Rainmaker Multiplier On-Demand

The most successful businesses have close relationships with centers of influence (COI) — well-connected people or groups that can boost your reputation by recommending you to others. Identifying and collaborating with COIs such as CPAs and tax attorneys can play a critical role in expanding your business networks and attracting your ideal clients. Join host, Matt Seitz, Chief Marking Officer at C2P, and guests, Dave Buckwald, CEO and founder of OneTeam Financial, and Gary Pelfrey, Director of Business Development at JL Smith Holistic Wealth Management, as they discuss the nuances of establishing and nurturing COI relationships. Learn the importance of selecting your COIs carefully with targeted questioning, active listening, and determining what value you can offer one another to create a mutually beneficial relationship that lasts. Tune in for actionable strategies to refine or create your own COI process that fosters sustainable business growth.

Anyone or advisor can deliver a presentation, it’s how you deliver that presentation that makes all the difference. Join host Matt Seitz, Chief Marketing Officer at C2P, and guest Josh Friberg, founder of Your Event Elevated, for part two of their conversation on tips and tricks to engage and convert your seminar audience into loyal clients. Josh advises speakers to ask the right questions, adopt a speaker-ready mindset, and leverage personal and professional growth opportunities to refine their skills. He also shares powerful communication strategies including his five-step method to connect with audiences and spark impactful discussions at events. Don’t miss the final part of this insightful discussion packed with actionable presentation tactics and tricks to become a better presenter.

Resources:

• Financial Advisor Speaking Tips: Workshops, Webinars, & Beyond, Part 1
• Your Event Elevated
• Start with Why: How Great Leaders Inspire Everyone to Take Action book

Are you comfortable meeting with clients and prospects but lack confidence when hosting in-person or online events? Host Matt Seitz, Chief Marketing Officer at C2P, and guest Josh Friberg, founder of Your Event Elevated, are here to help change that, by teaching you how to enhance your public speaking skills and confidence while presenting, regardless of the setting or your current experience. Tune in to learn practical tips and tricks to present confidently and effectively, and how strengthening your skills can help grow your business and foster client relationships.

Resources

• Your Event Elevated

If you’re an advisory firm owner trying to propel your business forward, you need competent and compatible staff to support your top advisors now and someday share in their success. In this 100th episode of our Coffee Break with C2P series, host Jason L Smith, CEP®, BPC, Founder & CEO of C2P and JL Smith Holistic Wealth Management, is joined by Rob LaCivita, Chief Operating Officer at JL Smith, and Art Snarzyk, a C2P mentor specializing in hiring and onboarding, to offer their valuable perspectives. Tune in as they share their experiences and strategies for success, highlighting the importance of identifying, training, and retaining skilled staff. Don’t miss out on key insights into fostering a high-performing support team that aligns with your business goals.

Resources

• Discprofile.com - DiSC Profile
• Kolbe.com | Home of the Kolbe A™ Index
• Myers-Briggs Type Indicator® (MBTI®)
• The 6 Types of Working Genius: A Better Way to Understand Your Gifts, Your Frustrations, and Your Team book
• Outliers: The Story of Success book 

If you’re interested in hosting educational events on topics like taxes in retirement and Social Security to generate leads, this podcast is for you! Join host Dave Alison, CFP®, EA, BPC, President and Partner at C2P, and Bryan Bibbo, AIF, NSSA, BPC, Lead Advisor and Partner at JL Smith Holistic Wealth Management as they discuss nearly everything you need to know about hosting successful workshops to win more clients. Focusing on JL Smith's innovative approach, Bibbo provides practical advice and benchmarks to consider when planning or running these events, including who to partner with and when and where to host them. You’ll also hear key insights from Matt Seitz, Chief Marketing Officer at C2P, on marketing best practices and how much to spend. Discover the keys to driving attendance and how to make these events a regular, profitable part of your business.

Resources

• True Productions Digital Agency
• Eight Digit Media
• American Financial Education Alliance (AFEA)

If you’re wondering how you can leverage the latest in digital marketing to drive your financial practice forward, you have to understand how and when your customers interact with your brand. Join host Cary Chaitoff, Vice President of Marketing at C2P, and special guest, Chelsea Konst, Content Marketing Manager at C2P, for Part 2 of their discussion summarizing some of the key takeaways they learned from attending the 2024 Traffic and Conversion Summit in Las Vegas. Tune in to learn the critical aspects of the customer journey and the power of effective tracking in today’s digital landscape. Don’t miss their insights on leveraging artificial intelligence and algorithms for content delivery, understanding the customer acquisition engine, and the importance of tracking every touchpoint.

Resources

• How Financial Advisors Can Drive Traffic and Boost Conversions, Part 1
• Traffic & Conversion Summit marketing conference

Almost half of the people in the U.S. like listening to podcasts, and about 75% of them listen because they want to learn new things*. Podcasting provides a unique opportunity for financial advisors to share valuable insights and knowledge with their clients and attract even more. Join Host Matt Seitz, Chief Marketing Officer at C2P, and Dave Alison, CFP®, EA, BPC, President and Founding Partner at C2P, and CEO of Alison Wealth Management, as they discuss the benefits of podcasting for financial advisors and practical tips to get started. Sharing insights on content creation, audience engagement, and leveraging podcasts for thought leadership, this discussion will equip you with the tools and inspiration needed to launch or enhance your own podcast as a financial advisor.

* https://crystalmarketingsolutions.com/financial-advisor-video-podcast-marketing/

Resources

• Buzzsprout Free Podcast Hosting
• Zoom Meeting and Recording Platform
• Riverside.fm - Record Podcasts and Videos from Anywhere
• Logitech for Creators Blue Yeti Microphone
• Shure MV7 Podcast Microphone
• Opus Clip - AI-powered Video Repurposing
• Chat GPT – free AI System
• Dave Alison's Podcasting Setup
• Complete Wealth Management with Dave Alison Podcast
• Holistic Health & Wealth Podcast by JL Smith

When financial services are separate, it is as inconvenient for clients as it is costly to go to multiple specialists. By integrating financial, investment, insurance, and especially their taxes into one overall plan, you can provide remarkable value to your clients and your firm. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P, with special guests, Jeff Warnkin, CFP, CPA, NSSA, Lead Advisor at JL Smith Holistic Wealth Management, and Scott Kaup, CFP®, of Kaup’s Financial Advisors, as they share personal anecdotes on how integrating tax strategies they learned from The Tax Management Journey ® have impacted their advisory services. Tune in to learn how a holistic financial planning approach that includes tax management has on your business growth and overall advisory skills.

Resources

The Tax Management Journey training®

A strong brand attracts clients and serves as a solid foundation for your marketing efforts. Join host Matt Seitz, Chief Marketing Officer at C2P, and accomplished publicist, author, and brand consultant, Alana Kohl, President of AdvisorPR, as they discuss branding basics for financial advisors and how to ensure your message is always on point to attract your ideal clients. Together they discuss common mistakes advisors make in their branding, and more importantly — how advisors can identify and fix them. Listen in to learn remarkable strategies and insights to align your brand messaging with your business objectives before delving into your marketing plan.

Resources

Time for a new plan? Strategies to roll out in 2024

4-Step Brand Audit to Build a Magnetic Financial Advisory Firm

Do you struggle to keep your marketing up to date and consistently develop content that resonates with potential clients? In this Coffee Break with C2P, Kirsten Schlumbohm, Vice President of Annuity Sales, hosts Cary Chaitoff, Vice President of Marketing, and Chelsea Konst, Content Marketing Manager, as they share valuable takeaways and best practices they learned at the 2024 Traffic and Conversion Summit in Las Vegas. They unveil some of the latest digital marketing trends, with a strong focus on Artificial Intelligence (AI) as well as practical tips for efficient content creation that is authentic, empathetic, and tailored to your audience. Discover how to attract and convert prospects with targeted messages to maximize your marketing impact.

Resources

Chat GPT AI system

Traffic & Conversion Summit marketing conference

Navigating Financial Content Creation: Tips, Trends, & Compliance podcast episode