Rainmaker Multiplier On-Demand

Nov 21 2024 100 ep. 30 mins 1
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.

  Business
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Philanthropic Marketing for Financial Advisors: How to Showcase Your Community Impact Authentically

Nov 21 2024 27 mins  
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 C

Navigating SEC Marketing Rules: A Financial Advisor's Guide to Compliance

Nov 07 2024 26 mins  
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

Differentiating Your Advisory Practice by Marketing Your Authenticity

Oct 31 2024 28 mins  
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'l

Strategic Client Gift-Giving: How Top Advisory Firms Create Memorable Client Experiences

Oct 24 2024 28 mins  
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-gi

Marketing For Financial Advisors: Insights From INBOUND Conference

Oct 16 2024 37 mins  
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 transfor

Unpacking the Impact of Management Styles on Team Performance and Development

Oct 09 2024 27 mins  
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 managem

Unifying & Cross-Selling for Success: How to Develop and Scale an Ensemble Practice

Oct 03 2024 26 mins  
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 LaCivi

Coloring Inside the Lines: Compliant Content Creation Best Practices for Financial Advisors

Sep 25 2024 25 mins  
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 ad

Building a Thriving Practice Through Mentorship & Thought Leadership│Part 2

Sep 18 2024 26 mins  
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

Lead Generation Through Video Creation: Top YouTube & Facebook Marketing Tips for Financial Advisors

Sep 12 2024 27 mins  
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 Ericc