Looking to enhance the quality of your AI outcomes and your overall experience? It all comes down to how you write your prompts. Join host Jason L Smith and guest Dave Alison, FP®, EA, BPC, founder and CEO of Alison Wealth Management, as they reveal the components of good prompt engineering, with additional AI insights from Maddy Grimm, Content Writer and Strategist at C2P and C2P’s marketing agency. Listen as Dave and Maddy share real examples of how they're using these tools to write better client emails, create engaging website content, and explain complex strategies more clearly. You'll learn practical ways to get the most out of AI tools, including how to ask the right questions and protect client information. Whether you're just getting started with AI or looking to use it more effectively, you'll walk away with specific strategies you can start using in your practice today.

Resources:

• AI Recommended Platforms: ChatGPT, Claude AI
• Website and content management platform: FMG Suite
• Book: The AI-Driven Leader: Harnessing AI to Make Faster, Smarter Decisions  by Geoff Woods
• Training: Geoff Woods AI consulting programs

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.

Trying to leverage email marketing to follow up with leads? Learn how to harness the untapped potential of email marketing to captivate prospects, cultivate valuable relationships, and propel your financial advisory business to new heights. Join C2P members, Matt Seitz, Chief Marketing Officer, and Cary Chaitoff, VP of Marketing, as they share practical tips and proven strategies to help you create compelling campaigns, segment your audience, and boost conversions. Whether you're an email marketing novice or a seasoned pro seeking to sharpen your edge, listen for game-changing insights you can deploy immediately to supercharge your lead generation and client acquisition efforts.

Resources:

• Email marketing platforms: FMG, Broadridge, Snappy Kraken, Constant Contact, MailChimp, Zoho
• Advanced marketing automation: HubSpot, ActiveCampaign, Act-On

Statistics:

• 65% of marketers don't have a lead nurturing strategy in place.
• Using "video" in subject lines boosts open rates.
• Starting subject lines with "most" increased open rates by 24%. 

Looking for ways to showcase your firm's community impact with purpose and authenticity? Whether you're just starting your philanthropic journey or looking to better communicate your existing charitable work, listen in for actionable insights on integrating charitable work into your firm's brand without appearing self-serving. Hear from host Matt Seitz, Chief Marketing Officer at C2P, as he interviews Darrin McComas of Evergreen Wealth Advisors, Chelsea Konst, C2P's Content Marketing Manager, and Nikki Glynn, Director of Marketing at JL Smith. Discover how to. Learn proven strategies for integrating charitable activities into your firm's marketing plan, crafting compelling stories about your community impact, and building deeper connections with clients through genuine community involvement.

Resources:

• Book referenced: Building a StoryBrand: Clarify Your Message So Customers Will Listen By Donald Miller

Struggling to navigate the increasingly complex world of SEC marketing regulations? Join host Matt Seitz, Chief Marketing Officer at C2P and C2P compliance analysts, Dustin Anaas, and Kerry Darrington, in this special Halloween episode as they unmask the frightening realities of recent SEC marketing rule violations. From mid-sized RIAs facing $325,000 fines to self-reporting firms hit with penalties up to $50 million, discover how to protect your practice while maintaining effective client communications. Whether you're concerned about testimonials, off-channel communications, or third-party endorsements, this episode provides actionable strategies to help keep your marketing compliant.

Resources:

• Texting platform referenced: MyRepChat
• CRM platform referenced: Redtail Speak
• Compliance platform referenced: Smarsh archiving
• U.S Securities & Exchange Commission: SEC.gov | SEC Charges Nine Investment Advisers in Ongoing Sweep into Marketing Rule Violations
• SEC’S WhatsApp Crackdown: SEC's WhatsApp Crackdown Has Created Industry 'Uncertainty,' Attorneys Say (fa-mag.com)
• Fiscel Year 2025 Examination Priorities: FY2025 Division of Examinations Examination Priorities (sec.gov)

Statistics:

• Marketing rule violation fines: $50,000 to $325,000 for mid-sized RIAs
• Off-channel communication penalties: Up to $50 million for self-reporting firms
• Affected firm sizes: $1-4 billion in assets under management

Are your traditional marketing approaches failing to attract new ideal clients? Join host Matt Seitz, CMO at C2P, and guest Alanah Phillips, founder of Advisor Launch Lab, as they reveal why authenticity is your secret weapon in today's crowded advisory space. Whether you're an established advisor looking to break through a plateau or a newer advisor building your foundation, you'll discover why your personal story and genuine interests could be the key to unlocking your next phase of growth. Listen in as they share practical strategies for turning your authentic personal brand into a client magnet, plus specific tactics that become available when you have the marketing freedom of an RIA.

Trying to streamline your current gift-giving process? Or discover fresh ideas to enhance your client relationships? Join guest host Kirsten Schlumbohm, VP of Annuity Sales at C2P, along with marketing specialists, Colleen Mansmith from Hammer Financial Group, and Suzanne Scheiman from JL Smith Holistic Wealth Management, as they share proven strategies for impactful client gift-giving. Learn how to leverage technology, personalization, and local partnerships to create memorable client experiences while staying compliant. Discover how thoughtful gift-giving can strengthen client loyalty, generate referrals, and differentiate your practice in today's competitive landscape.

Resources:

• CRM Systems Referenced: Redtail, Levitate
• Gift Services Referenced: Snappy Gifts, Cheryl's Cookies, Amazon Business
• Communication Tools Referenced: BombBomb, ChatGPT

Struggling to keep up with the latest marketing strategies? Join host Matt Seitz, Chief Marketing Officer at C2P, and guest Missy Shermer, Senior Digital Account Manager at C2P, as they unpack key takeaways from HubSpot's INBOUND Conference — a premier event for marketing, sales, and customer success professionals. This year, C2P sent a team to gather insights that could transform how financial advisors connect with clients and prospects. Listen in as they discuss the latest email marketing tactics, the power of "lo-fi" social media content, and the evolving landscape of SEO. Tune in to learn practical strategies to enhance your digital presence, create more effective content, and help grow your practice.

Resources:

• AI Tools Referenced: ChatGPT, Claude
• CRMs Referenced: HubSpot, Salesforce
• Conferences Mentioned: HubSpot INBOUND Conference
• Webinar platforms mentioned: American Financial Education Alliance (AFEA), Eight Digit Media

C2P Advisors only:

• Marketing services referenced: The Agency at C2P

Statistics:

• Websites with a blog generate 75% more organic search traffic and almost 12% more repeat customers.
• Open rates drop 2-3% each week, starting 6 weeks prior to an election.
• Click-through rates drop 25% starting in October (in election years).
• Content is downloaded 22% less if it has the current year (2024) in it starting September 1st of that year.
• Capitalizing one word that isn't the first word in the subject line increases open rates by 18%.
• 72% more likes and comments can be found on LinkedIn by using "lo-fi" content as opposed to heavily produced content.

Is your business growth beginning to plateau? The reason may lie in an unexpected place - your management style. Join host Matt Seitz, CMO at C2P, and guest Art Snarzyk III, President and Chief Turnover Terminator at Interview Advisors, as they discuss how your management style could be impacting your team's success and what to do about it. Listen in as they discuss diverse management styles, emotional intelligence, and personality assessments tailored for financial professionals. You’ll discover how aligning your management style with your firm's culture can create a more productive environment, driving client satisfaction and AUM growth. Tune in to learn practical strategies to refine your leadership, improve team dynamics, and reduce advisor turnover.

Resources:

• Assessment Tools Referenced: DISC, Kolbe A™ Index, Myers-Briggs Type Indicator® instrument
• Book Referenced: The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement

C2P Advisors only:

• Mentor Call portal referenced: MentorConnect 

The key to new business acquisition isn’t the newest seminar strategy or social media post — it’s growing your revenue within your existing client base. Discover how to boost client retention, increase revenue, and provide comprehensive financial solutions through effective cross-selling techniques and a unified advisor approach. Join host Kalem Mackey, and guests, Rob LaCivita, Chief Operating Officer at JL Smith Holistic Wealth Management, and Chad Weigl, CFF, BPC, Senior Wealth Manager at JL Smith, to learn the strategies that have put them on track this year to bring in over $150 million of new client assets. Tune in to learn how these powerful strategies can transform your business and deliver exceptional value to your clients.

Resources:

• CRM systems referenced: Redtail, Smart Office
• Financial planning process referenced: The Bucket Plan®
• Organizational system referenced: EOS (Entrepreneurial Operating System)