Rainmaker Multiplier On-Demand

Your clients can be your biggest cheerleaders. Giving them a special event experience to remember, brag about, and bring a friend to, is a great way to strengthen your existing relationships and secure more referrals. Join guest host Matt Seitz, Chief Marketing Officer at C2P, as he talks with Grace Nicholson, Lead Advisor and Owner of Akamai Advisors, and Nikki Glynn, Marketing Director at JL Smith, about the power of hosting client events. They discuss creative strategies for hosting unique and engaging events that enhance client relationships and generate referrals. Grace shares her success with women-focused retreats, while Nikki highlights innovative event ideas such as cooking classes and sailing excursions. Tune in to learn how to plan impactful events that resonate with your clients and prospects.

Lead generation strategies appear to be down across the board in our industry. Does this mean they no longer work? Not necessarily. Join host Matt Seitz, Chief Marketing Officer and Cary Chaitoff, Vice President of Marketing at C2P as they discuss lead generation strategies and tactics for financial advisors and how to manage expectations given the current market conditions. Their conversation highlights the importance of understanding market trends, nurturing leads, and utilizing innovative marketing tactics and lead generation platforms like Snappy Kraken and FMG Suite, and more to maintain a robust sales pipeline. Tune in to learn actionable insights on nurturing leads through content marketing and personalized messaging across different engagement levels.

Resources:

• Snappy Kraken
• FMG Suite
• Catchlight: Prospecting & Marketing Growth for Advisors

There will come a time when continuing to serve the needs of smaller accounts or those outside of your target audience will no longer serve the needs of your firm. In this Coffee Break with C2P, host Jason L Smith discusses the challenges of managing small accounts as your firm grows and the benefits of setting account minimums. Joined by Bryan Bibbo, AIF, NSSA, BPC, Lead Advisor, President, and CFO at JL Smith Holistic Wealth Management, and Greg Hammer, CEO and President of Hammer Financial Group, they explore the financial strain of servicing small accounts and how strategic client reallocation can enhance your firm’s efficiency, maintain service quality while managing costs, and ensure a sustainable work environment. Additionally, they provide practical solutions for communicating with and offboarding smaller accounts.

Despite providing a reliable stream of retirement income, few clients may purchase annuities due to common misconceptions. Help them make informed decisions regarding annuities with powerful insights from host, Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, and special guests, Stoyan Petev, CFA, CFP®, CLU, ChFc, Senior VP of Advanced Markets at C2P, Eric Langenfeld, RICP®, BPC, Vice President of Annuity Sales at C2P, and Greg Hammer, CEO and President of Hammer Financial Group. Join this group of annuity specialists as they bust common myths about annuities around complexity, fees, liquidity, and more. You'll also learn best practices for matching annuity types to client needs and measuring their performance across market conditions. Tune in to learn the true value of annuities and tactics to overcome objections.

Just like you don’t ask your date to marry you on your first meeting, you can’t expect new leads to become engaged clients without cultivating a relationship. Lead generation is a critical component to growing your business, but it has to be used correctly to see results. Join C2P's marketing team members, Matt Seitz, Chief Marketing Officer, special guest Cary Chaitoff, Vice President of Marketing, with additional insights from Ericca Rivera, Paid Advertising Specialist & Social Media Coordinator, to learn the true meaning of lead generation and real-world tactics. From optimizing your online presence to leveraging live events and innovative strategies like Facebook Instant Campaigns, they cover the entire marketing funnel and explain how to nurture leads until conversion. You'll also learn best practices for aligning your lead generation efforts with your team's capacity and measuring the success of branding campaigns. Whether you're new to lead gen or want to elevate your existing approach, this is a must-listen guide to driving sustainable growth.

Resources:

• FMG Suite
• Broadridge
• Snappy Kraken
• American Financial Education Alliance (AFEA)

There’s no shortage of financial advisors but there is a shortage of financial advisors who prioritize exceptional client service. Providing 11-star client service can be a huge differentiator for your practice and help to retain clients and receive more referrals. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and founder, CEO, and lead advisor of Alison Wealth Management, and guest Anthony "Tony" Engrassia, ChFC®, LUTCF®, NSSA®, CFF ®, Financial Planner and founder of Wealth Management Strategies and the creator of the Strategic Freedom Process™, as they discuss the importance of building client connections through a higher standard of service. Learn how Tony and Dave have successfully grown their practices by focusing on delivering exceptional client service. Together they explore practical strategies and ideas for creating memorable experiences, strengthening relationships, and fostering multi-generational client loyalty.

Resources:

• The Dan Sullivan Question by Dan Sullivan
• The Bucket Plan® Best Interest Process

You survived tax season, now what? Hear distinguished advisors reflect on the challenges and goals of the past quarter and how they stay on track to meet them. C2P Hosts, Matt Seitz, Chief Marketing Officer, and Carl Smith, founding partner and advisor ambassador, are joined by guests, Christian Cordoba, CFF, founder of California Retirement Advisors, and Charlie Ehrenfried, CFP®, CLU, ChFC, RICP, CASL, Owner and Wealth Manager of Retirement Matters. They stress the significance of setting clear, achievable goals, the benefits of understanding and tracking business numbers, and the value of team alignment on company objectives. Tune in to learn from accomplished advisors how you can keep your business momentum going strong throughout the year.

Resources:

• The Gap and The Gain: The High Achievers' Guide to Happiness, Confidence, and Success Book
• No Brown Days Color Coded Time Calendars System
• Teamwork Movement Live Training
• Airtable Database Sharing Platform
• Catchlight: Prospecting & Marketing Growth for Advisors
• Marketing Measurables for Financial Advisors: How Knowing Your Numbers Can Transform Your Outcomes Episode of Rainmaker Multiplier On-Demand Podcast 

Are you looking to enhance your practice with innovative, tax-efficient solutions? Life insurance may be the answer! Join Kalem Mackey, CFP®, BPC, Executive Vice President at C2P, and special guest Stoyan Petev, CFA, CFP®, CLU, ChFc, Senior VP of Advanced Markets at C2P, as they discuss advanced life insurance concepts that will be taught in greater detail at The Tax Management Journey® training. Discover the significance of life insurance as an asset class, its impact on charitable planning, and strategies for estate tax planning. You’ll also learn about the benefits of life insurance in non-qualified deferred compensation plans and the importance of policy reviews. Tune in to expand your financial planning expertise with these advanced life insurance insights. Visit the US Debt Clock website for real time updates on the current debt status of the US.

Resources:

• The Tax Management Journey training®
• US Debt Clock for real time updates on the current debt status of the US

Advisors aren’t the only critical elements to a thriving practice. Successful advisory firms also use strategies and resources that help boost their teams’ operational efficiency. Join Jason L Smith, CEP, BPC, Founder and CEO of JL Smith Holistic Wealth Management and C2P, as he leads a conversation with his Chief Operating Officer, Rob LaCivita, along with Greg Dillon, CFA, CFP ®, CLTC®, NSSA®, Managing Partner and Head of Wealth Management and Retirement Income Planning at OneTeam Financial. Jason shares the necessary evolution of The Advisor Career Path & Compensation Training program, now known as The Teamwork Movement training, to teach advisors the tools and concepts used by accomplished firms to run their practice efficiently. Tune in to hear about the innovative training methods and processes that help create cohesive, high-performing team environments for scalable success.

Resources

• Outliers: The Story of Success book by Malcolm Gladwell
• EOS Worldwide
• Clarity 2 Prosperity

Are you one of the 88% of advisors who don’t ask your clients for referrals, despite it making up 88% of your new business?* Learn how to enhance your referral process with insights from host Jason L Smith, CEP®, BPC, Founder, and CEO of C2P and JL Smith, and special guest, Bill Cates, CSP, CPAE, author, speaker, consultant, president of Referral Coach International and creator of The Unlimited Referrals Marketing System. Join us as the two discuss Bill’s renowned VIPS (Value, Importance, Permission, Suggest) method ™ for asking for referrals while exploring this framework’s continued relevance today. From innovative strategies that make introductions more effective to organizing special events to facilitate new connections, learn proven methods to start securing referrals with ease from “The Original Referral Coach.”

Resources:

• The VIPS Method framework by Bill Cates
• Top Advisor Podcast with Bill Cates
• The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients book
• The Ultimate Referral System For Professionals: The Machine To Magnetically Attract All The Referrals You'll Ever Need So You'll Never Have To Cold Call Again!!!) book
• Strategic Coach | Premier Business Coach For Entrepreneurs

* https://www.investmentnews.com/industry-news/news/rias-need-to-get-past-their-fear-of-asking-for-referrals-237521