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In this episode of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, we discuss business succession vs. business continuity, and the three key questions to answer when it comes to succession planning. Joining barista Jason L Smith, Founder | CEO of C2P Enterprises, is our panel of James Comblo, CFF, President of FSC Wealth Advisors, Tim Wells, Founder of Retirement Matters, and Charlie Ehrenfried CFP®, CLU, ChFC, RICP, CASL, Partner at Retirement Matters. Tune in to hear their stories and experiences!
In this episode of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, barista Carl Smith, Founding Partner of C2P Enterprises and the President of The Smith Group, takes a look back at the first quarter with our panel of advisors. They discuss wins from the quarter, challenges, and how to ride the momentum into the remainder of the year. Tune in!
In this episode of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, barista Jason L Smith, Founder | CEO of C2P Enterprises, discusses The Bucket Plan® and the strategies you can use to fill the "Soon" bucket of the three-bucket system. Listen as Jason and our panel share ideas and breakdown The Bucket Plan step-by-step.
In this episode of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, barista Jason L Smith, Founder | CEO of C2P Enterprises, discusses The Advisor Career Path and how you can attract, retain, and reward top talent. Jason is joined by a panel of advisors including Adam Freeland, CFP®, Managing Principal and President of Harford Financial Group, Joe Overfield, CFF®, President of Intelliplan Financial Group, and Nick Reiland, CFP®, ChFC®, CEPA®, Managing Partner at Vantage Point Financial.
In this episode of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, guest barista Valerie Koehler, Strategic Consultant with Orion Portfolio Solutions, discusses Peeling Back the Layers to Better Serve Clients.
In this episode of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, guest barista Gene Roberts, Expert EOS® Implementer, discusses Finding the Right Operational Structure to Scale Your Business.
In this special edition of the Rainmaker Multiplier On-Demand podcast, we're giving you a sneak peek of our exclusive Mastermind Collegium and sharing our Million Dollar Round Table® (MDRT) Takeaways Panel! Moderator Tim Clairmont, CFP®, MSFS™, Founder & CEO of Clear Financial Partners, led a panel of MDRT and Top of the Table members and they discussed their biggest takeaways and experiences with the organization. Tune in!
Jason L Smith sits down with Phil M Jones to share some of his 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 over 800 organizations. His podcast, Words with Friends, is in its fourth season, and he’s a bestselling author with over 1 million books sold.
Get to the root of a prospect's needs and gently prod to reveal as much relevant information as possible with Phil's list of fool-proof questions! Download the questions at c2pe.info/Questions.
In this episode of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, guest baristas Fred Lowry, Glen Pier, Charlie Ehrenfried, and Chris Cordoba join host Kalem Mackey, CFP®️, BPC, to discuss Integrating the Bucket Plan, with a special focus on The Bucket Plan 2.0 training.
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