Rainmaker Multiplier On-Demand

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.

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 Engine Client Analysis Tool

·      Catchlight: Prospecting & Marketing Growth for Advisors

·      BombBomb | Async Video Messaging Platform for Business

·      Cardly: Send Personalised Cards Online | Card Delivery

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 Models
• The Ensemble Practice book by Philip Palaveev

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:

• Sustainable Practice Success, Part 2: Organic Business Development
• The Ensemble Practice book by Philip Palaveev

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 & Ads

Chat 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 Platform

Snappy Kraken – Personalized Websites, Original Content, etc

Levitate – Relationship Marketing as Authentic as You Are

HubSpot – Marketing Software for Businesses of Every Size

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.