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Put away the pumpkin spice and bust out that peppermint syrup because it's time for a special holiday gifting edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P. Dave Alison, CFP®️, EA, BPC, hosts with guest baristas: John Ruhlin, Founder of Ruhlin Group and author of Giftology, and Julie Manning, RICP, Founder and CEO of Keystone Financial Planning, LLC.
In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, Art Snarzyk, Founder of InnerView Advisors, sits down with Dave Alison CFP®, EA, BPC, and our panel of professionals to discuss ways to ensure you Never Hire the Wrong Person again!
This episode of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, is hosted by the CEO of Hammer Financial Group, Greg Hammer. Greg is a yale graduate who has been with C2P for over a decade. He is joined by guest barista Gary Pelfrey and our panel of experts to discuss How to Be More Intentional with Cross-Selling.
In our first A Very Venti episode of Coffee Break with C2P, our guest barista, Joe Salerno of Salerno Financial Group, sits down with Dave Alison CFP®, EA, BPC, Kalem Mackey CFP®, BPC, and a panel of professionals to discuss How to Close Out the Year Strong with Annuity Sales.
In a special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, Matt Seitz and Ryan Warner host to discuss the New SEC Marketing Rule and how advisors can take advantage of it without incurring fines. Matt is the Executive VP of Marketing at C2P and CMO for JL Smith. Ryan is Chief Compliance Officer at C2P.
In this supersized episode of the Rainmaker Multiplier On-Demand Podcast, Adam Freeland, CFP®, President of Hartford Financial Group, joins us to discuss his extensive career path and his experience with C2P's $100 Million Club, specifically as it relates to training: technical, sales, management, and leadership.
In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, Kalem Mackey, CFP®, BPC, hosts Effective Strategies for Incorporating Life Insurance into Your Clients' Financial Plans. Kalem is joined by Walter C. Young III, MBA RICP, author of The 5th Option: Why Your Retirement Plan Won't Work the Way You Think It Will.
In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, Gina Pellegrini guest hosts to discuss Creating Your Ideal Week & Managing Your Time More Effectively. Gina is a mentor with Clarity 2 Prosperity, Clarity Insurance Marketing, and Prosperity Capital Advisors. She's the owner of Pellegrini Team Consulting and creator of The Hiring Advantage™.
In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, Jason L Smith hosts Advisor Career Path & Succession Planning with special guest David Grau, Jr. David is the founder and CEO of Succession Resource Group.
In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, EVP of Marketing, Matt Seitz, hosts with guests Frank Maselli and Tim Kuntz to discuss how to close more business and convert more leads from your pool of seminar attendees.
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