Rainmaker Multiplier On-Demand

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 must-listen guide to driving sustainable growth. Resources: FMG SuiteBroadridgeSnappy KrakenAmerican Financial Education Alliance (AFEA)

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 QuestionThe Bucket Plan® Best Interest Process

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 SuccessNo Brown DaysTeamwork Movement Live TrainingAirtableCatchlight:Marketing Measurables for Financial Advisors: How Knowing Your Numbers Can Transform Your Outcomes

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

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. Resources Outliers: The Story of Success book by Malcolm Gladwell EOS WorldwideClarity 2 Prosperity

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 MethodTop Advisor PodcastThe Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal ClientsThe Ultimate Referral System For Professionals: The Machine To Magnetically Attract All The Referrals You'll Ever Need So You'll Never Have To Cold Call Again!!!)Strategic Coach* https://www.investmentnews.com/industry-news/news/rias-need-to-get-past-their-fear-of-asking-for-referrals-237521

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

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. Resources Your 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. Resources Discprofile.com - DiSC ProfileKolbe.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 TeamOutliers: The Story of Success

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. Resources True ProductionsEight Digit MediaAmerican 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. Resources How Financial Advisors Can Drive Traffic and Boost Conversions, Part 1Traffic & Conversion Summit

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/ Resources BuzzsproutZoomRiverside.fmLogitech for Creators Blue Yeti MicrophoneShure MV7 Podcast MicrophoneOpus ClipChat GPTDave Alison's Podcasting SetupComplete Wealth Management with Dave AlisonHolistic Health & Wealth

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. Resources The 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. Resources Time for a new plan? Strategies to roll out in 2024 4-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. Resources Chat GPT AI system Traffic & Conversion Summit marketing conference Navigating Financial Content Creation: Tips, Trends, & Compliance podcast episode

How can financial advisors balance the need for creativity and engagement on social media with the strict regulatory requirements set by FINRA and the SEC? In this “Coffee Break with C2P,” host Kalem Mackey, CFP®, BPC, Executive VP of Insurance Distribution and Partner, leads this important discussion with C2P team members, Dustin Anaas, Compliance Analyst, and Ericca Rivera, Paid Advertising Specialist & Social Media Coordinator, with additional insights from Dave CFP®, EA, BPC, President and Founding Partner. Collectively, they emphasize the importance of planning and pre-approval in maintaining a compliance-friendly yet engaging online presence. They also discuss the growing use of user-generated content (UGC) in online engagement, evergreen vs topical content in marketing strategies, and opportunities the new SEC marketing rule changes provide to advisors. Resources Opus Clip — AI-powered Video Repurposing SEC Marketing Rule Updates Blog Alison Wealth Management — Website Example FMG — All-in-One Financial Advisor Marketing Platform

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. Resources Balancing the Scales: The Positive Impact of Weight Loss And Good Health, Episode 8 of JL Smith Holistic Wealth & Health Podcast: https://c2pe.info/4aSBcmn Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork Book: https://c2pe.info/3Hd9nYf 10x Is Easier Than 2x: How World-Class Entrepreneurs Achieve More by Doing Less Book: https://c2pe.info/3RPsSuH Exclusive Resources for C2P Advisors (requires login) Goal-Setting Worksheet: https://c2pe.info/48nFDnB Statistics: *https://www.bramework.com/goal-setting-statistics/#:~:text=A%20study%20by%20Dominican%20University,those%20who%20set%20easy%20goals.

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 Call Rainmaker Multiplier On-Demand Are 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 the stage for a successful client-advisor relationship. To hear more, TUNE IN TO THE FULL EPISODE! 2. Questions that Convert with Phil Jones Bucket Plan® On-Demand Jason L Smith sits down with Phil M Jones to share some key insights and specific questions advisors can use to convert leads and close sales on this episode of the Rainmaker Multiplier On-Demand Podcast. Phil has spoken in nearly 60 countries and worked with hundreds of organizations. His podcast, Words with Friends, is in its fourth season, and his book Exactly What to Say: The Magic Words for Influence and Impact is a bestseller. LISTEN TO THE FULL EPISODE for even deeper insights on how to get to the root of a prospect's needs. You can reveal as much relevant information as possible when talking with clients by using Phil's list of fool-proof questions — downloadable at c2pe.info/Questions! 3. How to Build a Dementia Care Plan & Team with Bill Cohen A Woman’s Clarity It’s often not a question of if a loved one will be touched somehow by Alzheimer’s or dementia, but when, and creating a care team can help ease some of the pain and uncertainty. Kirsten Schlumbohm, Vice President of Annuity Sales at C2P, sits down with Bill Cohen, CSA®, founder of Cohen Caregiving Support Consultants, to talk about her own family’s personal experience as Bill shares how to navigate Alzheimer’s and dementia. From caregiving to finances to self-care, listen as Bill offers invaluable insight and resources for families in need. TUNE IN TO THE FULL AUDIO EPISODE or WATCH THE VIDEO to learn a breadth of strategies you can employ with clients. And check out Cohen Caregiving Support Consultants for resources to aid your clients on their care plan journey.