So, you know you want to start growing your firm with the right people. How can you set yourself up for success? In this follow-up episode, host Matt Seitz, Chief Marketing Officer at C2P, welcomes Art Snarzyk, President and Chief Turnover Terminator at Interview Advisors, to explore the behavioral dynamics of successful mentor-mentee relationships. Art shares insights on matching mentors and mentees, setting clear goals, and creating the proper culture within your firm. Discover how to leverage these connections to drive personal and professional growth. Whether you're a seasoned advisor looking to give back or a rising star seeking guidance, tune in for this episode that builds on our former episode with Peter Lynch, CPA®, President, Retirement Tax Specialist, and Investment Advisor Representative, and his mentee, Corey Shevlin, BPC, Investment Advisor Representative, at Lynch Financial Group. 

Resources: 

• Part 1: Coffee Break with C2P: Building a Thriving Practice Through Mentorship & Thought Leadership 
• Training referenced: The Teamwork Movement, formerly the Advisor Career Path & Compensation Program
• InnerView Advisors Assessment Referenced: Teamworks Program 

For C2P Advisors: 

• Mentor call portal referenced: MentorConnect 

Video marketing dominates the digital landscape, with 90% of businesses using it and 70% of non-users planning to adopt it in 2024*. Discover best practices and tips to help you create compelling content and effectively reach your target audience through video marketing. Join host Matt Seitz, Chief Marketing Officer at C2P, as he interviews Cary Chaitoff, VP of Marketing, and Ericca Rivera, Paid Advertising Specialist, from C2P. Learn strategies for creating compelling video content, implementing effective targeting, and maximizing lead generation. From YouTube best practices to Facebook video strategies, this episode covers essential tactics for financial advisors looking to thrive in the digital landscape.

Resources:

• YouTube channel referenced: Dave Alison's YouTube channel
• Software referenced: Canva
• Platform referenced: Fiverr

Statistics:

• Video traffic is projected to rise to 74% of total smartphone internet traffic by the end of 2024.
• Viewers retain 95% of a message when received via video, compared to just 10% when read in text.

* https://www.wyzowl.com/video-marketing-statistics/

Prospects often research financial advisors before seeking advice. Standing out as a thought leader can make you their top choice. Join host Matt Seitz, Chief Marketing Officer at C2P, as he interviews Jeannette Bajalia, senior wealth manager at JL Smith, speaker, author, and founder of Woman's Worth LLC. Jeannette shares her journey from corporate executive to financial advisor, revealing strategies for creating a powerful personal brand focused on serving women. Discover how to identify your niche, develop a unique brand, and align core values with your business. Tune in for valuable insights on building authentic client relationships and integrating your brand into client interactions.

Resources:

• Jeannette Bajalia's company: Woman's Worth LLC

Discover how artificial intelligence (AI) can transform your business by giving you the opportunity to focus your strategic efforts where it matters most. Join host Dave Alison, as he chats with Geoff Woods, founder of AI Leadership and author of The AI Driven Leader. Together they explore AI's game-changing potential for financial professionals, offering practical insights on harnessing AI to boost strategic thinking and client service. Learn about AI integration success stories, overcoming common hesitations, and navigating privacy concerns. Tune in for valuable advice on becoming an "AI-driven leader" and thoughtfully integrating AI to enhance your business operations and client relationships.

Resources:

• Geoff Woods website referenced: AI Leadership
• Book referenced: The AI Driver Leader: Harnessing AI to Make Faster, Smarter Decisions.
• AI software referenced: ChatGPT
• AI software referenced: Microsoft Co Pilot
• John D. Rockefeller Bio

Statistics:

• https://www.mckinsey.com/~/media/mckinsey/featured%20insights/Digital%20Disruption/Harnessing%20automation%20for%20a%20future%20that%20works/MGI-A-future-that-works-Executive-summary.ashx
• https://www.noemamag.com/mapping-ais-rapid-advance/

Struggling to convert leads into clients for your financial advisory firm? Discover how implementing effective lead nurturing strategies can help you make the most of your marketing dollars and transform your business. Join Kalem Mackey, Executive Vice President at C2P, as he chats with Andrei Henson, Advisor Growth Specialist, and Desiree Sgro, Business Development Associate at C2P. Together they share strategies for creating impactful lead nurturing campaigns, structuring follow-up processes for mutual benefit, and fostering long-term client relationships. Tune in for practical advice on leveraging lead nurturing in your practice to develop a thriving client base that helps grow your firm.

Struggling to find and develop new talent for your financial advisory firm? Discover how implementing an internship program can transform your business. Join Kalem Mackey, Executive Vice President at C2P, as he chats with Greg Hammer, President and CEO of Hammer Financial Group, and Emily Agresta, a former intern turned successful financial advisor at Hammer Financial Group. Together they share strategies for creating impactful internships that identify and nurture future advisory talent, structure programs for mutual benefit, and foster career progression. Tune in for practical advice on leveraging internships in your practice to develop the future advisors of your firm.

Do you lack the time and infrastructure to onboard new advisors at the rate your firm needs? Discover how to leverage Learning Management Systems (LMS) for efficient advisor onboarding and development. Join guest host Jennifer Mackert, Chief Operating Officer at C2P, Carl Smith, Ambassador and Mentor at C2P, with guests: James DeLucia of Quest Capital & Risk Management, and Jonathan Medina, of Delello Wealth Management, as they discuss C2P Central's LMS and its role in training new financial advisors. Learn about overcoming onboarding challenges, essential course topics, personalized learning paths, and the importance of mentorship. Gain insights on continuous learning, resource maximization, and career development in the financial advisory field. Tune in for practical advice on effectively training the next generation of advisors using LMS technology.

Resources:

• Book Referenced: You Can't Teach a Kid to Ride a Bike at a Seminar : The Sandler Sales Institute's 7-Step System for Successful Selling
• Training Referenced: The Bucket Plan® 1.0
• Training Referenced: The Tax Management Journey®

For C2P Advisors Only;

• C2P’s LMS: C2P Central
• C2P MentorCONNECT

Discover how video marketing can transform your financial advisory practice with host Cary Chaitoff, Vice President of Marketing at The Agency at C2P, and guests Dave Alison, CFP®, EA, BPC, founder and CEO of Alison Wealth Management, and Elizabeth “Betsy” Larson, WMCP®, BPC, financial consultant at Special Needs Advanced Planning. Listen in as these successful financial professionals share their strategies for leveraging video content to grow their businesses, educate clients, and establish thought leadership in their niches. Learn about equipment essentials, content creation tips, and how to effectively reach your target audience through video. Whether you're just starting with video or looking to optimize your existing strategy, tune in for actionable insights on harnessing the power of video to enhance your marketing efforts and grow your financial advisory business.

Resources:

• C2P Resource: Podcasting/Video Equipment Guide
• Dave’s Suggested Video Recording Software: Riverside
• Estate Planning Tool: Wealth.com
• AI Video Editing Tool: Opus AI
• Video Email Software: Bomb Bomb
• Video Editing Freelancers: fiverr
• AI Video to Text Tool: loom

Statistics:

Why Video Captions Are Key to Greater Engagement and Showing Up in More Searches | Crisp

As the numbers and ranks of advisors at broker dealers continues to decline while the number of RIAs grow,* maybe it’s time to consider if you’re in the right space to serve your clients and conduct your business. Join guest host, Kirsten Schlumbohm, Vice President, Head of Annuity Sales at C2P, as she speaks with recruiter, speaker, and self-proclaimed “broker-dealer breakup artist,” Alanah Phillips, MBA, as they discuss the growing trend towards RIA independence, why advisors are making this shift, and how to make the shift successfully. Together they explore the pros and cons of different business models, common transition obstacles, and how to recognize when it's time for a change. Alanah shares her process for helping advisors find the right fit and real success stories that emphasize the importance of aligning your business structure with your personal goals and risk tolerance. Tune in for valuable insights whether you’re a financial advisor considering a transition or looking to better understand the changing dynamics of the industry.

*Source: https://c2pe.info/4bM44Mh

Resources:

• Alanah’s website: Break Up With Your Broker-Dealer
• Free C2P eBook: Broker-Dealer vs Registered Investment Advisor

Offering a key to your castle may be the key to growing your firm and securing your succession. Explore how mentorship is crucial for shaping successful advisory firms and developing future industry leaders. Host Matt Seitz, Chief Marketing Officer at C2P, leads the discussion with special guests Peter Lynch, CPA®, President, Retirement Tax Specialist, and Investment Advisor Representative, his mentee Corey Shevlin, BPC Investment Advisor Representative, both of Lynch Financial Group, and Carl Smith, founding partner and advisor ambassador of C2P. Join this experienced panel as they discuss the importance of and their success with, leveraging the knowledge of thought leaders and participating in mentorship opportunities to grow and scale their business. Whether you’re an established advisor aiming to build your legacy or an up-and-comer seeking guidance, tune in for invaluable wisdom on cultivating impactful mentoring relationships.

Resources:

Strategic Coach

Ed Slott's Elite IRA Advisor Group