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-Pilot
• AI research and analysis tools referenced: Grok 4, Google Notebook LM
• AI video generation software referenced: HeyGen
• Conference referenced: MAICON Conference

 Statistics:

• Adding brackets to email subject lines increases open rates by 14%, according to SubjectLine.com Newsletter

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 1
• Program 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 Copilot
• Software 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 referenced: MentorCONNECT
• Content library Platform referenced: C2P Central

Statistics:

• Attendance rates are declining industry-wide due to webinar fatigue and preference for replay viewing

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 Cloud
• Lead generation platforms referenced: SmartAsset, WiserAdvisor, Zoe Financial, Ramsey SmartVestor
• Data enrichment platform referenced: Catchlight

Statistics:

• 68% of digital leads are being worked by multiple advisors simultaneously
• Conversion rates on digital leads increase by approximately 71% when prospects are contacted within the first five minutes (Source: Robert Sofia, Snappy Kraken CEO, as stated in episode)

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 a week or more (MarketingSherpa) 
• Industry average: 7-9 touches to convert a lead to a Right Fit Call 

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 1
• Conferences Mentioned: HubSpot INBOUND Conference
• CRM Referenced: HubSpot

C2P Advisors only:

• Marketing services referenced: The Agency at C2P

Statistics:

• Three words or less in subject lines with no preview text generates 25% higher open rates
• "Way to" phrasing in subject lines increases open rates by 17-19%

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 Conference
• CRM 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