Rainmaker Multiplier On-Demand
By C2P
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Category: Investing
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Episodes: 100
Description
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.
| Episode | Date |
|---|---|
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Cultivating Connections: Key Lead Generation Strategies For Financial Advisors
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May 14, 2024 |
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11-Star Customer Service: The Key to Building Lasting Client Connections
|
May 08, 2024 |
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Quarterly Reflections: Setting and Achieving Goals After Tax Season
|
Apr 23, 2024 |
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The Tax Management Journey® Preview: Advanced Life Insurance Strategies for Tax Efficiency
|
Apr 09, 2024 |
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The Teamwork Movement: Redefining Practice Management Beyond Career Paths
|
Mar 26, 2024 |
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From Introductions to Impact: How To Secure Referrals With Ease
|
Mar 19, 2024 |
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The Art of Influence: How to Build Reliable COI Networks
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Mar 11, 2024 |
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Financial Advisor Speaking Tips: Workshops, Webinars, & Beyond, Part 2
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Mar 06, 2024 |
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Financial Advisor Speaking Tips: Workshops, Webinars, & Beyond, Part 1
|
Feb 27, 2024 |
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Coffee Break with C2P: Hiring support staff to propel your success
|
Feb 26, 2024 |
|
Financial Workshop Hosting Tips to Win More Clients
|
Feb 20, 2024 |
|
How Financial Advisors Can Drive Traffic and Boost Conversions, Part 2
|
Feb 13, 2024 |
|
How to Generate Leads and Boost Credibility With a Podcast
|
Feb 06, 2024 |
|
Clients for Life: The Impact of Tax Planning Management
|
Jan 29, 2024 |
|
The Branding Blueprint: Essential Tips for Creating a Standout Brand
|
Jan 24, 2024 |
|
Coffee Break with C2P: How Financial Advisors Can Drive Traffic and Boost Conversions, Part 1
|
Jan 22, 2024 |
|
Navigating Financial Content Creation: Tips, Trends, & Compliance
|
Jan 16, 2024 |
|
Mapping your Goals for 2024
|
Jan 09, 2024 |
|
C2P's Top 3 Podcasts of 2023!
|
Dec 29, 2023 |
|
Coffee Break with C2P: How to Provide 5-Star Client Service
|
Dec 04, 2023 |
|
Coffee Break with C2P: Optimizing Your Financial Advisor Ads on Social Media
|
Nov 13, 2023 |
|
Sustainable Practice Success, Part 2: Organic Business Development
|
Nov 07, 2023 |
|
Sustainable Practice Success, Part 1: Career Path & Compensation Models
|
Oct 31, 2023 |
|
The Dos & Don’ts of Marketing for Financial Advisors: A Compliance Perspective
|
Oct 23, 2023 |
|
Coffee Break with C2P: Email Marketing Tips and Insights to Boost Engagement
|
Oct 16, 2023 |
|
The Medicare Specialist Advantage: A Value-Add for Your Clients and Firm
|
Oct 10, 2023 |
|
Coffee Break with C2P: Creative Ways To Show Client Appreciation
|
Oct 06, 2023 |
|
Coffee Break with C2P: Strategies & Tools to Identify Your Future Rainmaker
|
Sep 18, 2023 |
|
The Power of the Virtual Assistant: Leveraging Team and Tech to Help Your Business Thrive
|
Sep 13, 2023 |
|
Coffee Break with C2P: Life Insurance Awareness Month: helping clients understand it’s true value
|
Sep 11, 2023 |
|
Coffee Break with C2P: Uncover Gold with a Process to Turn Prospects into Clients
|
Sep 01, 2023 |
|
Chat GPT for Financial Advisors, Part 2: Save Time and Generate Marketing Content with AI
|
Aug 30, 2023 |
|
Marketing Measurables for Financial Advisors: How Knowing Your Numbers Can Transform Your Outcomes
|
Aug 21, 2023 |
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Chat GPT for Financial Advisors, Part 1: How to Create and Streamline Social Media & Ads
|
Aug 15, 2023 |
|
Strategies of Top-Performing Financial Advisors
|
Aug 02, 2023 |
|
Coffee Break with C2P: Telling Your Story: Messaging Best Practices for Financial Advisors
|
Jul 24, 2023 |
|
Coffee Break with C2P: Increase Your Firm’s Efficiency with Financial Plan Design Training
|
Jul 17, 2023 |
|
What Marketing Strategies Really Work for Financial Advisors?
|
Jul 12, 2023 |
|
Let Go & Lead: Empowering Your Team
|
Jul 05, 2023 |
|
Enhancing Your Client Experience — C2P Updates & Innovations
|
Jun 23, 2023 |
|
Coffee Break with C2P: Financial Advisor Marketing Tips for Slower Summer Months
|
Jun 22, 2023 |
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Coffee Break with C2P: What Do Clients Want from a Financial Advisor?
|
Jun 16, 2023 |
|
Coffee Break with C2P: How to Motivate Clients to Move All their Money to You
|
Jun 01, 2023 |
|
Using Video in Email
|
May 23, 2023 |
|
Coffee Break with C2P: Understanding Behavioral Finance
|
May 12, 2023 |
|
Coffee Break with C2P: A Superhero Sneak Peek of our Mastermind Collegium
|
May 02, 2023 |
|
Coffee Break with C2P: Succession Planning
|
Apr 19, 2023 |
|
Coffee Break with C2P: A Look Back at the First Quarter
|
Apr 12, 2023 |
|
Coffee Break with C2P: Filling the Soon Bucket in The Bucket Plan®
|
Mar 24, 2023 |
|
Coffee Break with C2P: The Advisor Career Path
|
Mar 21, 2023 |
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Coffee Break with C2P: Peeling Back the Layers to Better Serve Clients
|
Mar 13, 2023 |
|
Coffee Break with C2P: Finding the Right Operational Structure to Scale Your Business
|
Mar 07, 2023 |
|
Mastermind Panel: Million Dollar Round Table® Takeaways
|
Mar 02, 2023 |
|
Questions that Convert with Phil Jones
|
Feb 28, 2023 |
|
Coffee Break with C2P: Integrating the Bucket Plan®
|
Feb 24, 2023 |
|
Mastermind Panel: Positioning Tax Management as Your Differentiator
|
Feb 23, 2023 |
|
Coffee Break with C2P: Structuring Client Meetings to Create More Opportunities
|
Feb 17, 2023 |
|
Coffee Break with C2P: How a Sales Process Can Create Valuable Collaboration
|
Feb 09, 2023 |
|
Mastermind Roundtables: Living While You're Alive: Aligning Professional and Personal Goals
|
Feb 07, 2023 |
|
Coffee Break with C2P: Career Path & Professional Development
|
Feb 02, 2023 |
|
Coffee Break with C2P: Reliability of Promise-Based Income
|
Jan 27, 2023 |
|
Coffee Break with C2P: Setting Your Ideal Calendar
|
Jan 19, 2023 |
|
Coffee Break with C2P: A Woman's Clarity
|
Jan 12, 2023 |
|
Coffee Break with C2P: Mapping Your Goals for 2023
|
Jan 10, 2023 |
|
Front Row Dads with Jon Vroman
|
Dec 21, 2022 |
|
Coffee Break with C2P: Holiday Gifting
|
Dec 01, 2022 |
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Coffee Break with C2P: Never Hire the Wrong Person
|
Nov 22, 2022 |
|
Coffee Break with C2P: How to Be More Intentional with Cross-Selling
|
Nov 15, 2022 |
|
A Very Venti Coffee Break with C2P: How to Close Out the Year Strong with Annuity Sales
|
Nov 08, 2022 |
|
Coffee Break with C2P: New SEC Marketing Rules: What You Need to Know
|
Nov 01, 2022 |
|
$100 Million Club - Training Your Team
|
Oct 26, 2022 |
|
Coffee Break with C2P: Effective Strategies for Incorporating Life Insurance into Your Clients' Financial Plans
|
Oct 20, 2022 |
|
Coffee Break with C2P: Creating Your Ideal Week & Managing Your Time More Effectively
|
Oct 18, 2022 |
|
Coffee Break with C2P: Advisor Career Path & Succession Planning
|
Oct 11, 2022 |
|
Coffee Break with C2P: Seminar Techniques to Close More Business
|
Oct 04, 2022 |
|
Coffee Break with C2P: Say Hello to More Clients
|
Sep 27, 2022 |
|
Coffee Break with C2P: Perfecting Your Annual Client Review Process
|
Sep 20, 2022 |
|
Coffee Break with C2P: Running In-Force Illustrations on Life Insurance
|
Sep 13, 2022 |
|
Marketing Automation
|
Aug 31, 2022 |
|
Coffee Break with C2P: Tax Prep vs. Tax Management vs. Tax Planning
|
Aug 29, 2022 |
|
Coffee Break with C2P: Getting Referrals
|
Aug 23, 2022 |
|
Coffee Break with C2P: How Prospects Can Find Your Practice Faster
|
Aug 16, 2022 |
|
Coffee Break with C2P: Selling Life Insurance to Women
|
Aug 02, 2022 |
|
Coffee Break with C2P: Take Advantage of the Heat in the Market
|
Jul 29, 2022 |
|
Coffee Break with C2P: Centers of Influence
|
Jul 20, 2022 |
|
Coffee Break with C2P: Practice Management - Advisor Career Path, Responsibility Agreements & Succession Planning
|
Jul 12, 2022 |
|
Coffee Break with C2P: Converting No-shows to Newbies and How to Nurture Your Event Leads
|
Jul 12, 2022 |
|
Coffee Break with C2P: Simplifying Social Media
|
Jun 28, 2022 |
|
Coffee Break with C2P: Charging Fees
|
May 24, 2022 |
|
Coffee Break with C2P: The Value of Bucket Planning & the Tough Conversations
|
May 09, 2022 |
|
Coffee Break with C2P: Growing your Business by Bringing on Advisors & Employees
|
May 02, 2022 |
|
Coffee Break with C2P: The Mastermind Collegium
|
Apr 19, 2022 |
|
Coffee Break with C2P: The Best Planning Software
|
Apr 11, 2022 |
|
Coffee Break with C2P: From "Hello" to Closing Business
|
Apr 04, 2022 |
|
Coffee Break with C2P: Tax Client Conversions
|
Mar 28, 2022 |
|
Coffee Break with C2P: Accumulation & Annuities
|
Mar 21, 2022 |
|
Coffee Break with C2P: Advisor Compensation and Its Relation to the Advisor Career Path
|
Mar 14, 2022 |
|
Coffee Break with C2P: Celebrating International Women's Day
|
Mar 08, 2022 |
|
Coffee Break with C2P: Using Tax Returns to Win Financial Clients
|
Feb 22, 2022 |
|
Coffee Break with C2P: How to Find the Right People
|
Feb 14, 2022 |