In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, host Jason L Smith sits down with the founder and CEO of Clear Financial Partners, Tim Clairmont, CFP, MSFS®™, to discuss the art of Perfecting Your Annual Client Review Process.

In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, Kalem Mackey, CFP®, BPC, hosts a discussion with Dave Buckwald, CFP®, CLU®, CHFC®, CLTC®, Founder & CEO of OneTeam Financial, on uncovering opportunities by running in-force illustrations on life insurance.

In this edition of the Rainmaker Multiplier On-Demand Podcast, we discuss the importance of marketing automation and technology in the financial services industry. Leading the discussion is Matt Seitz, Executive VP of Marketing at C2P Enterprises, and he is joined by C2Pe’s Digital Marketing Manager, Nicholas Vonderau, and Marketing Manager at JL Smith, Suzanne Scheiman.

In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, Dave Alison hosts Tax Preparation v. Tax Management v. Tax Planning. Listen in as Dave, Carl Smith, Greg Hammer, and the rest of the panel discuss the different tax advice options financial advisors can provide for their clients.

In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, Jason L Smith is joined by Bill Cates, John Del Greco, and a panel of advisors to get inside tips on how to get more referrals from existing customers.

Matt Seitz, Executive VP of Marketing at C2P Enterprises and CMO for JL Smith, is joined by a panel of marketing experts, including Digital Marketing Manager, Nico Vonderau, to discuss how to get prospects and leads to find your business faster using tools like search engine optimization.

In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, Kalem Mackey hosts Selling Life Insurance to Women. Our team of advisors discusses the specific needs of women and how the right life insurance policy can mitigate the financial hardships that they face statistically more often than men.

In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, Dave Alison hosts Take Advantage of the Heat in the Market. Our panel of annuity experts discusses how to utilize FIAs in the current market and prove your value to clients.

On this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, our panel of advisors dive into networking and utilizing critical relationships with other professionals and centers of influence to increase your bottom line. 

Jason L Smith hosts another special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P. This week our panel of advisors focuses on practice management. Our experts encourage you to take an enterprise-level look at your business to determine where your strengths and weaknesses are so that you can fill any gaps by hiring the right team member.