Rainmaker Multiplier On-Demand C2P

You survived tax season, now what? Hear distinguished advisors reflect on the challenges and goals of the past quarter and how they stay on track to meet them. C2P Hosts, Matt Seitz, Chief Marketing Officer, and Carl Smith, founding partner and advisor ambassador, are joined by guests, Christian Cordoba, CFF, founder of California Retirement Advisors, and Charlie Ehrenfried, CFP®, CLU, ChFC, RICP, CASL, Owner and Wealth Manager of Retirement Matters. They stress the significance of setting clear, achievable goals, the benefits of understanding and tracking business numbers, and the value of team alignment on company objectives. Tune in to learn from accomplished advisors how you can keep your business momentum going strong throughout the year.Resources:* The Gap and The Gain: The High Achievers' Guide to Happiness, Confidence, and Success Book* No Brown Days (https://nobrowndays.com/) Color Coded Time Calendars System* Teamwork Movement Live Training (https://events.clarity2prosperity.com/twm-may24) * Airtable (https://www.airtable.com/) Database Sharing Platform* Catchlight: (https://catchlight.ai/) Prospecting & Marketing Growth for Advisors* Marketing Measurables for Financial Advisors: How Knowing Your Numbers Can Transform Your Outcomes (https://blubrry.com/rainmaker_multiplier/116535194/marketing-measurables-for-financial-advisors-how-knowing-your-numbers-can-transform-your-outcomes/) Episode of Rainmaker Multiplier On-Demand Podcast 

Are you looking to enhance your practice with innovative, tax-efficient solutions? Life insurance may be the answer! Join Kalem Mackey, CFP®, BPC, Executive Vice President at C2P, and special guest Stoyan Petev, CFA, CFP®, CLU, ChFc, Senior VP of Advanced Markets at C2P, as they discuss advanced life insurance concepts that will be taught in greater detail at The Tax Management Journey® training. Discover the significance of life insurance as an asset class, its impact on charitable planning, and strategies for estate tax planning. You’ll also learn about the benefits of life insurance in non-qualified deferred compensation plans and the importance of policy reviews. Tune in to expand your financial planning expertise with these advanced life insurance insights. Visit the US Debt Clock website for real time updates on the current debt status of the US.Resources:* The Tax Management Journey training®* US Debt Clock (https://www.usdebtclock.org/) for real time updates on the current debt status of the US

Advisors aren’t the only critical elements to a thriving practice. Successful advisory firms also use strategies and resources that help boost their teams’ operational efficiency. Join Jason L Smith, CEP, BPC, Founder and CEO of JL Smith Holistic Wealth Management and C2P, as he leads a conversation with his Chief Operating Officer, Rob LaCivita, along with Greg Dillon, CFA, CFP ®, CLTC®, NSSA®, Managing Partner and Head of Wealth Management and Retirement Income Planning at OneTeam Financial. Jason shares the necessary evolution of The Advisor Career Path & Compensation Training program, now known as The Teamwork Movement training, to teach advisors the tools and concepts used by accomplished firms to run their practice efficiently. Tune in to hear about the innovative training methods and processes that help create cohesive, high-performing team environments for scalable success.Resources* Outliers: The Story of Success book by Malcolm Gladwell (https://www.amazon.com/Outliers-Story-Success-Malcolm-Gladwell/dp/0316017930)* EOS Worldwide (https://www.eosworldwide.com/)* Clarity 2 Prosperity (https://c2penterprises.com/clarity-2-prosperity-education/)

Are you one of the 88% of advisors who don’t ask your clients for referrals, despite it making up 88% of your new business?* Learn how to enhance your referral process with insights from host Jason L Smith, CEP®, BPC, Founder, and CEO of C2P and JL Smith, and special guest, Bill Cates, CSP, CPAE, author, speaker, consultant, president of Referral Coach International and creator of The Unlimited Referrals Marketing System. Join us as the two discuss Bill’s renowned VIPS (Value, Importance, Permission, Suggest) method ™ for asking for referrals while exploring this framework’s continued relevance today. From innovative strategies that make introductions more effective to organizing special events to facilitate new connections, learn proven methods to start securing referrals with ease from “The Original Referral Coach.”Resources:* The VIPS Method framework by Bill Cates* Top Advisor Podcast with Bill Cates* The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients book* The Ultimate Referral System For Professionals: The Machine To Magnetically Attract All The Referrals You'll Ever Need So You'll Never Have To Cold Call Again!!!) book* Strategic Coach | Premier Business Coach For Entrepreneurs* https://www.investmentnews.com/industry-news/news/rias-need-to-get-past-their-fear-of-asking-for-referrals-237521

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. Identifying and collaborating with COIs such as CPAs and tax attorneys can play a critical role in expanding your business networks and attracting your ideal clients. Join host, Matt Seitz, Chief Marking Officer at C2P, and guests, Dave Buckwald, CEO and founder of OneTeam Financial, and Gary Pelfrey, Director of Business Development at JL Smith Holistic Wealth Management, as they discuss the nuances of establishing and nurturing COI relationships. Learn the importance of selecting your COIs carefully with targeted questioning, active listening, and determining what value you can offer one another to create a mutually beneficial relationship that lasts. Tune in for actionable strategies to refine or create your own COI process that fosters sustainable business growth.

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, for part two of their conversation on tips and tricks to engage and convert your seminar audience into loyal clients. Josh advises speakers to ask the right questions, adopt a speaker-ready mindset, and leverage personal and professional growth opportunities to refine their skills. He also shares powerful communication strategies including his five-step method to connect with audiences and spark impactful discussions at events. Don’t miss the final part of this insightful discussion packed with actionable presentation tactics and tricks to become a better presenter.Resources:* Financial Advisor Speaking Tips: Workshops, Webinars, & Beyond, Part 1* Your Event Elevated* Start with Why: How Great Leaders Inspire Everyone to Take Action book