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Rainmaker Multiplier On-Demand
Rainmaker Multiplier On-Demand episodes
- Coffee Break with C2P: Accumulation & Annuities
On this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, John Del Greco of Del Greco Tax & Insurance Group joins us to discuss using annuities as an accumulation tool! We are also joined by representatives from Lincoln, Allianz, and F&G and they share what has been most competitive in regards to accumulation and ways they've seen advisors have success. Tune in!
31 min - Coffee Break with C2P: Advisor Compensation and Its Relation to the Advisor Career Path
On this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, our panel of experts discuss advisor compensation and how it relates to the Advisor Career Path, a step-by-step system that allows your business to flourish with or without you. Tune in!
30 min - Coffee Break with C2P: Celebrating International Women's Day
On this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, we celebrate International Women’s Day and the women of the financial world. Hear from our panel of ladies as they share how to get in front of more female clients and help solve their financial and retirement needs.
31 min - Coffee Break with C2P: Using Tax Returns to Win Financial Clients
On this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, our panel of experts discuss tax planning and how you can use tax returns to uncover opportunities and convert prospects into financial clients. Tune in!
32 min - Coffee Break with C2P: How to Find the Right PeopleOn this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, our panel of experts discuss how to find quality people for your practice, hiring processes, the Advisor Career Path, and more. Tune in!31 min
- Advisor Career Path: Constructing the 5-Rung LadderLife happens—vacation, medical needs, family leave, retirement...there are a million reasons you might need to step away from your practice. Is your business structured so it can prosper with or without you? Do you have a process in place to delegate responsibilities through a seamless transition? Listen as Jason L Smith and Rob LaCivita, Chief Operation Officer of JL Smith Wealth & Tax Planning, discuss the Advisor Career Path. And learn how the 5-rung ladder will put your mind at ease if you ever need to take time off.36 min
- Coffee Break with C2P: Market VolatilityOn this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, our panel of experts discuss market volatility, risk tolerance, and the different ways you can help your clients stay the course. Tune in!29 min
- Advisor Career Path: The Power of ParaplannersAlex Hopkin from Simply Paraplanner sat down with Jason L Smith to discuss the Power of Paraplanners within the 5-rung ladder of the Advisor Career Path. Alex also shares how you can utilize their online job platform to find and hire the right Paraplanner for your business.27 min
- Unlock a Competitive Advantage with Tax PlanningIt's time to unlock a competitive advantage with tax planning! Watch as Christopher P. Woehrle, JD, LL.M (Tax) and Dave Alison, CFP®, EA, BPC discuss how incorporating taxes into your holistic financial plan can expand your business, differentiate you from your competitors, and charge larger planning fees.38 min
- Financial Advisor Strategies to Increase Assets and Attract Better ClientsIf you’re ready to start attracting higher net worth clients, maybe it’s time to change up your financial advisor strategies! Listen as Bryan Bibbo, AIF®, NSSA and DC Chamberlin, CFP®, CFF® join Jason L Smith and share how raising their minimums led them to new levels of success.33 min
About Rainmaker Multiplier On-Demand
From the publisher's feed
Developed by Jason L Smith, this podcast takes you through strategies for multiplying your revenue, net profit, lines of business, capabilities, efficiencies, most valuable relationships, and top…
producers — your rainmakers. Join our rotating host lineup for exclusive insights on everything from structuring your practice, marketing best practices, compensation frameworks, and how to navigate the modern world of compliance.