Advisor Resources
Simplify Your Financial Planning Process with The Bucket Plan®: Step 3: Deliver
The Bucket Plan® On-Demand Podcast Simplify Your Financial Planning Process with The Bucket Plan®: Step 3: Deliver https://www.youtube.com/watch?v=44BfjuB1SHM In This Episode About the episode: Join our hosts Jason L Smith, Dave Alison, and guest Bryan Bibbo, AIF, NSSA, BPC, President and CFO of JL Smith Holistic Wealth Management, as they explore Step three of The...
Strategic Client Gift-Giving: How Top Advisory Firms Create Memorable Client Experiences
The Rainmaker Multiplier On-Demand Podcast Strategic Client Gift-Giving: How Top Advisory Firms Create Memorable Client Experiences https://www.youtube.com/watch?v=VyIXUkd-LAg In This Episode Join 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 reveal strategies for creating meaningful...
Advising in Uncertain Times: Election Year Strategies to Keep Clients Confident
The Bucket Plan® On-Demand Podcast Advising in Uncertain Times: Election Year Strategies to Keep Clients Confident https://www.youtube.com/watch?v=9_i8mK9VOQE In This Episode About the episode:How might the 2024 presidential election affect your clients’ finances and their faith in their current plans? Join guest host Kalem Mackey, Executive VP at C2P, and Dave Alison, President and Founding Partner...
Maximize Impact & Minimize Taxes: Boost Your Clients’ Charitable Impact with Tax-Efficient Strategies
The Bucket Plan® On-Demand Podcast Maximize Impact & Minimize Taxes: Boost Your Clients' Charitable Impact with Tax-Efficient Strategies https://www.youtube.com/watch?v=CklePE0pDY8 In This Episode About the episode: Are your clients charitably inclined? Learn effective strategies to help them give to the causes they care about in a tax-efficient way. Join guest host Kalem Mackey, CFP®, BPC, Executive...
Marketing For Financial Advisors: Insights From INBOUND Conference
The Rainmaker Multiplier On-Demand Podcast Marketing For Financial Advisors: Insights From INBOUND Conference https://www.youtube.com/watch?v=K5PF2dNbsjo In This Episode Struggling to keep up with the latest marketing strategies? Dive into the world of digital marketing and learn valuable insights from the HubSpot INBOUND Conference.Join host Matt Seitz, Chief Marketing Officer at C2P, as he interviews Missy Shermer,...
Navigating the Now Bucket in a Low-Interest Environment
The Bucket Plan® On-Demand Podcast Navigating the Now Bucket in a Low-Interest Rate Environment https://www.youtube.com/watch?v=REcNw0lufEY In This Episode About the episode: Explore the importance of the “Now” Bucket in The Bucket Plan® financial planning during a period of dropping interest rates. Join guest host, Stoyan Petev, CFA, CFP®, CLU, ChFc, Senior Vice President of Advanced...
Unpacking the Impact of Management Styles on Team Performance and Development
The Rainmaker Multiplier On-Demand Podcast Unpacking the Impact of Management Styles on Team Performance and Development https://www.youtube.com/watch?v=53dWnTXuTjE In This Episode Explore how your management style could be impacting your team's success and learn strategies to enhance your leadership effectiveness. Join host Matt Seitz, Chief Marketing Officer at C2P, as he interviews Art Snarzyk III, President...
Unifying & Cross-Selling for Success: How to Develop and Scale an Ensemble Practice
The Rainmaker Multiplier On-Demand Podcast Unifying & Cross-Selling for Success: How to Develop and Scale an Ensemble Practice https://www.youtube.com/watch?v=F3MProEfS4w In This Episode Discover how implementing a unified advisor strategy and effective cross-selling techniques can significantly boost your financial advisory practice's success. Join host Kalem Mackey as he sits down with Rob LaCivita, Chief Operating Officer...
Simplify Your Financial Planning Process with The Bucket Plan®: Step 2, Design
The Bucket Plan® On-Demand Podcast Simplify Your Financial Planning Process with The Bucket Plan®: Step 2, Design https://www.youtube.com/watch?v=DeYOKBUx-3c In This Episode About the episode:Join our hosts Jason L Smith, Dave Alison, and guest Bryan Bibbo, AIF, NSSA, BPC, President and CFO of JL Smith Holistic Wealth Management, as they continue their discussion on The Bucket...
Demystifying Medicare Planning: Your Gateway to Exceptional Service and Leads
The Bucket Plan® On-Demand Podcast Demystifying Medicare Planning: Your Gateway to Exceptional Service and Leads https://www.youtube.com/watch?v=ze8TfxRr_wU In This Episode About the episode:Discover the critical role of Medicare in financial planning and how to leverage it as a powerful lead generation tool for your practice.Join guest host Matt Seitz, Chief Marketing Officer at C2P, and special...
Coloring Inside the Lines: Compliant Content Creation Best Practices for Financial Advisors
The Rainmaker Multiplier On-Demand Podcast Coloring Inside the Lines: Compliant Content Creation Best Practices for Financial Advisors https://www.youtube.com/watch?v=_yLt23Mtqp8 In This Episode 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 Captial Advisors, Matt Seitz, engages with Dustin Anaas, Compliance...
Building a Thriving Practice Through Mentorship & Thought Leadership Part 2
The Rainmaker Multiplier On-Demand Podcast Building a Thriving Practice Through Mentorship & Thought Leadership│Part 2 https://youtu.be/g9FOOsXr0rY In This Episode So, you know you want to start mentoring to grow your firm. How can you set yourself and your future mentee up for success? In this insightful follow-up episode, host Matt Seitz, Chief Marketing Officer at...
Debunking Social Security Myths: How to Help Clients Maximize Their Benefits Part 2
The Bucket Plan® On-Demand Podcast Debunking Social Security Myths: How to Help Clients Maximize Their Benefits│ Part 2 https://www.youtube.com/watch?v=BUN-Si_MrlI In This Episode About the episode:Dive deeper into the complexities of Social Security planning with part two of this enlightening episode. Ash Ahluwalia, CFP®, MBA, NSSA®, CSSCS, head of Security Planning at OneTeam Financial, continues to...
Lead Generation Through Video Creation: Top YouTube & Facebook Marketing Tips for Financial Advisors
The Rainmaker Multiplier On-Demand Podcast Lead Generation Through Video Creation: Top YouTube & Facebook Marketing Tips for Financial Advisors https://www.youtube.com/watch?v=Gx1z2mP9_p4 In This Episode Discover how leveraging YouTube and Facebook can transform your marketing efforts and help you connect with your target audience more effectively. Join host Matt Seitz, Chief Marketing Officer at C2P as he...
Debunking Social Security Myths: How To Help Clients Maximize Their Benefits Part 1
The Bucket Plan® On-Demand Podcast Debunking Social Security Myths: How to Help Clients Maximize Their Benefits│Part 1 https://www.youtube.com/watch?v=qOUBk1dEdHA In This Episode About the episode:Social Security is an incredibly important part of your client’s retirement planning, but it’s also incredibly misunderstood by advisors and clients alike. Uncover the hidden potential of Social Security planning as a...
Mastering Investor Psychology: Strategies for Financial Advisors to Keep Clients Invested
The Bucket Plan® On-Demand Podcast Mastering Investor Psychology: Strategies for Financial Advisors to Keep Clients Invested https://www.youtube.com/watch?v=Ngk-Q9EMW3k In This Episode You already know the effect emotions can have on your client’s investment preferences, but what about the effect it has on their portfolio performance?Join host Dave Alison and special guest Mark Peterson, Director of Market...
Mastering Investor Psychology: Strategies for Financial Advisors to Keep Clients Invested
The Bucket Plan® On-Demand Podcast Mastering Investor Psychology: Strategies for Financial Advisors to Keep Clients Invested https://www.youtube.com/watch?v=Ngk-Q9EMW3k In This Episode You already know the effect emotions can have on your client’s investment preferences, but what about the effect it has on their portfolio performance?Join host Dave Alison and special guest Mark Peterson, Director of Market...
Building An Authentic, Successful Brand: Lessons from An Advisor And Author
The Rainmaker Multiplier On-Demand Podcast Building An Authentic, Successful Brand: Lessons from An Advisor And Author https://www.youtube.com/watch?v=VTU4mnfyvYk In This Episode More prospects are doing their research before seeking advice from a financial advisor. Establishing yourself as a thought leader can make all the difference in who they trust and choose when they need financial guidance....
Life Insurance: How to leverage this Bucket Plan® Essential for Enhanced Client Protection
The Bucket Plan® On-Demand Podcast Life Insurance: How to leverage this Bucket Plan® Essential for Enhanced Client Protection https://www.youtube.com/watch?v=-0KhL6J4h5M In This Episode About the episode:Do you consider yourself a holistic advisor or are trying to become one? Discover how you can fully leverage life insurance in your holistic financial planning approach and better serve your...
AI for Financial Advisors: How to leverage AI as a strategic thought partner
The Rainmaker Multiplier On-Demand Podcast AI for Financial Advisors: How to Leverage AI as a Strategic Thought Partner https://www.youtube.com/watch?v=dKE0RKr7a-o In This Episode Your ability to think strategically is the difference between growing your business and going out of business. Discover how artificial intelligence (AI) can transform your financial advisory practice, by giving you the time...
Don’t Waste Your Money: How to Efficiently Follow Up on Leads as a Financial Advisor
The Rainmaker Multiplier On-Demand Podcast Don't Waste Your Money: How to Efficiently Follow Up on Leads as a Financial Advisor https://www.youtube.com/watch?v=d5i7hoqGJ04 In This Episode Are you struggling to convert leads into clients for your financial advisory firm? Discover how to make the most of your marketing dollars by implementing effective lead nurturing strategies. Join Kalem...
Recruiting the Next Generation: Creating Effective Financial Advisor Internship
The Rainmaker Multiplier On-Demand Podcast Recruiting the Next Generation: Creating Effective Financial Advisor Internship https://www.youtube.com/watch?v=72xazhflTHs In This Episode Are you struggling to find and develop new talent for your financial advisory firm? Discover how implementing an internship program can be a game-changer for your business. Join Kalem Mackey, Executive Vice President at C2P, as he...
Chat GPT for Financial Advisors, Part 2: Save Time and Generate Marketing Content with AI
The Rainmaker Multiplier On-Demand Podcast Chat GPT for Financial Advisors, Part 2: Save Time and Generate Marketing Content with AI https://www.youtube.com/watch?v=SeRpb_l-U1I In This Episode Dive back into the world of AI-powered marketing for financial advisors with this enlightening follow-up to our popular Chat GPT podcast.In part two of this conversation, host Matt Seitz, Chief Marketing...
Legacy Planning Beyond Dollars: How Advisors Can Strengthen Client Relationships and Grow Their Practice
The Bucket Plan® On-Demand Podcast Legacy Planning Beyond Dollars: How Advisors Can Strengthen Client Relationships and Grow Their Practice https://www.youtube.com/watch?v=zcMn85okn3g In This Episode About the episode:Discover how to help future-proof your clients' legacies and enhance your practice with comprehensive legacy planning services within a holistic wealth management approach. In this insightful episode, host Dave Alison...
