Rainmaker Multiplier On-Demand

Are you ready to unlock AI's true strategic potential? Most advisors are stuck using AI for basic tasks, but the real transformation happens when you leverage it as a strategic thought partner. In this follow-up conversation, discover how to overcome compliance roadblocks, build sophisticated AI workflows, and use advanced prompting techniques that can compress months of strategic work into hours. Join host Dave Alison and Matt Seitz as they continue their conversation with Geoff Woods, founder of AI Leadership and author of The AI Driven Leader, exploring real-world applications that go far beyond content creation. From conducting AI-facilitated leadership meetings to building custom enterprise solutions, learn how successful advisors are using artificial intelligence to drive exponential business growth and operational excellence.

Resources:

• Previous episode: Leveraging AI to Lead and Scale: Strategic Applications for Advisors Pt 1
• Book referenced: The AI Driven Leader by Geoff Woods
• AI Leadership: Geoff Woods’ company website

If you’re still using AI for basic tasks like writing emails or taking notes, you’re missing the real opportunity. You could be using AI to help you redesign your entire business model, identify blind spots in your leadership, generate alternative growth strategies in minutes, and more. Join host Dave Alison and Matt Seitz, as they welcome back Geoff Woods, founder of AI Leadership and author of The AI Driven Leader, for an advanced look at strategic AI applications that can transform your practice. Discover how to move beyond the "80% tasks that drive 20% of value" and start leveraging AI for the high-impact work that actually scales your business. From building your own "AI Board of Directors" to using the CRIT framework for prompting, this episode reveals practical approaches successful advisors are using to gain competitive advantage through artificial intelligence.

Resources:

• Geoff Woods website referenced: AI Leadership
• Book referenced: The AI Driver Leader: Harnessing AI to Make Faster, Smarter Decisions.
• Geoff Woods previous episode: AI for Financial Advisors: How to Leverage AI as a Strategic Thought Partner

Standing out in today's saturated financial services market requires more than just being better—it demands being authentically different. Join host Matt Seitz, Chief Marketing Officer at C2P, alongside Cary Chaitoff, Vice President of Marketing, and Chelsea Konst, Marketing Director, as they as they share their biggest takeaways from attending Snappy Kraken’s marketing conference, Jolt! Discover how shifting from reactive to proactive marketing strategies, defining your unique niche, and leveraging digital channels can transform your practice's growth trajectory. From crafting compelling homepage messaging to building meaningful client relationships through personalized data, they’ll reveal how to break through the noise and connect with your ideal prospects.

Resources:

• Conference referenced: Jolt Conference by Snappy Kraken
• Framework referenced: StoryBrand

Statistics:

• 68% of investors under 60 say they made their advisor choice via digital channels (as
• 50% of investors say social media plays a vital role in who they choose as an
• 70% of all advisors lose the next generation of clients

What does it really take to scale your organization without compromising your mission? Join host Kirsten Schlumbohm, Vice President, Head of Annuity Sales at C2P, as she sits down with Kellan Brown, COO and Chief Development Officer of 100 Women in Finance, who's built a 36,000-member network spanning 33 countries with just 17 staff members and 600+ volunteers. Listen as Kellan shares the unfiltered truth about balancing revenue generation with purpose-driven goals. Learn her approach to investing in top performers, how she tailors her message for different global markets, and why saying "no" can be your best growth strategy. Get practical frameworks for team engagement, authentic relationship building, and creating systems that scale without losing personal touch.

Resources:

• Organizations referenced: 100 Women in Finance, YPO (Young Presidents' Organization)

70% of women prefer to work with female advisors. * Learn how to serve your female clients and their complex needs by creating a supportive and welcoming environment where female advisors can thrive. Join host Kirsten Schlumbohm and guest Sheryl Hickerson, CEO of Females and Finance and a pioneer in promoting diversity in financial services. Together they explore Sheryl's unexpected journey into the industry and her mission to empower women in finance and fintech. Throughout their engaging conversation, Sheryl offers valuable insights on building inclusive communities, effective strategies for engaging women in finance, and the future of the industry. She also shares her perspective on marketing to women clients and the importance of allyship in advancing diversity. Tune in to hear Sheryl's unique insights on creating change, embracing discomfort, and the bright future for women in financial services.

*Source

Resources:

• Bowling Alone: The Collapse and Revival of American Community by Robert D. Putnam
• Females and Finance website

Statistics:

• Women and Wealth: How Advisors Can Address a $30 Trillion Opportunity
• Deloitte study: More women are reaching the C-suite in financial services, but progress is slow

Transform your marketing-to-sales pipeline with proven tracking strategies that drive real results. Join host Matt Seitz, Chief Marketing Officer at C2P as he interviews Andrei Henson, Advisor Growth Specialist, and Desiree Sgro, Business Development Associate at C2P, to reveal the core metrics commonly monitored by successful financial advisors. Discover the critical difference between lead source and booking source tracking, learn how to identify and fix pipeline leaks, and explore the game-changing "qualified not interested" category that's helping advisors nurture prospects more effectively. From attribution modeling to emotional selling techniques, listen in to learn how to optimize your conversion rates and maximize ROI on your marketing investments.

Resources:

• Framework referenced: EOS (Entrepreneur Operating System)
• Process referenced: The Bucket Plan® (Discover, Design, Deliver, Dedicated)
• AI tool referenced: ChatGPT
• CRM platform referenced: HubSpot, Smart Office
• Software referenced: Bloom Growth
• C2P Podcast episode: Maximizing Marketing ROI: How Financial Advisors Can Make the Most of Their Marketing Spend

Statistics:

• Average of 3-5 webinars attended before prospects book initial consultations (referenced from Kitces Marketing Summit 2025) 

Financial success on paper doesn't always translate to personal fulfillment or sustainable business growth. Join guest host Kirsten Schlumbohm, Vice President, Head of Annuity Sales at C2P, as she sits down with Tana Kramer, founder of TK Solutions and profitability strategist and guide, to explore how advisors can build wealth that extends far beyond traditional metrics. Tana shares her unique approach to aligning business profitability with personal purpose, offering practical frameworks for advisors who want to grow their practices while maintaining work-life balance. Learn how to create a purpose-driven advisory practice that serves both your clients and your personal goals.

Resources:

• Tana’s private, subscriber-only podcast: Finding Financial Wellness

What if you could triple your hourly rate, become 100% referral-only, and cut your working hours by two-thirds—all within three years? Join host Matt Seitz, Chief Marketing Officer at C2P, as he sits down with Libby Greiwe, a former financial advisor who built a seven-figure practice working just 25 hours per week before successfully selling her firm in 2019. Now host of the Efficient Advisor Podcast, Libby shares the exact systems and strategies that transformed her from working 70-80 hours weekly to achieving sustainable success with maximum efficiency. Learn about the eight core processes that drive referral generation, the power of "scuba diving" versus "snorkeling" in client meetings and why switching from annual reviews to strategy sessions revolutionized her client relationships. Whether you're a solo practitioner or managing a team, Libby provides actionable frameworks for automating, delegating, streamlining, and eliminating activities that don't move the needle forward.

Resources:

• Libby’s podcast: The Efficient Advisor Podcast

Discover practical leadership strategies to help you build a more engaged, productive team while avoiding burnout. Join host Matt Seitz, Chief Marketing Officer at C2P, as he interviews Josh Friberg, Transformational Emcee and Event Designer from Your Event Elevated. Learn how to establish yourself as a trusted leader, empower your team members, and approach difficult conversations constructively. From defining effective leadership traits to implementing communication strategies, this episode covers essential tactics for financial advisors looking to enhance their leadership skills and multiply their impact.

Resources:

• Previous episode with Josh Friberg: Converting Culture into Growth: How Elite Financial Advisors Create High-Performing Teams
• Books referenced:
• Smarter, Faster, Better by Charles Duhigg
• Visioneering: Your Guide for Discovering and Maintaining Personal Vision by Andy Stanley 
• Slow Productivity: The Lost Art of Accomplishment Without Burnout by Cal Newport
• Framework referenced: Simon Sinek's Golden Circle
• System referenced: EOS (Entrepreneurial Operating System)

Building a business that thrives with or without your presence is the ultimate test of sustainable success. In this final episode of our short series on The Rainmaker Multiplier book with Jason L Smith, we go behind the scenes of his journey building C2P and JL Smith Holistic Wealth Management. Discover how Jason's businesses not only survived but achieved record-breaking growth during his extended absences for medical leave. Learn the frameworks and organizational health principles that allowed both companies to achieve their most profitable quarters ever while he was recovering from surgery. Join host Matt Seitz, Chief Marketing Officer at C2P, for this revealing conversation about business continuity, leadership development, and building a meaningful legacy in the financial services industry that can last for generations.

Resources:

• Books referenced:
• The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business by Jason L Smith
• The Advantage: Why Organizational Health Trumps Everything Else In Business by Patrick Lencioni
• Free Toolkit: The Rainmaker Multiplier Toolkit (includes bonus chapters and templates)