Rainmaker Multiplier On-Demand

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

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.