Rainmaker Multiplier On-Demand

They say in sales that time kills deals, but creating deliverables can boost efficiency in your process and improve your client experience. However, building this packaged plan for your clients can be time consuming, especially for lead advisors. That’s why Dave Alison, President and Co-Founder of C2P, talks with Joe Bilello, of Avanti Wealth Management; Julie Manning, Founder of Keystone Financial Planning; and Charlie Ehrenfried, Partner at Retirement Matters; about game-changing trainings, templates, and tools that make plan design easy to delegate to your team. 

Successful advisors know that marketing is just as important as their services when it comes to building value for clients. Matt Seitz, Chief Marketing Officer at C2P, talks with Greg Hammer, CEO and President of Hammer Financial Group; Gary Pelfrey, Director of Business Development at JL Smith Wealth & Tax Planning; and Glen Pier, Founder and President of Infinity Wealth Planning, about what’s been working for them. From virtual campaigns and events, search engine optimization (SEO), and leveraging the power of Google, they offer insight on ways to grow your brand and business.

This podcast is intended for use with financial professionals. Items discussed in this episode should be discussed with your firm’s compliance department for clarification and approval.

Your team is your life preserver in your firm, so why is it so hard for advisors to let go and allow them to do the job you hired them to do? Gina answers this question and tips for financial advisors to relinquish a bit of control, giving their staff the power to execute the vision and mission of their practice. She covers everything from delegation, implementing tools and processes, and normalizing having fun at work to create a stronger, more successful team. Listen now!

**At the time of delivery and any subsequent publishing, information was deemed reliable but is subject to change by the time of viewing. The contents of this piece include the opinions and projections of C2P Enterprises, are subject to change, and are for informational purposes only. The information provided in this presentation is not intended to be individual investment, tax, or legal advice.

The C2P superheroes are here — Founder and CEO Jason L Smith; President and founding partner Dave Alison, and Chief Marketing Officer and partner Matt Seitz discuss what’s new, improved, and next at C2P. From investing in a new tech platform and tools for opening and managing accounts to a fresh version of The Bucket Plan® book on the horizon (and an audio version!), we’re enhancing the experience for financial advisors under our wing and their clients.

To learn more about the qualifications for InvestmentNews' 40 Under 40 Awards, click here.

To learn more about Prosperity Capital Advisors being named One of the Best Financial Advisory Firms by USA Today, and its qualifications, click here.

At the time of delivery and any subsequent publishing, information was deemed reliable but is subject to change by the time of viewing. The contents of this piece include the opinions and projections of C2P Enterprises, are subject to change, and are for informational purposes only. The information provided in this presentation is not intended to be individual investment, tax or legal advice.

Want to Learn how to heat up your summer with marketing without cooling down your clients? Matt Seitz, Chief Marketing Officer at C2P, talks with Suzanne Scheiman, Marketing Manager at JL Smith; and Nikki Glynn, Senior Director of Marketing at Petros Financial Group, about how they keep their client pipeline flowing, despite summer engagement slowdowns.

The answers to that question will surprise you! Charles Sarvari, Regional Director of Dimensional Fund Advisors, breaks down the data his team gathered from advisors and people in over 100 thousand households from the past seven years. Sarvari shares key insights into client top priorities and preferences, covering everything from how they like to communicate with you and their stance on advisor fees. Download and tune in now!

What can you do as an advisor if a client doesn’t want to move all their money to you? Show them the consequences if they don’t. Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P, talks with Scott Kaup, CFP®, of Kaup’s Financial Advisors, about simple ways you can get your clients to understand the value of you as a holistic advisor who can keep their financial goals on track while mitigating their lifetime taxes and more. Listen now! Check out the resources from this episode below, as well as a link to the YouTube video of this episode!

Watch on YouTube

“Where It Goes” example referenced by Dave

Did you know that advisors who use video in their emails have a 176% higher click-through rate? In this episode of the Rainmaker Multiplier On-Demand podcast, Matt Seitz, Chief Marketing Officer at C2P, sits down with Becca Voelpel from our Business Development team to share how adding video to your process can take your marketing and engagement to the next level. You don’t need to be an expert videographer or marketing specialist either — we have a few simple tools and tips that can go a long way in personalizing your emails. Tune in to learn how video can set you apart by creating a human connection to your clients in an increasingly all-digital world.

In this episode of Coffee Break with C2P, we dive into behavioral finance! We discuss what it is, how behavioral coaching, client assessment and goals tie together, and share techniques that two C2P advisors use to overcome some of the behavioral biases with their clients.

Joining Kirsten Schlumbohm are Cade DeNazario Akers, CFP®, Product Manager at Orion, Jeannette Bajalia, President and Founder of Woman's Worth, and Walter Young, MBA, RICP®, Founder of 5th Option.

Financial advisors...ASSEMBLE! In this episode of Coffee Break with C2P, we share a sneak peek of our upcoming Mastermind Collegium, June 5-7 in Cleveland, OH! Tune in and you'll hear from our emcee and get a behind the scenes look at the sessions, keynote speakers, and fun you'll experience during the two-day training for elite advisors.

Are you ready to be your clients' superhero? Learn more and how you can qualify to attend by scheduling a complimentary consultation at https://c2pe.info/super!