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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.
Executive VP of Marketing at C2P Enterprises, and CMO at JL Smith, Matt Seitz, hosts Converting No Shows to Newbies: How to Nurture Your Event Leads. Matt is joined by VP of Enterprise Development at Snappy Kraken, Diana Cabrices, in a special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P. Our panel of marketing experts discuss key ways to connect with leads who registered but failed to attend a seminar.
Matt Seitz, Executive VP of Marketing at C2P Enterprises and CMO for JL Smith is joined by Jay Coulter, Business Coach at Resilient Advisor, in a special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P. Our advisors and panel of marketing experts discuss digital and social media marketing for financial planners.
On this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, our panel of experts discuss how to differentiate yourself as a financial advisor by charging planning, consulting, and subscription model fees for your services. It's time to monetize your wisdom - tune in!
On this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, our panel of experts discuss the challenges in the market and how bucket planning, specifically the Soon bucket, can help alleviate the tough conversations with your clients. Tune in!
On this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, our experts discuss recruiting, hiring, training, and compensating the right talent to fill gaps in your business. Tune in to hear about the Advisor Career Path, Responsibility Agreements, Position Contracts, and more!
On this special edition of the Rainmaker Multiplier On-Demand Podcast, Coffee Break with C2P, our panel of experts discuss the exclusive Mastermind Collegium (MMC)! The MMC is an invite-only event for top financial advisors where they share the best ideas, insights, and collaborations. Tune in and hear a sneak peek on the keynote, sessions, and how you can join our Rainmaker Multiplier Division and join us at the next MMC - June 14-15 in Nashville, Tennessee!
On this special edition of the Rainmaker Multiplier On-Demand Podcast, Coffee Break with C2P, our panel of experts discuss the best planning software and tools that they use to deliver advice, modeling, and recommendations to their clients. Tune in!
How do you "win" clients? On this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, our panel of experts discuss how you can go from "hello" to moving assets! They share the processes and steps they use to prospect, follow-up, book the first appointment, and close business. Tune in!
It's fourth quarter of the tax season! Are you prepared for April 18th? On this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, we're joined by a panel of "tax gurus" who discuss what's working, what's not, and opportunities they see in their businesses to convert tax clients into financial clients. Tune in!
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