Rainmaker Multiplier On-Demand

Looking for ways to showcase your firm's community impact with purpose and authenticity? Whether you're just starting your philanthropic journey or looking to better communicate your existing charitable work, listen in for actionable insights on integrating charitable work into your firm's brand without appearing self-serving. Hear from host Matt Seitz, Chief Marketing Officer at C2P, as he interviews Darrin McComas of Evergreen Wealth Advisors, Chelsea Konst, C2P's Content Marketing Manager, and Nikki Glynn, Director of Marketing at JL Smith. Discover how to. Learn proven strategies for integrating charitable activities into your firm's marketing plan, crafting compelling stories about your community impact, and building deeper connections with clients through genuine community involvement.

Resources:

• Book referenced: Building a StoryBrand: Clarify Your Message So Customers Will Listen By Donald Miller

Struggling to navigate the increasingly complex world of SEC marketing regulations? Join host Matt Seitz, Chief Marketing Officer at C2P and C2P compliance analysts, Dustin Anaas, and Kerry Darrington, in this special Halloween episode as they unmask the frightening realities of recent SEC marketing rule violations. From mid-sized RIAs facing $325,000 fines to self-reporting firms hit with penalties up to $50 million, discover how to protect your practice while maintaining effective client communications. Whether you're concerned about testimonials, off-channel communications, or third-party endorsements, this episode provides actionable strategies to help keep your marketing compliant.

Resources:

• Texting platform referenced: MyRepChat
• CRM platform referenced: Redtail Speak
• Compliance platform referenced: Smarsh archiving
• U.S Securities & Exchange Commission: SEC.gov | SEC Charges Nine Investment Advisers in Ongoing Sweep into Marketing Rule Violations
• SEC’S WhatsApp Crackdown: SEC's WhatsApp Crackdown Has Created Industry 'Uncertainty,' Attorneys Say (fa-mag.com)
• Fiscel Year 2025 Examination Priorities: FY2025 Division of Examinations Examination Priorities (sec.gov)

Statistics:

• Marketing rule violation fines: $50,000 to $325,000 for mid-sized RIAs
• Off-channel communication penalties: Up to $50 million for self-reporting firms
• Affected firm sizes: $1-4 billion in assets under management

Are your traditional marketing approaches failing to attract new ideal clients? Join host Matt Seitz, CMO at C2P, and guest Alanah Phillips, founder of Advisor Launch Lab, as they reveal why authenticity is your secret weapon in today's crowded advisory space. Whether you're an established advisor looking to break through a plateau or a newer advisor building your foundation, you'll discover why your personal story and genuine interests could be the key to unlocking your next phase of growth. Listen in as they share practical strategies for turning your authentic personal brand into a client magnet, plus specific tactics that become available when you have the marketing freedom of an RIA.

Trying to streamline your current gift-giving process? Or discover fresh ideas to enhance your client relationships? Join guest host Kirsten Schlumbohm, VP of Annuity Sales at C2P, along with marketing specialists, Colleen Mansmith from Hammer Financial Group, and Suzanne Scheiman from JL Smith Holistic Wealth Management, as they share proven strategies for impactful client gift-giving. Learn how to leverage technology, personalization, and local partnerships to create memorable client experiences while staying compliant. Discover how thoughtful gift-giving can strengthen client loyalty, generate referrals, and differentiate your practice in today's competitive landscape.

Resources:

• CRM Systems Referenced: Redtail, Levitate
• Gift Services Referenced: Snappy Gifts, Cheryl's Cookies, Amazon Business
• Communication Tools Referenced: BombBomb, ChatGPT

Struggling to keep up with the latest marketing strategies? Join host Matt Seitz, Chief Marketing Officer at C2P, and guest Missy Shermer, Senior Digital Account Manager at C2P, as they unpack key takeaways from HubSpot's INBOUND Conference — a premier event for marketing, sales, and customer success professionals. This year, C2P sent a team to gather insights that could transform how financial advisors connect with clients and prospects. Listen in as they discuss the latest email marketing tactics, the power of "lo-fi" social media content, and the evolving landscape of SEO. Tune in to learn practical strategies to enhance your digital presence, create more effective content, and help grow your practice.

Resources:

• AI Tools Referenced: ChatGPT, Claude
• CRMs Referenced: HubSpot, Salesforce
• Conferences Mentioned: HubSpot INBOUND Conference
• Webinar platforms mentioned: American Financial Education Alliance (AFEA), Eight Digit Media

C2P Advisors only:

• Marketing services referenced: The Agency at C2P

Statistics:

• Websites with a blog generate 75% more organic search traffic and almost 12% more repeat customers.
• Open rates drop 2-3% each week, starting 6 weeks prior to an election.
• Click-through rates drop 25% starting in October (in election years).
• Content is downloaded 22% less if it has the current year (2024) in it starting September 1st of that year.
• Capitalizing one word that isn't the first word in the subject line increases open rates by 18%.
• 72% more likes and comments can be found on LinkedIn by using "lo-fi" content as opposed to heavily produced content.

Is your business growth beginning to plateau? The reason may lie in an unexpected place - your management style. Join host Matt Seitz, CMO at C2P, and guest Art Snarzyk III, President and Chief Turnover Terminator at Interview Advisors, as they discuss how your management style could be impacting your team's success and what to do about it. Listen in as they discuss diverse management styles, emotional intelligence, and personality assessments tailored for financial professionals. You’ll discover how aligning your management style with your firm's culture can create a more productive environment, driving client satisfaction and AUM growth. Tune in to learn practical strategies to refine your leadership, improve team dynamics, and reduce advisor turnover.

Resources:

• Assessment Tools Referenced: DISC, Kolbe A™ Index, Myers-Briggs Type Indicator® instrument
• Book Referenced: The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement

C2P Advisors only:

• Mentor Call portal referenced: MentorConnect 

The key to new business acquisition isn’t the newest seminar strategy or social media post — it’s growing your revenue within your existing client base. Discover how to boost client retention, increase revenue, and provide comprehensive financial solutions through effective cross-selling techniques and a unified advisor approach. Join host Kalem Mackey, and guests, Rob LaCivita, Chief Operating Officer at JL Smith Holistic Wealth Management, and Chad Weigl, CFF, BPC, Senior Wealth Manager at JL Smith, to learn the strategies that have put them on track this year to bring in over $150 million of new client assets. Tune in to learn how these powerful strategies can transform your business and deliver exceptional value to your clients.

Resources:

• CRM systems referenced: Redtail, Smart Office
• Financial planning process referenced: The Bucket Plan®
• Organizational system referenced: EOS (Entrepreneurial Operating System)

As a financial advisor, compliance and content creation go hand in hand. In this insightful episode, host and Chief Marketing Officer of C2P and Prosperity Capital Advisors, Matt Seitz, engages with Dustin Anaas, Compliance Analyst at Prosperity Capital Advisors, to explore the often-overlooked realm of compliance in financial marketing. Anaas, who reviews thousands of pieces of advisor content yearly, talks about the importance of substantiating claims in financial content, common pitfalls in marketing language and how to avoid them, strategies for using AI, and how to make your content stand out in the crowd.

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/