Advisor Resources

The Rainmaker Multiplier On-Demand Podcast The Tax Management Journey® Preview: Advanced Life Insurance Strategies for Tax Efficiency https://www.youtube.com/watch?v=SjvyTk5Ljbg In This Episode Life insurance has many benefits and applications, but do you know these advanced strategies, like how to structure a policy to act as an asset class?Join Kalem Mackey, CFP®, BPC, Executive Vice President at...

The Bucket Plan® On-Demand Podcast Educate to Accumulate: Empowering Young Investors https://www.youtube.com/watch?v=8D7bNqscXTs In This Episode About the episode:If you're used to advising those closer to retirement, you’re probably wondering how you can adapt financial planning strategies like The Bucket Plan® to younger clients as well.  Join Dave Alison, CFP®, EA, BPC, President and Founding Partner...

The Bucket Plan® On-Demand Podcast Back to Bucket Plan Basics: Episode 2 In This Episode About the episode:Discover how to design personalized, comprehensive financial plans for your clients using The Bucket Plan® process with insights from Jason L Smith, CEP®, BPC, Founder and CEO of C2P and JL Smith Holistic Wealth Management, and Dave Alison,...

The Rainmaker Multiplier On-Demand Podcast The Teamwork Movement: Redefining Practice Management Beyond Career Paths https://www.youtube.com/watch?v=l7bg-y5_c-I In This Episode If you’re wondering what tools or structures you can use in your financial advisory firm to run your practice more efficiently, you’ve come to the right place! Join Jason L Smith, CEP, BPC, Founder and CEO of...

The Rainmaker Multiplier On-Demand Podcast From Introductions to Impact: How To Secure Referrals With Ease https://www.youtube.com/watch?v=wqrukbypnvo In This Episode With as much as 88% of new business coming from referrals*, it’s more important than ever for financial advisors to enhance their client acquisition and retention efforts for sustainable growth.Join host Jason L Smith, CEP®, BPC,...

The Bucket Plan® On-Demand Podcast Advanced Tax-Efficient Planning for High-Net-Worth Clients https://www.youtube.com/watch?v=tFLWZBKNscA In This Episode About the episode:Looking for advanced financial planning techniques to serve your high-net-worth clients? Join host Jason L Smith, CEP®, BPC, Founder and CEO of C2P and JL Smith Holistic Wealth Management, as he welcomes and discusses impactful strategies with two...

The Rainmaker Multiplier On-Demand Podcast The Art of Influence: How to Build Reliable COI Networks https://www.youtube.com/watch?v=VmgDbLNJ4CI In This Episode 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. Join host, Matt Seitz, Chief Marketing Officer at C2P,...

The Rainmaker Multiplier On-Demand Podcast Financial Advisor Speaking Tips: Workshops, Webinars, & Beyond, Part 2 https://www.youtube.com/watch?v=e4CWCu5drtk In This Episode 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,...

The Rainmaker Multiplier On-Demand Podcast Financial Advisor Speaking Tips: Workshops, Webinars, & Beyond, Part 1 https://www.youtube.com/watch?v=ozbA7c69Dww In This Episode Are you comfortable meeting with clients and prospects but lack confidence when hosting in-person or online events? Join host Matt Seitz, Chief Marketing Officer at C2P, and guest Josh Friberg, founder of Your Event Elevated, to...

The Rainmaker Multiplier On-Demand Podcast Coffee Break with C2P: Hiring support staff to propel your success https://www.youtube.com/watch?v=dMmydC9tr_w In This Episode Looking to improve your operational efficiency? Nurture future advisors? In this 100th episode of our Coffee Break with C2P series, we delve into the crucial task of building a support team that not only meets...

The Rainmaker Multiplier On-Demand Podcast Financial Workshop Hosting Tips to Win More Clients https://www.youtube.com/watch?v=1E6fQ37XTv0 In This Episode Are you a financial advisor looking to expand your client base and enhance your service offerings through educational workshops? Join Dave Alison, CFP®, EA, BPC, President and Partner at C2P, and Bryan Bibbo, AIF, NSSA, BPC, Lead Advisor...

The Rainmaker Multiplier On-Demand Podcast How Financial Advisors Can Drive Traffic and Boost Conversions, Part 2 In This Episode If you’re wondering how you can leverage the latest in digital marketing to drive your financial practice forward, you have to understand how and when your customers interact with your brand. In this second part of...

The Rainmaker Multiplier On-Demand Podcast How to Generate Leads and Boost Credibility With a Podcast https://www.youtube.com/watch?v=8C1lFhVLi8E In This Episode About the episode:Almost half of the people in the U.S. enjoy listening to podcasts, and about 75% of them listen because they want to learn new things*. Podcasting provides a unique opportunity for financial advisors to...

The Bucket Plan® On-Demand Podcast Impactful Life Insurance Strategies for Financial Advisors https://www.youtube.com/watch?v=GZOYOKYVBag In This Episode About the episode:Life insurance can help protect clients and their families in more ways than you might think.  In honor of “Insure Your Love” month, we’re exploring how life insurance can play a pivotal role in securing your clients'...

The Rainmaker Multiplier On-Demand Podcast Clients for Life: The Impact of Tax Planning Management https://www.youtube.com/watch?v=skZNwPME7WU In This Episode About the episode: As one accomplished advisor describes, “if you have a tax plan [for your clients] and we are implementing that tax plan with them and for them through tax management — you've got a client...

The Rainmaker Multiplier On-Demand Podcast The Branding Blueprint: Essential Tips for Creating a Standout Brand https://www.youtube.com/watch?v=XXprbnT1YHE In This Episode About the episode:Before you can create a marketing strategy or content to promote your firm, you need to assess your brand messaging and ensure what you’re promoting is cohesive, compelling, credible, and consistent. Host Matt Seitz,...

The Rainmaker Multiplier On-Demand Podcast How Financial Advisors Can Drive Traffic and Boost Conversions, Part 1 https://www.youtube.com/watch?v=eQefOuHPr5A In This Episode Many financial advisors struggle to create content efficiently, let alone content that engages and resonates with every type of lead in their marketing funnel. In this Coffee Break with C2P, Kirsten Schlumbohm, Vice President of...

The Bucket Plan® On-Demand Podcast Back to Bucket Plan Basics: Episode 1 In This Episode About the episode:Learn a simplified approach to asset allocation that clients will actually understand. Host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P, discusses the revolutionary concept of bucket planning with special guest Jason L Smith, CEP®,...

The Rainmaker Multiplier On-Demand Podcast Navigating Financial Content Creation: Tips, Trends, & Compliance https://www.youtube.com/watch?v=ELpkw7s-QuI In This Episode About the episode: Ensuring compliance in financial communications is crucial, especially when developing marketing-related content.  In this "Coffee Break with C2P," host Kalem Mackey, CFP®, BPC, Executive VP of Insurance Distribution and Partner, and guests discuss the challenge...

The Rainmaker Multiplier On-Demand Podcast Mapping your Goals for 2024 https://www.youtube.com/watch?v=eqsDs5N290o In This Episode About the episode: Whether you're looking to hire a new paraplanner or supercharge your lead generation efforts, setting a goal for yourself or your firm makes you 43% more likely to achieve them.* Learn how to set realistic goals for your...

The Rainmaker Multiplier On-Demand Podcast C2P’s Top Podcasts of 2023! In This Episode About the Episode:With 2024 on the horizon, we are proud to present "C2P's Top Podcasts of 2023.” Here, we share with you excerpts of our three most popular episodes from our podcasts to round out the year as a celebration of 2023...

The Bucket Plan® On-Demand Podcast Mastermind Roundtables: The Bucket Plan® and Simplifying Asset Allocation for Clients In This Episode About the episode: Finances, especially retirement planning, can be confusing to the average person, so it’s important to break it down in a way clients can easily understand. In this episode, host Dave Alison, CFP®, EA, BPC,...

The Bucket Plan® On-Demand Podcast Client Communication Tips From Matt Abrahams https://youtu.be/HlT6XPiT7Cw?si=BJ7XIMAegOnJVXkR In This Episode About the episode:Financial planning can become quite complex, and many advisors are guilty of using a lot of jargon and industry language that doesn’t translate clearly to clients.Effective communication requires you to make connections with your clients and clearly convey...

The Rainmaker Multiplier On-Demand Podcast Coffee Break with C2P: How to Provide 5-Star Client Service https://www.youtube.com/watch?v=_L1cbkCrFYw In This Episode About the Episode: From hotels and restaurants to financial advisory firms, the key to creating a maintaining a successful business remains the same — providing exceptional or “5-star” client service.   Host Dave Alison, CFP®, EA,...