In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, host Jason L Smith sits down with the founder and CEO of Clear Financial Partners, Tim Clairmont, CFP, MSFS®™, to discuss the art of Perfecting Your Annual Client Review Process.

In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, host Jason L Smith sits down with the founder and CEO of Clear Financial Partners, Tim Clairmont, CFP, MSFS®™, to discuss the art of Perfecting Your Annual Client Review Process.

In this special edition of the Rainmaker Multiplier On-Demand podcast,&nbsp;Coffee Break with C2P, host Jason L Smith sits down with the founder and CEO of Clear Financial Partners, Tim Clairmont, CFP, MSFS®™, to discuss the art of&nbsp;Perfecting Your Annual Client Review Process.

Coffee Break with C2P: Perfecting Your Annual Client Review Process

Developed by Jason L Smith, this podcast takes you through strategies for multiplying your revenue, net profit, lines of business, capabilities, efficiencies, most valuable relationships, and top producers — your rainmakers. Join our rotating host lineup for exclusive insights on everything from structuring your practice, marketing best practices, compensation frameworks, and how to navigate the modern world of compliance.

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Coffee Break with C2P: Perfecting Your Annual Client Review Process

Coffee Break with C2P: Perfecting Your Annual Client Review Process