Advisor Resources
Multiply Your Impact: Effective Leadership Skills for Financial Advisors
The Rainmaker Multiplier On-Demand Podcast Multiply Your Impact: Effective Leadership Skills for Financial Advisors https://www.youtube.com/watch?v=6oOg3LMkrew In This Episode Discover how developing your leadership skills can transform your financial advisory practice and create a more engaged, empowered team. Join host Matt Seitz, Chief Marketing Officer at C2P, as he sits down with Josh Friberg, Transformational Emcee...
Reimagining Longevity & Lifestyle Planning for Women Clients
The Bucket Plan® On-Demand Podcast Reimagining Longevity & Lifestyle Planning for Women Clients https://www.youtube.com/watch?v=mrK9rbaOEj4 In This Episode About the Episode:Discover why traditional planning approaches often fall short for women who earn less yet face longer, more expensive retirements. Join host Kirsten Schlumbohm from C2P, and special guests, Ashley Ilardo, Regional Director and Vice President at...
Behind The Rainmaker Multiplier Book: The Self-Sustainable Success Story
The Rainmaker Multiplier On-Demand Podcast Behind The Rainmaker Multiplier Book: The Self-Sustainable Success Story https://www.youtube.com/watch?v=HFmbLMq5-oo In This Episode In this final installment of our Behind The Rainmaker Multiplier Book series with author, Jason L Smith, we explore the real-world application of building a business that can operate successfully without its founder.Join host Matt Seitz, Chief...
Bulletproofing Your Bucket Plan to Withstand Market Volatility
The Bucket Plan® On-Demand Podcast Bulletproofing Your Bucket Plan to Withstand Market Volatility https://www.youtube.com/watch?v=r-nxBniRlhQ In This Episode About the Episode: Discover how to build a "Bucket Plan of Steel" that holds firm even when markets experience significant turbulence. Join host Kalem Mackey, CFP®, BPC, Executive VP at C2P, as he sits down with Dave Alison,...
Behind The Rainmaker Multiplier Book: Building Your Dream Team
The Rainmaker Multiplier On-Demand Podcast Behind The Rainmaker Multiplier Book: The Why https://www.youtube.com/watch?v=fQb7WXcjABQ In This Episode Discover the powerful insights behind Jason L Smith's book, The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business. In this first installment of a special series, host Matt Seitz, Chief Marketing Officer at C2P, sits down...
Reframing Life Insurance: From Protection to Strategic Asset Class
The Bucket Plan® On-Demand Podcast Reframing Life Insurance: From Protection to Strategic Asset Class https://www.youtube.com/watch?v=lDOIOrsz44Q In This Episode About the Episode:Discover critical life insurance lessons that will transform your client conversations and help you overcome inaction. Listen as Dave Buckwald, founder and CEO of OneTeam Financial, who lost 51 friends and clients in the 9/11...
Behind The Rainmaker Multiplier Book: The Bucket Plan® Breakthrough
The Rainmaker Multiplier On-Demand Podcast Behind The Rainmaker Multiplier Book: The Why https://www.youtube.com/watch?v=fQb7WXcjABQ In This Episode Discover the powerful insights behind Jason L Smith's book, The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business. In this first installment of a special series, host Matt Seitz, Chief Marketing Officer at C2P, sits down...
The Fourth Bucket: Longevity Planning for Female Clients
The Bucket Plan® On-Demand Podcast The Fourth Bucket: Longevity Planning for Female Clients https://www.youtube.com/watch?v=6A6icixWdpg In This Episode About the Episode:Upgrade your retirement planning with strategies built for longer lifespans. Join host Kirsten Schlumbohm Vice President and head of Annuity Sales at C2P, as she sits down with Jeannette Bajalia, a recognized specialist in elder care...
Behind The Rainmaker Multiplier Book: The Making of a Rainmaker
The Rainmaker Multiplier On-Demand Podcast Behind The Rainmaker Multiplier Book: The Why https://www.youtube.com/watch?v=fQb7WXcjABQ In This Episode Discover the powerful insights behind Jason L Smith's book, The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business. In this first installment of a special series, host Matt Seitz, Chief Marketing Officer at C2P, sits down...
Succession Planning: Empowering the Next Generation of Financial Advisors
The Bucket Plan® On-Demand Podcast Succession Planning: Empowering the Next Generation of Financial Advisors https://www.youtube.com/watch?v=LOzYaJNqja8 In This Episode About the Episode:Most financial advisory firm owners plan on an internal succession, but many fail to incorporate any documentation or formal plan early on, which can affect their overall firm value and ease of operations.In this episode...
Behind The Rainmaker Multiplier Book: The Why
The Rainmaker Multiplier On-Demand Podcast Behind The Rainmaker Multiplier Book: The Why https://www.youtube.com/watch?v=fQb7WXcjABQ In This Episode Discover the powerful insights behind Jason L Smith's book, The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business. In this first installment of a special series, host Matt Seitz, Chief Marketing Officer at C2P, sits down...
Financial Clarity for Women Through Bucket Planning
The Bucket Plan® On-Demand Podcast Financial Clarity for Women Through Bucket Planning https://www.youtube.com/watch?v=BlMV2NqmawE In This Episode About the Episode:Empowering women through financial planning starts with understanding their values, life stages, and emotional needs. In this episode, host Kirsten Schlumbohm sits down with Grace Nicholson and Lisa Chenet to explore how The Bucket Plan® helps female...
The Art of Connection: Networking Strategies for Financial Rainmakers
The Rainmaker Multiplier On-Demand Podcast The Art of Connection: Networking Strategies for Financial Rainmakers https://www.youtube.com/watch?v=ibLiVjp2MbY In This Episode What does successful networking look like for those in the financial services industry, and why does it matter? Join Kirsten Schlumbohm, Vice President of Annuity Sales at C2P, for valuable lessons on the art of networking within...
Guiding Clients Through Market Volatility: The Bucket Plan® Advantage
The Bucket Plan® On-Demand Podcast Guiding Clients Through Market Volatility: The Bucket Plan® Advantage https://youtu.be/S1losjXM52g In This Episode About the Episode:Do your clients call in a panic when the market drops, ready to abandon their long-term strategy based on the day’s headlines? In this candid conversation, hosts Dave Alison and Jason L Smith, discuss how...
Supercharge Your Firm’s Growth with Accountability Charts
The Rainmaker Multiplier On-Demand Podcast Supercharge Your Firm's Growth with Accountability Charts https://www.youtube.com/watch?v=qvE-_XL8x1U In This Episode As advisors, we've all experienced the frustration when marketing tasks fall through the cracks, client onboarding hits unexpected delays, or business development activities get neglected because everyone thought someone else was handling them.In this episode, Matt Seitz, Chief Marketing...
AI-Powered Content Creation: Compliance and Best Practices for Advisors
The Rainmaker Multiplier On-Demand Podcast AI-Powered Content Creation: Compliance and Best Practices for Advisors https://www.youtube.com/watch?v=L5htM8CoDeY In This Episode Discover how to effectively and compliantly incorporate AI into your financial advisory practice. Join Host Kalem Mackey as he sits down with Dustin Anaas, Compliance Analyst at C2P, to explore the transformative potential of AI-powered content creation...
Navigating Market Uncertainty: How to Address Common Investor Concerns
The Bucket Plan® On-Demand Podcast Navigating Market Uncertainty: How to Address Common Investor Concerns https://www.youtube.com/watch?v=UBN-58r37u4 In This Episode About the Episode:As markets respond to policy changes and economic shifts, financial advisors need informed perspectives to guide client conversations through uncertain times. In this episode, host Dave Alison speaks with Dr. Apollo Lupescu of Dimensional Fund...
Getting Ahead as A Female Advisor: Putting Your Health First
The Rainmaker Multiplier On-Demand Podcast Getting Ahead as A Female Advisor: Putting Your Health First https://www.youtube.com/watch?v=T1p-b1J9KCw In This Episode Financial advisors—especially women—spend their careers creating safety nets for others while often neglecting their own. Join guest host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, as she sits down with Rebecca Bloom,...
Helping Women in Finance Build Networks and Career Paths
The Rainmaker Multiplier On-Demand Podcast Helping Women in Finance Build Networks and Career Paths https://youtu.be/1pqwQg15H0E In This Episode Women represent only 20-25% of financial professionals despite decades of diversity initiatives. In this special forum by A Women's Clarity®, host Kirsten speaks with industry leaders about practical strategies to help change that and show how women...
How to Translate Key Financial Planning Concepts to Clients
The Bucket Plan® On-Demand Podcast How to Translate Key Financial Planning Concepts to Clients https://www.youtube.com/watch?v=2Jb-i9--Kx4 In This Episode About the Episode:Discover how simplifying your language can lead to better client outcomes and practice growth. In this episode, host Dave Alison sits down with Greg Hammer, President and CEO of Hammer Financial Group, to explore the...
AI For Advisors: How to Boost Efficiency and Closing Ratios with Zocks
The Rainmaker Multiplier On-Demand Podcast AI For Advisors: How to Boost Efficiency and Closing Ratios with Zocks https://youtu.be/x6iIFCP6Zzc In This Episode Are you looking to save time and improve client interactions in your advisory practice? Meet Zocks: an AI platform for advisors. Join host Cary Chaitoff, VP of Marketing at C2P, and guests Mark Gilbert,...
Advisor’s Guide to Mastering Stock Options and Equity Compensation
The Bucket Plan® On-Demand Podcast Advisor's Guide to Mastering Stock Options and Equity Compensation https://www.youtube.com/watch?v=418oPeqjDYY In This Episode About the Episode:Stock options and equity compensation represent significant wealth-building opportunities for clients, but they also present complex planning challenges that many advisors aren't equipped to handle. In this insightful discussion, host Dave Alison, President and Founding...
Overcoming Imposter Syndrome
The Rainmaker Multiplier On-Demand Podcast Overcoming Imposter Syndrome with Kelly Barnard https://www.youtube.com/watch?v=kUJGpO0xKq0 In This Episode If you’re an accomplished professional who often doubts your abilities or achievements, you’re probably experiencing a condition referred to as Imposter Syndrome.Join host Kirsten Schlumbohm for a profound discussion with Kelly Barnard, a seasoned life coach and self-proclaimed “recovering workaholic.”...
Beyond The Bucket Plan®: Leveraging Life Insurance as an Asset Class
The Bucket Plan® On-Demand Podcast Beyond The Bucket Plan®: Leveraging Life Insurance as an Asset Class https://youtu.be/06ikRX7tP0E In This Episode About the episode:Life insurance is often misunderstood as simply a death benefit, especially for high net worth and ultra-high net worth individuals. However, this couldn’t be further from the truth! Learn the crucial role of...
