Advisor Resources
Coffee Break with C2P: How to Provide 5-Star Client Service
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,...
Coffee Break with C2P: How High-Performing Advisors Leverage The Bucket Plan® Book
The Bucket Plan® On-Demand Podcast Coffee Break with C2P: How High-Performing Advisors Leverage The Bucket Plan® Book https://www.youtube.com/watch?v=qrVCxLzASeE In This Episode About the episode:Can a best-selling book really create versatile opportunities for financial advisors to streamline client communication and improve marketing tactics? Host Jason L Smith, CEP®, BPC, author of "The Bucket Plan: Protecting and...
Coffee Break with C2P: Optimizing Your Financial Advisor Ads on Social Media
The Rainmaker Multiplier On-Demand Podcast Coffee Break with C2P: Optimizing Your Financial Advisor Ads on Social Media https://www.youtube.com/watch?v=pG8SeWF_FQk In This Episode About the episode:Whether you’d like to begin running paid social ads or could use guidance on your current social media efforts, our C2P subject-matter specialists are here to share their best practices and tips...
Sustainable Practice Success, Part 2: Organic Business Development
The Rainmaker Multiplier On-Demand Podcast Sustainable Practice Success, Part 2: Organic Business Development https://youtu.be/b5-RTdLPcug?si=iR02eGWPYLhn7Fyv In This Episode About the episode: Join trailblazing figures in the financial services industry, including Jason L Smith, CEP, BPC, and the Founder/CEO of C2P and JL Smith, and Philip Palaveev, CEO of The Ensemble Practice and G2 Leadership Institute, to...
Sustainable Practice Success, Part 1: Career Path & Compensation Models
The Rainmaker Multiplier On-Demand Podcast Sustainable Practice Success, Part 1: Career Path & Compensation Models https://youtu.be/xAF-oJrSn_g?si=R2DuO9l0d-iL9xmy In This Episode About the episode: Join industry leaders Jason L Smith, CEP, BPC, Founder, and CEO of C2P and JL Smith, along with special guest Philip Palaveev, the founder and CEO of The Ensemble Practice, as they delve...
Coffee Break with C2P: Navigating Long-Term Care Insurance Conversations & Solutions
The Bucket Plan® On-Demand Podcast Coffee Break with C2P: Navigating Long-Term Care Insurance Conversations & Solutions In This Episode About the episode:In honor of November, Long-Term Care Awareness Month, host Kalem Mackey, CFP®, BPC, Executive VP of Insurance Distribution at C2P, and special guests, Ali Swofford PhD, CLU, ChFC, President of Prosperity Partners Wealth Management,...
