Rainmaker Multiplier On-Demand

Advisors who contact leads within one to two days of initial engagement see conversion rates up to 60% higher than those who wait a week or more, according to MarketingSherpa. Yet most advisors struggle to implement systematic follow-up processes that capitalize on every lead generated. Join host Matt Seitz, Chief Marketing Officer at C2P, as he sits down with Cary Chaitoff, Vice President of Marketing at C2P, to explore proactive strategies that help turn lead generation into actual business growth. From crafting compelling voicemail scripts to tracking conversion metrics, discover how to build a marketing process that works smarter, not harder, to convert prospects into clients. Resources: For C2P Advisors only: Marketing services referenced: The Agency at C2P Statistics: 44% of salespeople stop after one follow-up call  2% of all sales happen on the first contact across all industries Advisors who contact leads within 1-2 days of initial engagement see conversion rates up to 60% higher than those who wait a week or more (MarketingSherpa) Industry average: 7-9 touches to convert a lead to a Right Fit Call 

AI search is fundamentally changing how prospects discover advisors, and the content strategies that worked six months ago are already obsolete. Join host Matt Seitz, Chief Marketing Officer at C2P, as he continues his conversation with C2P team members, Mila Bennet, Content Writer, and Owen Brodhead, Digital Marketing Manager, fresh from INBOUND—HubSpot's Marketing and Sales conference. Discover how to structure content so AI search engines find you, why online reviews now directly impact your visibility, and how spreading your message across multiple channels keeps you top of mind. From email best practices to video strategy, this episode reveals what separates advisors who get found from those who get overlooked.Resources:Previous podcast episode: Marketing Shifts That Matter: INBOUND Insights for Advisors Part 1Conferences Mentioned: HubSpot INBOUND ConferenceCRM Referenced: HubSpotC2P Advisors only:Marketing services referenced: The Agency at C2PStatistics:Three words or less in subject lines with no preview text generates 25% higher open rates"Way to" phrasing in subject lines increases open rates by 17-19%

Email marketing is evolving rapidly as Apple introduces new priority placement algorithms and AI search engines reshape how prospects find advisors—strategies that worked last year are already obsolete. Join host Matt Seitz, Chief Marketing Officer at C2P, as he interviews C2P team members, Mila Bennet, Content Writer, and Owen Brodhead, Digital Marketing Manager, fresh from INBOUND – HubSpot’s Marketing and Sales conference. Discover how Apple's email rules are changing inbox strategy, why the shift from SEO to AEO (Answer Engine Optimization) matters for your practice, and how HubSpot's Loop Marketing Framework replaces traditional funnels. Whether you're testing negative emojis in subject lines or optimizing for AI search, this episode offers specific tactics you can implement this week.Resources:Conferences Mentioned: HubSpot INBOUND ConferenceCRM Referenced: HubSpot C2P Advisors only:Marketing services referenced: The Agency at C2P

Mergers & Acquisitions (M&A) headlines and aggregator emails fill our inboxes daily, with deals focused on multiples and valuations. But the financial calculations are the straightforward part. The real challenges lie in understanding your true motivations, assessing whether you have the right skills for growth versus succession, and managing the emotional aspects of partnership or sale. Join host Dave Alison as he interviews Stan Milovancev, CPA, QKA, co-CEO of Prosperity Capital Advisors and C2P, to discuss both the strategic framework for these decisions and the practical insights from Dave's own recent integration experience. Together, they explore the critical questions advisors should address before pursuing any M&A transaction - from avoiding the "muddy middle" trap to developing delegation skills well before you need them.Resources:Organization referenced: Entrepreneurs' Organization (EO) Forum

We've all encountered moments in our careers where we question whether we're maximizing our impact. Discover how one of the industry's most recognized thought leaders transformed from cold-calling struggles into building platforms that serve over 2,100 advisors. Join host Jason L Smith as he sits down with Michael Kitces, CFP®, founder of Kitces.com, Head of Planning Strategy at Focus Partners Wealth and the driving force behind XY Planning Network and AdvicePay. Learn strategies for building subscription-based planning models, implementing scalable business systems, and multiplying your influence impact beyond traditional client service. Platform referenced: XY Planning NetworkSoftware referenced: AdvicePayContent platform: Kitces.comPodcast referenced: Financial Advisor Success podcastStatistics:Over 20,000 advisors subscribe to Kitces.com member content for continuing educationXY Planning Network has grown to 2,100 advisors since its 2014 launch

The One Big Beautiful Bill (OB3) represents the largest tax reform opportunity advisors have seen since the 2017 Tax Cuts and Jobs Act. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and Prosperity Capital Advisors, as he interviews Glen Pier, Certified Financial Fiduciary®, BPC, founder of Infinity Wealth Management and C2P founding member, who has doubled his workshop attendance since OB3 passed. Discover how Glen is leveraging these tax changes to re-engage prospects, expand his client base, and position his practice for unprecedented growth, and how you can do the same. From practical marketing tactics to client communication strategies, this episode reveals how top advisors are capitalizing on OB3 to differentiate themselves and capture significant new assets under management. Resources:Training referenced: The Tax Management Journey®

Building the right compensation strategy is one of the most critical investments advisory firms make—after all, people are often your largest expense and greatest asset. Discover how to create compensation models that not only attract top talent but inspire firm-wide growth and long-term commitment. Join guest host Kirsten Schlumbohm as she sits down with Kelli Knudsen, EA, Controller and Head of People and Culture at JL Smith Holistic Wealth Management, to explore their innovative "base plus incentive plus stake in the outcome”— part of the comprehensive approach developed through C2P's Teamwork Movement Practice Management program. Kelli shares practical insights from over a decade of experience implementing and refining these compensation strategies that balance financial stability with performance motivation. Learn how to design compensation plans that get everyone from receptionists to senior advisors invested in your firm's success. Resources:Program referenced: The Teamwork Movement Practice Management Program Training referenced: The Teamwork Movement Live Training

Your website is often the first thing prospects see in their search for a financial advisor. You have to make your first impression count if you want to convert that visitor into a client. Discover the essential elements that make financial advisor websites both visually appealing and functionally effective. Join host Cary Chaitoff, VP of Marketing at C2P, as he interviews Missy Shermer, Senior Digital Account Manager, and Owen Brodhead, Digital Marketing Manager, to explore practical strategies for creating websites that convert visitors into qualified prospects. Learn how to optimize your current or future website for both user experience and search engines while navigating compliance requirements in the financial services industry. Resources:Website platform for financial advisors referenced: FMG SuiteWebsite analytics tool referenced: Google AnalyticsDesign tool referenced: CanvaStatistics:62.54% of global website traffic comes from mobile devices

Are you ready to unlock AI's true strategic potential? Most advisors are stuck using AI for basic tasks, but the real transformation happens when you leverage it as a strategic thought partner. In this follow-up conversation, discover how to overcome compliance roadblocks, build sophisticated AI workflows, and use advanced prompting techniques that can compress months of strategic work into hours. Join host Dave Alison and Matt Seitz as they continue their conversation with Geoff Woods, founder of AI Leadership and author of The AI Driven Leader, exploring real-world applications that go far beyond content creation. From conducting AI-facilitated leadership meetings to building custom enterprise solutions, learn how successful advisors are using artificial intelligence to drive exponential business growth and operational excellence.Resources:Previous episode: Leveraging AI to Lead and Scale: Strategic Applications for Advisors Pt 1Book referenced: The AI Driven Leader by Geoff WoodsAI Leadership: Geoff Woods’ company website

If you’re still using AI for basic tasks like writing emails or taking notes, you’re missing the real opportunity. You could be using AI to help you redesign your entire business model, identify blind spots in your leadership, generate alternative growth strategies in minutes, and more. Join host Dave Alison and Matt Seitz, as they welcome back Geoff Woods, founder of AI Leadership and author of The AI Driven Leader, for an advanced look at strategic AI applications that can transform your practice. Discover how to move beyond the "80% tasks that drive 20% of value" and start leveraging AI for the high-impact work that actually scales your business. From building your own "AI Board of Directors" to using the CRIT framework for prompting, this episode reveals practical approaches successful advisors are using to gain competitive advantage through artificial intelligence.Resources:Geoff Woods website referenced: AI LeadershipBook referenced: The AI Driver Leader: Harnessing AI to Make Faster, Smarter Decisions.Geoff Woods previous episode: AI for Financial Advisors: How to Leverage AI as a Strategic Thought Partner

Standing out in today's saturated financial services market requires more than just being better—it demands being authentically different. Join host Matt Seitz, Chief Marketing Officer at C2P, alongside Cary Chaitoff, Vice President of Marketing, and Chelsea Konst, Marketing Director, as they as they share their biggest takeaways from attending Snappy Kraken’s marketing conference, Jolt! Discover how shifting from reactive to proactive marketing strategies, defining your unique niche, and leveraging digital channels can transform your practice's growth trajectory. From crafting compelling homepage messaging to building meaningful client relationships through personalized data, they’ll reveal how to break through the noise and connect with your ideal prospects.Resources:Conference referenced: Jolt Conference by Snappy KrakenFramework referenced: StoryBrandStatistics:68% of investors under 60 say they made their advisor choice via digital channels (as 50% of investors say social media plays a vital role in who they choose as an70% of all advisors lose the next generation of clients

What does it really take to scale your organization without compromising your mission? Join host Kirsten Schlumbohm, Vice President, Head of Annuity Sales at C2P, as she sits down with Kellan Brown, COO and Chief Development Officer of 100 Women in Finance, who's built a 36,000-member network spanning 33 countries with just 17 staff members and 600+ volunteers. Listen as Kellan shares the unfiltered truth about balancing revenue generation with purpose-driven goals. Learn her approach to investing in top performers, how she tailors her message for different global markets, and why saying "no" can be your best growth strategy. Get practical frameworks for team engagement, authentic relationship building, and creating systems that scale without losing personal touch. Resources:Organizations referenced: 100 Women in Finance, YPO (Young Presidents' Organization)

70% of women prefer to work with female advisors. * Learn how to serve your female clients and their complex needs by creating a supportive and welcoming environment where female advisors can thrive. Join host Kirsten Schlumbohm and guest Sheryl Hickerson, CEO of Females and Finance and a pioneer in promoting diversity in financial services. Together they explore Sheryl's unexpected journey into the industry and her mission to empower women in finance and fintech. Throughout their engaging conversation, Sheryl offers valuable insights on building inclusive communities, effective strategies for engaging women in finance, and the future of the industry. She also shares her perspective on marketing to women clients and the importance of allyship in advancing diversity. Tune in to hear Sheryl's unique insights on creating change, embracing discomfort, and the bright future for women in financial services.*SourceResources:Bowling Alone: The Collapse and Revival of American Community by Robert D. PutnamFemales and Finance websiteStatistics:Women and Wealth: How Advisors Can Address a $30 Trillion OpportunityDeloitte study: More women are reaching the C-suite in financial services, but progress is slow

Transform your marketing-to-sales pipeline with proven tracking strategies that drive real results. Join host Matt Seitz, Chief Marketing Officer at C2P as he interviews Andrei Henson, Advisor Growth Specialist, and Desiree Sgro, Business Development Associate at C2P, to reveal the core metrics commonly monitored by successful financial advisors. Discover the critical difference between lead source and booking source tracking, learn how to identify and fix pipeline leaks, and explore the game-changing "qualified not interested" category that's helping advisors nurture prospects more effectively. From attribution modeling to emotional selling techniques, listen in to learn how to optimize your conversion rates and maximize ROI on your marketing investments.Resources:Framework referenced: EOS (Entrepreneur Operating System) Process referenced: The Bucket Plan® (Discover, Design, Deliver, Dedicated)AI tool referenced: ChatGPTCRM platform referenced: HubSpot, Smart OfficeSoftware referenced: Bloom GrowthC2P Podcast episode: Maximizing Marketing ROI: How Financial Advisors Can Make the Most of Their Marketing SpendStatistics:Average of 3-5 webinars attended before prospects book initial consultations (referenced from Kitces Marketing Summit 2025) 

Financial success on paper doesn't always translate to personal fulfillment or sustainable business growth. Join guest host Kirsten Schlumbohm, Vice President, Head of Annuity Sales at C2P, as she sits down with Tana Kramer, founder of TK Solutions and profitability strategist and guide, to explore how advisors can build wealth that extends far beyond traditional metrics. Tana shares her unique approach to aligning business profitability with personal purpose, offering practical frameworks for advisors who want to grow their practices while maintaining work-life balance. Learn how to create a purpose-driven advisory practice that serves both your clients and your personal goals.Resources:Tana’s private, subscriber-only podcast: Finding Financial Wellness

What if you could triple your hourly rate, become 100% referral-only, and cut your working hours by two-thirds—all within three years? Join host Matt Seitz, Chief Marketing Officer at C2P, as he sits down with Libby Greiwe, a former financial advisor who built a seven-figure practice working just 25 hours per week before successfully selling her firm in 2019. Now host of the Efficient Advisor Podcast, Libby shares the exact systems and strategies that transformed her from working 70-80 hours weekly to achieving sustainable success with maximum efficiency. Learn about the eight core processes that drive referral generation, the power of "scuba diving" versus "snorkeling" in client meetings and why switching from annual reviews to strategy sessions revolutionized her client relationships. Whether you're a solo practitioner or managing a team, Libby provides actionable frameworks for automating, delegating, streamlining, and eliminating activities that don't move the needle forward.Resources:Libby’s podcast: The Efficient Advisor Podcast

Discover practical leadership strategies to help you build a more engaged, productive team while avoiding burnout. Join host Matt Seitz, Chief Marketing Officer at C2P, as he interviews Josh Friberg, Transformational Emcee and Event Designer from Your Event Elevated. Learn how to establish yourself as a trusted leader, empower your team members, and approach difficult conversations constructively. From defining effective leadership traits to implementing communication strategies, this episode covers essential tactics for financial advisors looking to enhance their leadership skills and multiply their impact.Resources:Previous episode with Josh Friberg: Converting Culture into Growth: How Elite Financial Advisors Create High-Performing TeamsBooks referenced:Smarter, Faster, Better by Charles DuhiggVisioneering: Your Guide for Discovering and Maintaining Personal Vision by Andy Stanley Slow Productivity: The Lost Art of Accomplishment Without Burnout by Cal NewportFramework referenced: Simon Sinek's Golden CircleSystem referenced: EOS (Entrepreneurial Operating System)

Building a business that thrives with or without your presence is the ultimate test of sustainable success. In this final episode of our short series on The Rainmaker Multiplier book with Jason L Smith, we go behind the scenes of his journey building C2P and JL Smith Holistic Wealth Management. Discover how Jason's businesses not only survived but achieved record-breaking growth during his extended absences for medical leave. Learn the frameworks and organizational health principles that allowed both companies to achieve their most profitable quarters ever while he was recovering from surgery. Join host Matt Seitz, Chief Marketing Officer at C2P, for this revealing conversation about business continuity, leadership development, and building a meaningful legacy in the financial services industry that can last for generations.Resources:Books referenced: The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business by Jason L SmithThe Advantage: Why Organizational Health Trumps Everything Else In Business by Patrick LencioniFree Toolkit: The Rainmaker Multiplier Toolkit (includes bonus chapters and templates)

Identifying, developing, and empowering the right people can make all the difference in building a thriving financial practice. Take it from Jason L Smith, author of The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business. Join host Matt Seitz, Chief Marketing Officer at C2P, as he continues his conversation with Jason on the key themes behind the book and The Rainmaker Multiplier process. Learn how Jason's strategic hires like Jeff Warnkin, CFP, CPA, NSSA, BPC, Senior Wealth Manager, and Bryan Bibbo, AIF, NSSA, BPC, CEPA, now President and CFO, transformed JL Smith through their distinct but complementary strengths. Plus, discover the critical importance of "backstage players" who make everything possible behind the scenes. Tune in to learn more about practical frameworks for talent development, including the proven five-rung advisor career path that has helped numerous financial practices scale successfully.Resources:Books referenced: The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business by Jason L SmithThe Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement by Jason L Smith Getting Naked: A Business Fable About Shedding The Three Fears That Sabotage Client Loyalty by Patrick LencioniProcess referenced: The Bucket Plan® philosophyTraining referenced: The Teamwork Movement Live Training Free Toolkit: The Rainmaker Multiplier Toolkit (includes bonus chapters and templates)The Ensemble Practice program referenced: G2 Leadership InstituteBusiness coaching program referenced: Strategic Coach

Discover the origins of the holistic approach that has become the backbone of Jason L Smith’s success formula and now book for financial advisors nationwide. Join host Matt Seitz, Chief Marketing Officer at C2P, as he continues his conversation with Jason L Smith, author of The Rainmaker Multiplier, exploring the foundational concepts that shaped his business philosophy. Jason shares the compelling origin story behind The Bucket Plan®, revealing how a chance remark during a client meeting sparked the creation of this revolutionary financial planning approach. This innovative methodology would later become a cornerstone of The Rainmaker Multiplier philosophy, demonstrating how a client-focused planning system can transform an advisor's practice from simple product sales to comprehensive wealth management.Resources:Book referenced: The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business and The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement by Jason L SmithProcess referenced: The Bucket Plan® philosophyFree Toolkit: The Rainmaker Multiplier Toolkit (includes bonus chapters and templates)