz, Chief Marketing Officer, as he sits down with Owen Brodhead, Digital Marketing Manager of C2P and Prosperity Capital Advisors, to explore the critical systems that turn interested prospects into scheduled conversations. Discover how to build clean lead flows matched to prospect intent, why speed to lead matters more than you think, and how branding consistency across every touchpoint influences trust before you ever speak to a prospect. From adapting follow-up rhythms for different campaign types to using storytelling instead of feature lists, this episode covers the fundamentals for advisors to convert more leads without adding stress or spend.Resources: Organic Growth Platform referenced: CatchlightEducational Workshops referenced: American Financial Education Alliance (AFEA)

Scaling your advisory practice requires a fundamental shift: moving from being the brand to building a brand that can thrive without you. In this episode, host Matt Seitz, Chief Marketing Officer at C2P and Prosperity Capital Advisors, sits down with Claire Dowdall, Director of Brand at Exactly What to Say, to explore how financial advisors can intentionally grow their business brand while maintaining the trust and authenticity clients expect. Claire shares insights from scaling Phil M Jones’, brand through 60+ certified guides, addressing the real questions advisors wrestle with: How do you transfer credibility and trust from yourself to your team? What happens when clients have always worked with you personally? In an industry where compliance constraints are tight and trust is everything, how do you show up authentically without getting overwhelmed by the pressure to be everywhere online? This conversation offers a clear path forward for advisors ready to build something bigger than themselves.ResourcesBoo

AI tools have moved from experimental to critical in financial services marketing. Join guest host, Dustin Anaas, Compliance Analyst at Prosperity Capital Advisors and C2P, as he interviews his colleague, Gina Moravec, Podcast and Digital Media Manager, along with guest, Kailyn West, Marketing Coordinator at JL Smith Holistic Wealth Management. Together they break down practical insights from MAICON, Cleveland's Marketing Artificial Intelligence Conference. Listen as they share the latest on prompt engineering, tool selection, and ethical implementation. This conversation covers how to get better results from the AI tools you already use, which new platforms solve real problems, and how to maintain your authentic voice while leveraging automation. Resources:AI tools referenced (primarily for content creation):  ChatGPT , Google Gemini, Claude, Microsoft Co-PilotAI research and analysis tools referenced: Grok 4, Google Notebook LMAI video generation software referenced: HeyGenConference referenced: MAICON Conf

You've poked around with ChatGPT, saved a few prompts, and told yourself you're using AI. But experiments don't create habits, and without habits you'll never move from occasional timesaving to systematic transformation. Join host Jason L Smith as he continues his conversation with Tom Lambotte, CEO of AI Simplifier™, to discover why dabbling costs you and how structured habits can multiply your results. Hear how the advisors integrating AI correctly are already reducing client meeting prep from 60 minutes to 90 seconds and eliminating late-night follow-up emails entirely. Resources:Previous episode referenced: How Financial Advisors Can Win Back Time Using AI Part 1Program referenced: AI Simplifier™

You've watched the AI demos, signed up for the newsletters, and told yourself you're staying on top of this technology. But staying in learning mode has a cost that compounds every week. The firms that moved past the flashy presentations and figured out how to integrate AI into their actual workflow are already reclaiming hours you're still spending in the weeds. Join host Jason L Smith, as he sits down with Tom Lambotte, Founder of AI Simplifier™, to explore the critical distinction between using AI tools and learning to use AI correctly, and why that difference will separate thriving practices from struggling ones over the next 12 to 36 months.Resources:Programs referenced: Strategic Coach, Abundance 360, Front Row Dads

How you prepare your organization to use AI determines whether it becomes a productivity tool or another piece of abandoned software. Join host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, as she sits down with Luke Ripienski, CFP®, Chief Compliance Officer, and Dustin Anaas, Compliance Analyst, to explore how advisory firms can adopt AI without creating unnecessary risk. Learn how to identify high-value use cases in your practice, establish governance frameworks that work, and train AI to become a productive team member. From review processes to data exposure pitfalls, this episode provides the practical roadmap advisors need to implement AI with confidence.Resources:AI Platforms Referenced: ChatGPT, Gemini, Perplexity, Microsoft CopilotSoftware referenced: Zoom AI Companion, Zocks

When it comes to webinars, many advisors focus solely on the handful who attend live while leaving the majority of registrants completely unworked. If you had 80 people register and 8 people booked on your calendar, what are you doing with the other 72 leads you've already paid for? Join host Kalem Mackey, Executive VP and Partner at C2P, as he sits down with Matt Seitz, Chief Marketing Officer at C2P and JL Smith Holistic Wealth Management, as they discuss how to improve your webinar process from touchpoint to follow-up. From mastering the unique challenges of presenting without audience feedback to implementing documented follow-up systems that work every lead, you’ll learn practical ways to transform your webinars from one-time events into systematic lead conversion machines.Resources:Lead generation partners referenced: Eight Digit Media, AFEA, AcquireUp (formerly White Glove) Follow-up call service referenced: Pellegrini Team Consulting  (Gina Pellegrini)C2P Advisors Only:Coaching and support program ref

Converting digital leads into clients remains one of the biggest challenges facing financial advisors today, especially with the likelihood that the same leads are being worked by multiple advisors simultaneously. Discover how modern marketing technology stacks powered by AI and automation can transform your lead conversion process. Join host Cary Chaitoff, Vice President of Marketing at C2P, as he sits down with Robert Sofia, founder and CEO of Snappy Kraken, to explore practical strategies for building a growth stack that scales. Discover strategies for enriching lead data, segmenting your audience, and tracking meaningful metrics. Get practical tactics for modernizing your marketing operations and building sustainable growth.Resources:Marketing platforms referenced: Snappy Kraken, FMG Suite, Salesforce Marketing CloudLead generation platforms referenced: SmartAsset, WiserAdvisor, Zoe Financial, Ramsey SmartVestorData enrichment platform referenced: CatchlightStatistics:68% of digital leads are being worked

Advisors who contact leads within one to two days of initial engagement see conversion rates up to 60% higher than those who wait a week or more, according to MarketingSherpa. Yet most advisors struggle to implement systematic follow-up processes that capitalize on every lead generated. Join host Matt Seitz, Chief Marketing Officer at C2P, as he sits down with Cary Chaitoff, Vice President of Marketing at C2P, to explore proactive strategies that help turn lead generation into actual business growth. From crafting compelling voicemail scripts to tracking conversion metrics, discover how to build a marketing process that works smarter, not harder, to convert prospects into clients. Resources: For C2P Advisors only: Marketing services referenced: The Agency at C2P Statistics: 44% of salespeople stop after one follow-up call  2% of all sales happen on the first contact across all industries Advisors who contact leads within 1-2 days of initial engagement see conversion rates up to 60% higher than those who wait

AI search is fundamentally changing how prospects discover advisors, and the content strategies that worked six months ago are already obsolete. Join host Matt Seitz, Chief Marketing Officer at C2P, as he continues his conversation with C2P team members, Mila Bennet, Content Writer, and Owen Brodhead, Digital Marketing Manager, fresh from INBOUND—HubSpot's Marketing and Sales conference. Discover how to structure content so AI search engines find you, why online reviews now directly impact your visibility, and how spreading your message across multiple channels keeps you top of mind. From email best practices to video strategy, this episode reveals what separates advisors who get found from those who get overlooked.Resources:Previous podcast episode: Marketing Shifts That Matter: INBOUND Insights for Advisors Part 1Conferences Mentioned: HubSpot INBOUND ConferenceCRM Referenced: HubSpotC2P Advisors only:Marketing services referenced: The Agency at C2PStatistics:Three words or less in subject lines with no pre

Email marketing is evolving rapidly as Apple introduces new priority placement algorithms and AI search engines reshape how prospects find advisors—strategies that worked last year are already obsolete. Join host Matt Seitz, Chief Marketing Officer at C2P, as he interviews C2P team members, Mila Bennet, Content Writer, and Owen Brodhead, Digital Marketing Manager, fresh from INBOUND – HubSpot’s Marketing and Sales conference. Discover how Apple's email rules are changing inbox strategy, why the shift from SEO to AEO (Answer Engine Optimization) matters for your practice, and how HubSpot's Loop Marketing Framework replaces traditional funnels. Whether you're testing negative emojis in subject lines or optimizing for AI search, this episode offers specific tactics you can implement this week.Resources:Conferences Mentioned: HubSpot INBOUND ConferenceCRM Referenced: HubSpot C2P Advisors only:Marketing services referenced: The Agency at C2P

Mergers & Acquisitions (M&A) headlines and aggregator emails fill our inboxes daily, with deals focused on multiples and valuations. But the financial calculations are the straightforward part. The real challenges lie in understanding your true motivations, assessing whether you have the right skills for growth versus succession, and managing the emotional aspects of partnership or sale. Join host Dave Alison as he interviews Stan Milovancev, CPA, QKA, co-CEO of Prosperity Capital Advisors and C2P, to discuss both the strategic framework for these decisions and the practical insights from Dave's own recent integration experience. Together, they explore the critical questions advisors should address before pursuing any M&A transaction - from avoiding the "muddy middle" trap to developing delegation skills well before you need them.Resources:Organization referenced: Entrepreneurs' Organization (EO) Forum

We've all encountered moments in our careers where we question whether we're maximizing our impact. Discover how one of the industry's most recognized thought leaders transformed from cold-calling struggles into building platforms that serve over 2,100 advisors. Join host Jason L Smith as he sits down with Michael Kitces, CFP®, founder of Kitces.com, Head of Planning Strategy at Focus Partners Wealth and the driving force behind XY Planning Network and AdvicePay. Learn strategies for building subscription-based planning models, implementing scalable business systems, and multiplying your influence impact beyond traditional client service. Platform referenced: XY Planning NetworkSoftware referenced: AdvicePayContent platform: Kitces.comPodcast referenced: Financial Advisor Success podcastStatistics:Over 20,000 advisors subscribe to Kitces.com member content for continuing educationXY Planning Network has grown to 2,100 advisors since its 2014 launch

The One Big Beautiful Bill (OB3) represents the largest tax reform opportunity advisors have seen since the 2017 Tax Cuts and Jobs Act. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and Prosperity Capital Advisors, as he interviews Glen Pier, Certified Financial Fiduciary®, BPC, founder of Infinity Wealth Management and C2P founding member, who has doubled his workshop attendance since OB3 passed. Discover how Glen is leveraging these tax changes to re-engage prospects, expand his client base, and position his practice for unprecedented growth, and how you can do the same. From practical marketing tactics to client communication strategies, this episode reveals how top advisors are capitalizing on OB3 to differentiate themselves and capture significant new assets under management. Resources:Training referenced: The Tax Management Journey®

Building the right compensation strategy is one of the most critical investments advisory firms make—after all, people are often your largest expense and greatest asset. Discover how to create compensation models that not only attract top talent but inspire firm-wide growth and long-term commitment. Join guest host Kirsten Schlumbohm as she sits down with Kelli Knudsen, EA, Controller and Head of People and Culture at JL Smith Holistic Wealth Management, to explore their innovative "base plus incentive plus stake in the outcome”— part of the comprehensive approach developed through C2P's Teamwork Movement Practice Management program. Kelli shares practical insights from over a decade of experience implementing and refining these compensation strategies that balance financial stability with performance motivation. Learn how to design compensation plans that get everyone from receptionists to senior advisors invested in your firm's success. Resources:Program referenced: The Teamwork Movement Practice Management

Your website is often the first thing prospects see in their search for a financial advisor. You have to make your first impression count if you want to convert that visitor into a client. Discover the essential elements that make financial advisor websites both visually appealing and functionally effective. Join host Cary Chaitoff, VP of Marketing at C2P, as he interviews Missy Shermer, Senior Digital Account Manager, and Owen Brodhead, Digital Marketing Manager, to explore practical strategies for creating websites that convert visitors into qualified prospects. Learn how to optimize your current or future website for both user experience and search engines while navigating compliance requirements in the financial services industry. Resources:Website platform for financial advisors referenced: FMG SuiteWebsite analytics tool referenced: Google AnalyticsDesign tool referenced: CanvaStatistics:62.54% of global website traffic comes from mobile devices

Are you ready to unlock AI's true strategic potential? Most advisors are stuck using AI for basic tasks, but the real transformation happens when you leverage it as a strategic thought partner. In this follow-up conversation, discover how to overcome compliance roadblocks, build sophisticated AI workflows, and use advanced prompting techniques that can compress months of strategic work into hours. Join host Dave Alison and Matt Seitz as they continue their conversation with Geoff Woods, founder of AI Leadership and author of The AI Driven Leader, exploring real-world applications that go far beyond content creation. From conducting AI-facilitated leadership meetings to building custom enterprise solutions, learn how successful advisors are using artificial intelligence to drive exponential business growth and operational excellence.Resources:Previous episode: Leveraging AI to Lead and Scale: Strategic Applications for Advisors Pt 1Book referenced: The AI Driven Leader by Geoff WoodsAI Leadership: Geoff Woods’

If you’re still using AI for basic tasks like writing emails or taking notes, you’re missing the real opportunity. You could be using AI to help you redesign your entire business model, identify blind spots in your leadership, generate alternative growth strategies in minutes, and more. Join host Dave Alison and Matt Seitz, as they welcome back Geoff Woods, founder of AI Leadership and author of The AI Driven Leader, for an advanced look at strategic AI applications that can transform your practice. Discover how to move beyond the "80% tasks that drive 20% of value" and start leveraging AI for the high-impact work that actually scales your business. From building your own "AI Board of Directors" to using the CRIT framework for prompting, this episode reveals practical approaches successful advisors are using to gain competitive advantage through artificial intelligence.Resources:Geoff Woods website referenced: AI LeadershipBook referenced: The AI Driver Leader: Harnessing AI to Make Faster, Smarter Decisions.

Standing out in today's saturated financial services market requires more than just being better—it demands being authentically different. Join host Matt Seitz, Chief Marketing Officer at C2P, alongside Cary Chaitoff, Vice President of Marketing, and Chelsea Konst, Marketing Director, as they as they share their biggest takeaways from attending Snappy Kraken’s marketing conference, Jolt! Discover how shifting from reactive to proactive marketing strategies, defining your unique niche, and leveraging digital channels can transform your practice's growth trajectory. From crafting compelling homepage messaging to building meaningful client relationships through personalized data, they’ll reveal how to break through the noise and connect with your ideal prospects.Resources:Conference referenced: Jolt Conference by Snappy KrakenFramework referenced: StoryBrandStatistics:68% of investors under 60 say they made their advisor choice via digital channels (as 50% of investors say social media plays a vital role in who

What does it really take to scale your organization without compromising your mission? Join host Kirsten Schlumbohm, Vice President, Head of Annuity Sales at C2P, as she sits down with Kellan Brown, COO and Chief Development Officer of 100 Women in Finance, who's built a 36,000-member network spanning 33 countries with just 17 staff members and 600+ volunteers. Listen as Kellan shares the unfiltered truth about balancing revenue generation with purpose-driven goals. Learn her approach to investing in top performers, how she tailors her message for different global markets, and why saying "no" can be your best growth strategy. Get practical frameworks for team engagement, authentic relationship building, and creating systems that scale without losing personal touch. Resources:Organizations referenced: 100 Women in Finance, YPO (Young Presidents' Organization)