Rainmaker Multiplier On-Demand

May 14 2024

Rainmaker Multiplier On-Demand Podcast artwork

Developed by Jason L Smith, this podcast takes you through strategies for multiplying your revenue, net profit, lines of business, capabilities, efficiencies, most valuable relationships, and top producers — your rainmakers. Join our rotating host lineup for exclusive insights on everything from structuring your practice, marketing best practices, compensation frameworks, and how to navigate the modern world of compliance.

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Cultivating Connections: Key Lead Generation Strategies For Financial Advisors

May 14 2024 28 mins

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 P

11-Star Customer Service: The Key to Building Lasting Client Connections

May 08 2024 31 mins

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 A

Quarterly Reflections: Setting and Achieving Goals After Tax Season

Apr 23 2024 26 mins

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®,

The Tax Management Journey® Preview: Advanced Life Insurance Strategies for Tax Efficiency

Apr 09 2024 25 mins

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 J

The Teamwork Movement: Redefining Practice Management Beyond Career Paths

Mar 26 2024 28 mins

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, CF

From Introductions to Impact: How To Secure Referrals With Ease

Mar 19 2024 24 mins

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

The Art of Influence: How to Build Reliable COI Networks

Mar 11 2024 28 mins

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 Ma

Financial Advisor Speaking Tips: Workshops, Webinars, & Beyond, Part 2

Mar 06 2024 29 mins

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

Financial Advisor Speaking Tips: Workshops, Webinars, & Beyond, Part 1

Feb 27 2024 25 mins

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

Coffee Break with C2P: Hiring support staff to propel your success

Feb 26 2024 28 mins

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 Offi