Rainmaker Multiplier On-Demand

C2P
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Developed by Jason L Smith, this podcast takes you through strategies for multiplying your revenue, net profit, lines of business, capabilities, efficiencies, most valuable relationships, and top producers — your rainmakers. Join our rotating host lineup for exclusive insights on everything from structuring your practice, marketing best practices, compensation frameworks, and how to navigate the modern world of compliance.

  1. HÁ 4 DIAS

    Building Advisory Platforms Beyond AUM: The Michael Kitces Story

    We've all encountered moments in our careers where we question whether we're maximizing our impact. Discover how one of the industry's most recognized thought leaders transformed from cold-calling struggles into building platforms that serve over 2,100 advisors. Join host Jason L Smith as he sits down with Michael Kitces, CFP®, founder of Kitces.com, Head of Planning Strategy at Focus Partners Wealth and the driving force behind XY Planning Network and AdvicePay. Learn strategies for building subscription-based planning models, implementing scalable business systems, and multiplying your influence impact beyond traditional client service. Platform referenced: XY Planning NetworkSoftware referenced: AdvicePayContent platform: Kitces.comPodcast referenced: Financial Advisor Success podcastStatistics: Over 20,000 advisors subscribe to Kitces.com member content for continuing educationXY Planning Network has grown to 2,100 advisors since its 2014 launch

    40min

  2. 3 DE SET.

    OB3 Strategies: Leveraging Tax Reform to Scale Your Advisory Practice

    The One Big Beautiful Bill (OB3) represents the largest tax reform opportunity advisors have seen since the 2017 Tax Cuts and Jobs Act. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and Prosperity Capital Advisors, as he interviews Glen Pier, Certified Financial Fiduciary®, BPC, founder of Infinity Wealth Management and C2P founding member, who has doubled his workshop attendance since OB3 passed. Discover how Glen is leveraging these tax changes to re-engage prospects, expand his client base, and position his practice for unprecedented growth, and how you can do the same. From practical marketing tactics to client communication strategies, this episode reveals how top advisors are capitalizing on OB3 to differentiate themselves and capture significant new assets under management.  Resources: Training referenced: The Tax Management Journey®

    25min

  3. 27 DE AGO.

    How Advisory Firms Build Team-First Compensation Models That Motivate

    Building the right compensation strategy is one of the most critical investments advisory firms make—after all, people are often your largest expense and greatest asset. Discover how to create compensation models that not only attract top talent but inspire firm-wide growth and long-term commitment. Join guest host Kirsten Schlumbohm as she sits down with Kelli Knudsen, EA, Controller and Head of People and Culture at JL Smith Holistic Wealth Management, to explore their innovative "base plus incentive plus stake in the outcome”— part of the comprehensive approach developed through C2P's Teamwork Movement Practice Management program. Kelli shares practical insights from over a decade of experience implementing and refining these compensation strategies that balance financial stability with performance motivation. Learn how to design compensation plans that get everyone from receptionists to senior advisors invested in your firm's success.  Resources: Program referenced: The Teamwork Movement Practice Management Program Training referenced: The Teamwork Movement Live Training

    29min

  4. 13 DE AGO.

    Website Design & SEO Essentials for Financial Advisors

    Your website is often the first thing prospects see in their search for a financial advisor. You have to make your first impression count if you want to convert that visitor into a client. Discover the essential elements that make financial advisor websites both visually appealing and functionally effective. Join host Cary Chaitoff, VP of Marketing at C2P, as he interviews Missy Shermer, Senior Digital Account Manager, and Owen Brodhead, Digital Marketing Manager, to explore practical strategies for creating websites that convert visitors into qualified prospects. Learn how to optimize your current or future website for both user experience and search engines while navigating compliance requirements in the financial services industry.  Resources: Website platform for financial advisors referenced: FMG SuiteWebsite analytics tool referenced: Google AnalyticsDesign tool referenced: CanvaStatistics: 62.54% of global website traffic comes from mobile devices

    28min

  5. 30 DE JUL.

    Leveraging AI to Lead and Scale: Strategic Applications for Advisors Pt 2

    Are you ready to unlock AI's true strategic potential? Most advisors are stuck using AI for basic tasks, but the real transformation happens when you leverage it as a strategic thought partner. In this follow-up conversation, discover how to overcome compliance roadblocks, build sophisticated AI workflows, and use advanced prompting techniques that can compress months of strategic work into hours. Join host Dave Alison and Matt Seitz as they continue their conversation with Geoff Woods, founder of AI Leadership and author of The AI Driven Leader, exploring real-world applications that go far beyond content creation. From conducting AI-facilitated leadership meetings to building custom enterprise solutions, learn how successful advisors are using artificial intelligence to drive exponential business growth and operational excellence. Resources: Previous episode: Leveraging AI to Lead and Scale: Strategic Applications for Advisors Pt 1Book referenced: The AI Driven Leader by Geoff WoodsAI Leadership: Geoff Woods’ company website

    21min

  6. 23 DE JUL.

    Leveraging AI to Lead and Scale: Strategic Applications for Advisors Pt 1

    If you’re still using AI for basic tasks like writing emails or taking notes, you’re missing the real opportunity. You could be using AI to help you redesign your entire business model, identify blind spots in your leadership, generate alternative growth strategies in minutes, and more. Join host Dave Alison and Matt Seitz, as they welcome back Geoff Woods, founder of AI Leadership and author of The AI Driven Leader, for an advanced look at strategic AI applications that can transform your practice. Discover how to move beyond the "80% tasks that drive 20% of value" and start leveraging AI for the high-impact work that actually scales your business. From building your own "AI Board of Directors" to using the CRIT framework for prompting, this episode reveals practical approaches successful advisors are using to gain competitive advantage through artificial intelligence. Resources: Geoff Woods website referenced: AI LeadershipBook referenced: The AI Driver Leader: Harnessing AI to Make Faster, Smarter Decisions.Geoff Woods previous episode: AI for Financial Advisors: How to Leverage AI as a Strategic Thought Partner

    26min

  7. 3 DE JUL.

    Stop Competing, Start Differentiating: Marketing for Financial Advisors

    Standing out in today's saturated financial services market requires more than just being better—it demands being authentically different. Join host Matt Seitz, Chief Marketing Officer at C2P, alongside Cary Chaitoff, Vice President of Marketing, and Chelsea Konst, Marketing Director, as they as they share their biggest takeaways from attending Snappy Kraken’s marketing conference, Jolt! Discover how shifting from reactive to proactive marketing strategies, defining your unique niche, and leveraging digital channels can transform your practice's growth trajectory. From crafting compelling homepage messaging to building meaningful client relationships through personalized data, they’ll reveal how to break through the noise and connect with your ideal prospects. Resources: Conference referenced: Jolt Conference by Snappy KrakenFramework referenced: StoryBrandStatistics: 68% of investors under 60 say they made their advisor choice via digital channels (as 50% of investors say social media plays a vital role in who they choose as an70% of all advisors lose the next generation of clients

    35min

  8. 26 DE JUN.

    How to Build and Scale a Mission-Driven Advisory Practice

    What does it really take to scale your organization without compromising your mission? Join host Kirsten Schlumbohm, Vice President, Head of Annuity Sales at C2P, as she sits down with Kellan Brown, COO and Chief Development Officer of 100 Women in Finance, who's built a 36,000-member network spanning 33 countries with just 17 staff members and 600+ volunteers. Listen as Kellan shares the unfiltered truth about balancing revenue generation with purpose-driven goals. Learn her approach to investing in top performers, how she tailors her message for different global markets, and why saying "no" can be your best growth strategy. Get practical frameworks for team engagement, authentic relationship building, and creating systems that scale without losing personal touch. Resources: Organizations referenced: 100 Women in Finance, YPO (Young Presidents' Organization)

    22min
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Sobre

Developed by Jason L Smith, this podcast takes you through strategies for multiplying your revenue, net profit, lines of business, capabilities, efficiencies, most valuable relationships, and top producers — your rainmakers. Join our rotating host lineup for exclusive insights on everything from structuring your practice, marketing best practices, compensation frameworks, and how to navigate the modern world of compliance.

Informações

  • Criado por
    C2P
  • Anos de atividade
    2019 - 2025
  • Episódios
    100
  • Classificação
    Livre
  • Copyright
    © Copyright 2025 Rainmaker Multiplier On-Demand
  • Site do podcast
    Rainmaker Multiplier On-Demand

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