Rainmaker Multiplier On-Demand

If you’re an accomplished professional who often doubts your abilities or achievements, you’re probably experiencing a condition referred to as Imposter Syndrome.

Join host Kirsten Schlumbohm for a profound discussion with Kelly Barnard, a seasoned life coach and self-proclaimed “recovering workaholic.” Together they delve into the depths of Imposter Syndrome, exploring its realities and outlining pathways to overcoming its grasp.

Tune in to understand the intricate layers of self-doubt that many professionals navigate, offering insights and strategies to reclaim one’s sense of “enough-ness” and worthiness.

Discover why timing, patience, and personalization are the true keys to email marketing success in financial services. In this episode, host Matt Seitz, Chief Marketing Officer at C2P, and guests, Angel Gonzalez, CMO and co-founder of Snappy Kraken, Kendal Wilde, Relationship Manager at Snappy Kraken, and Cary Chaitoff, VP of Marketing at C2P, share their collective expertise on creating effective email campaigns that drive engagement and conversions. Learn why focusing on metrics like open rates might be steering you wrong, and how shifting to a long-term nurture mindset could transform your prospect conversion rates. From practical segmentation strategies to proven tactics for growing your email list, this in-depth discussion provides a clear framework for customizing your email marketing strategy.

Resources:

• Email Marketing Platform: Snappy Kraken
• Marketing Agency for Financial Advisors: The Agency at C2P

Statistics:

• Optimistic and positive subject lines consistently achieve higher open rates
• Personalized, segmented campaigns show significantly higher engagement rates than generic broadcasts

When it comes to measuring your marketing return on your investment (ROI), ask yourself: is what you’re doing worth the time and money you’re spending on it? How do you know? In this episode, host Matt Seitz, Chief Marketing Officer at C2P, sits down with Cary Chaitoff, Vice President of Marketing at C2P, to break down the true meaning of ROI for financial advisors. They discuss how to measure marketing success beyond just ad spending, the importance of establishing internal processes before spending anything on new leads, and how different marketing tactics impact client acquisition. Whether you're looking to optimize your current strategies or are just getting started with marketing, tune in to learn how to build a more efficient, results-driven marketing plan that drives growth. 

Resources: 

• Marketing & Automation Platforms: FMG Suite, Broadridge, Snappy Kraken 
• Website Analytics & Tracking: Google Analytics 
• Advisor Webinar and Seminar Providers: American Financial Education Alliance (AFEA), White Glove 

Statistics: 

• 65% of financial advisors lack a formal lead nurturing strategy 
• Advisors who track both lead source and booking source see a higher marketing ROI by optimizing conversion paths. 
• High-net-worth clients are more likely to engage via educational webinars and targeted digital content rather than cold outreach. 

Trying to move up the ladder as a woman in financial services or offer support to those who are by fostering a more inclusive environment? Join Kirsten Schlumbohm and Lindsey Lewis, MBA, CHFC®, CFP®, Executive Director and Chair at The American College for the Center of Women in Financial Services, as they continue their insightful conversation about empowering women and minorities in the financial industry. In part two of this episode, she emphasizes the importance of education, mentorship, and understanding the diverse landscape of financial services roles. Lindsey also discusses her personal definition of success, which involves balancing different aspects of life and surrounding herself with a supportive "village." With wisdom and authenticity, she offers advice for women considering a career in financial services - know yourself, find a mentor, and claim your seat at the table.

Resources:

• The American College of Financial Services
• State of Women in Wealth Management Report 2023

Statistics:

• Buy Back Your Time by Dan Martell
• The Book of Boundaries by Melissa Urban
• Four Thousand Weeks: Time Management for Mortals by Oliver Burkeman

Whether you’re a woman trying to find your footing in the financial space or a firm looking to become more inclusive to female clients and employees, consider this: small changes lead to big results! Host Kirsten Schlumbohm engages with Lindsey Lewis, MBA, CHFC®, CFP®, Executive Director and Chair at The American College for the Center of Women in Financial Services, to shed light on enhancing diversity, equity, and inclusion in the financial sector. They explore Lindsey's journey from a finance professional to an academic leader, her innovative work at The American College, and the pressing need for more women in financial services. The discussion offers insights into overcoming systemic barriers and fostering a more inclusive environment. They also touch on Lindsey's contributions to curriculum development aimed at representing diverse financial needs. Don’t miss this episode on the future of financial services and the role of women in shaping it!

Resources:

• The American College of Financial Services
• State of Women in Wealth Management Report 2023

Statistics:

• Buy Back Your Time by Dan Martell
• The Book of Boundaries by Melissa Urban
• Four Thousand Weeks: Time Management for Mortals by Oliver Burkeman

A strong team culture can significantly enhance your practice's productivity and retention. But how do you build one that attracts top performers and drives sustainable growth? Discover the strategic frameworks that transform average teams into growth engines for your practice. Join host Kalem Mackey, CFP®, BPC, Executive Vice President at C2P, and guest, Josh Friberg, a highly skilled exchange facilitator, as they reveal how elite advisory firms use culture to accelerate acquisitions, boost client retention, and create sustainable competitive advantages. Whether you're leading a small team or managing multiple locations, this episode delivers proven systems for building a culture that becomes your firm's most valuable asset.

Resources:

Books:

• Supercommunicators by Charles Duhigg
• The ONE Thing: The Surprisingly Simple Truth About Extraordinary Results by Gary Keller and Greg Papasan
• Slow Productivity: The Lost Art of Accomplishment Without Burnout by Cal Newport
• Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork  by Dan Sullivan and Dr. Benjamin Hardy
• Essentialism: The Disciplined Pursuit of Less by Greg McKeown
• Extreme Ownership: How U.S. Navy SEALs Lead and Win  by Jocko Willink and Leif Babin
• Leaders Eat Last: Why Some Teams Pull Together and Others Don't  by Simon Sinek
• The 21 Irrefutable Laws of Leadership: Follow Them and People Will Follow You by John Maxwell  
• Start with Why: How Great Leaders Inspire Everyone to Take Action by Simon Sinek
• The 7 Habits of Highly Effective People: Powerful Lessons in Personal Change by Stephen R. Covey
• The 4 Disciplines of Execution: Achieving Your Wildly Important Goals by Chris McChesney by Chris McChesney

Podcast:

• Episode 115: Supercommunicators with journalist Charles Duhigg

Video:

• Big Think+ interview with Cal Newport

Statistics:

• Remote work productivity increases 22% on average when properly managed and supported
• 80% of team members select flexible scheduling over additional compensation when given the choice

Start your year with a proven approach to setting and achieving meaningful practice goals. Learn time-tested methods for turning vision into reality in this episode hosted by Matt Seitz, Chief Marketing Officer at C2P, featuring Gina Pellegrini, founder and CEO of Pellegrini Team Consulting and Tony Engrassia, LUTCF®, NSSA®, CFF ®, the founder of Wealth Management Strategies, Inc. Through real-world examples and practical frameworks, you'll learn how to set both personal and professional goals that align with your three-year vision, create effective accountability systems, and maintain momentum throughout the year. Whether you're a solo practitioner or leading a team, this episode provides the blueprint for making 2025 your most successful year yet!

Resources:

• Business Tools: EOS (Entrepreneurial Operating System)
• Consulting Services: Pellegrini Team Consulting, Strategic Coach
• Professional Organizations: Million Dollar Round Table (MDRT)
• Business Frameworks: Strategic Freedom Process™

Looking to enhance the quality of your AI outcomes and your overall experience? It all comes down to how you write your prompts. Join host Jason L Smith and guest Dave Alison, FP®, EA, BPC, founder and CEO of Alison Wealth Management, as they reveal the components of good prompt engineering, with additional AI insights from Maddy Grimm, Content Writer and Strategist at C2P and C2P’s marketing agency. Listen as Dave and Maddy share real examples of how they're using these tools to write better client emails, create engaging website content, and explain complex strategies more clearly. You'll learn practical ways to get the most out of AI tools, including how to ask the right questions and protect client information. Whether you're just getting started with AI or looking to use it more effectively, you'll walk away with specific strategies you can start using in your practice today.

Resources:

• AI Recommended Platforms: ChatGPT, Claude AI
• Website and content management platform: FMG Suite
• Book: The AI-Driven Leader: Harnessing AI to Make Faster, Smarter Decisions  by Geoff Woods
• Training: Geoff Woods AI consulting programs

With the onset of Medicare’s open enrollment period, host Matt Seitz, Chief Marketing Officer at C2P, and guests are here to discuss this timely topic and the value of having a Medicare specialist on your financial advisory staff. Tune in to hear expert insights from guests, Ashley Leibowitz, CEO of Assure All Insurance, and Gary Pelfrey, Director of Business Development and the Medicare specialist at JL Smith Tax & Wealth Planning. You’ll learn the importance of integrating Medicare planning into holistic financial advising, the challenges clients face in navigating Medicare, and how having an expert in house can give your firm a competitive edge, while acting in the best interest of your clients.

Trying to leverage email marketing to follow up with leads? Learn how to harness the untapped potential of email marketing to captivate prospects, cultivate valuable relationships, and propel your financial advisory business to new heights. Join C2P members, Matt Seitz, Chief Marketing Officer, and Cary Chaitoff, VP of Marketing, as they share practical tips and proven strategies to help you create compelling campaigns, segment your audience, and boost conversions. Whether you're an email marketing novice or a seasoned pro seeking to sharpen your edge, listen for game-changing insights you can deploy immediately to supercharge your lead generation and client acquisition efforts.

Resources:

• Email marketing platforms: FMG, Broadridge, Snappy Kraken, Constant Contact, MailChimp, Zoho
• Advanced marketing automation: HubSpot, ActiveCampaign, Act-On

Statistics:

• 65% of marketers don't have a lead nurturing strategy in place.
• Using "video" in subject lines boosts open rates.
• Starting subject lines with "most" increased open rates by 24%.