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The Bucket Plan® On-Demand Series
One Big Beautiful Bill: Tax Law Changes & Strategies for Advisors
The One Big Beautiful Bill (OBBB) represents the most significant tax planning opportunity since 2017, and advisors who understand it will have a major advantage. Join host Kalem Mackey, CFP®, BPC, Executive Vice President and Partner at C2P and Dave Alison, President and founding partner at Prosperity Capital Advisors and creator of The Tax Management Journey®, as they break down the key provisions of this transformative legislation. Discover why you need to act now on permanent tax bracket extensions, estate planning exemptions up to $15 million per person, expanded business deductions, and new opportunities to grow your practice. Res...
2025-07-16
31 min
Rainmaker Multiplier On-Demand
Know Your Numbers: Pipeline Tracking for Advisors
Transform your marketing-to-sales pipeline with proven tracking strategies that drive real results. Join host Matt Seitz, Chief Marketing Officer at C2P as he interviews Andrei Henson, Advisor Growth Specialist, and Desiree Sgro, Business Development Associate at C2P, to reveal the core metrics commonly monitored by successful financial advisors. Discover the critical difference between lead source and booking source tracking, learn how to identify and fix pipeline leaks, and explore the game-changing "qualified not interested" category that's helping advisors nurture prospects more effectively. From attribution modeling to emotional selling techniques, listen in to learn how to optimize your...
2025-06-12
30 min
The Bucket Plan® On-Demand Series
Reading Market Signals: Investment Strategy During Volatility
When markets turn volatile, clients often start calling with questions and seeking answers. How you handle these conversations often determines whether clients stay the course or make emotional decisions that can hurt their long-term outcomes. Join host Kalem Mackey, CFP®, BPC, Executive Vice President and Partner at C2P, as he sits down with Stoyan Petev, Senior Vice President of Advanced Markets at C2P, and Mark Peterson, Director of BlackRock's Market and Portfolio Insights team, for an honest conversation about what's really driving market turbulence and how to navigate it effectively. From reading market signals that others miss t...
2025-06-04
29 min
Rainmaker Multiplier On-Demand
Behind The Rainmaker Multiplier Book: The Self-Sustainable Success Story
Building a business that thrives with or without your presence is the ultimate test of sustainable success. In this final episode of our short series on The Rainmaker Multiplier book with Jason L Smith, we go behind the scenes of his journey building C2P and JL Smith Holistic Wealth Management. Discover how Jason's businesses not only survived but achieved record-breaking growth during his extended absences for medical leave. Learn the frameworks and organizational health principles that allowed both companies to achieve their most profitable quarters ever while he was recovering from surgery. Join host Matt Seitz, Chief Marketing...
2025-05-15
13 min
The Bucket Plan® On-Demand Series
Bulletproofing Your Bucket Plan to Withstand Market Volatility
The Bucket Plan® strategy — a time-segmented approach that organizes assets into Now, Soon, and Later buckets — can provide both financial security and psychological confidence for clients, especially when in a volatile market environment. Join guest host Kalem Mackey, CFP®, BPC, Executive VP at C2P, as he interviews Dave Alison, Founding Partner of C2P and CEO of Alison Wealth Management, to discover how to create "Bucket Plans of Steel" that withstand major market uncertainty. Whether you're already implementing The Bucket Plan® or new to this methodology, you’ll learn practical strategies for streamlining your planning process, improving client deliverab...
2025-05-14
29 min
Rainmaker Multiplier On-Demand
Behind The Rainmaker Multiplier Book: The Why
If something happened today, would your business sustain your family or your legacy without you? In this special episode, C2P's Chief Marketing Officer, Matt Seitz, sits down with C2P founder and CEO Jason L Smith to explore his book, The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business. Listen as he shares the personal wake-up call that inspired the book — his second open heart surgery—and the proven framework he's developed for creating a truly self-managing practice. Discover how to build a business that continues to thrive regardless of your presence while achieving what ever...
2025-04-17
19 min
Rainmaker Multiplier On-Demand
Supercharge Your Firm's Growth with Accountability Charts
Who handles lead generation? Who's responsible for client onboarding? Many advisors struggle with overlapping responsibilities and unclear ownership as their firms continue to grow. Join Matt Seitz, Chief Marketing Officer at C2P, as he talks with C2P founder Jason L Smith, about creating accountability charts — crystal-clear team structures that eliminate confusion and boost productivity. Jason shares his 30-year journey developing a system that prevents responsibilities from falling through the cracks and ensures everyone knows exactly what they own. Learn practical strategies for clearly defining team roles, creating a structure that grows with your practice, and implementing a pr...
2025-04-02
29 min
The Bucket Plan® On-Demand Series
Beyond The Bucket Plan®: Leveraging Life Insurance as an Asset Class
Discover the crucial role of life insurance in financial planning, especially for high net worth and ultra-high net worth individuals. In this episode, our guest host, Kirsten Schlumbohm, Vice President, Head of Annuity Sales at C2P, sits down with Stoyan Petev, CFA, CFP®, CLU, ChFc, Senior Vice President of Advanced Markets at C2P, and Walter C. Young III, national speaker and author. While Petev discusses life insurance as an asset class, estate equalization strategies, and premium financing, Young highlights the various living benefits and income sources life insurance can provide. The episode also covers the latest innovations i...
2025-02-26
28 min
Rainmaker Multiplier On-Demand
Mastering Email Marketing: Strategies to Connect, Nurture, and Convert
Discover why timing, patience, and personalization are the true keys to email marketing success in financial services. In this episode, host Matt Seitz, Chief Marketing Officer at C2P, and guests, Angel Gonzalez, CMO and co-founder of Snappy Kraken, Kendal Wilde, Relationship Manager at Snappy Kraken, and Cary Chaitoff, VP of Marketing at C2P, share their collective expertise on creating effective email campaigns that drive engagement and conversions. Learn why focusing on metrics like open rates might be steering you wrong, and how shifting to a long-term nurture mindset could transform your prospect conversion rates. From practical segmentation...
2025-02-20
29 min
Rainmaker Multiplier On-Demand
Maximizing Marketing ROI: How Financial Advisors Can Make the Most of Their Marketing Spend
When it comes to measuring your marketing return on your investment (ROI), ask yourself: is what you’re doing worth the time and money you’re spending on it? How do you know? In this episode, host Matt Seitz, Chief Marketing Officer at C2P, sits down with Cary Chaitoff, Vice President of Marketing at C2P, to break down the true meaning of ROI for financial advisors. They discuss how to measure marketing success beyond just ad spending, the importance of establishing internal processes before spending anything on new leads, and how different marketing tactics impact client acquisition. Whet...
2025-02-13
36 min
The Bucket Plan® On-Demand Series
Multi-Generational Succession Planning: Creating a Seamless Transition for Your Financial Advisory Business
As a financial advisor, planning for your clients' futures is second nature—but what about the future of your own business? Join guest host Kirsten Schlumbohm, Vice President, Head of Annuity Sales at C2P, as she welcomes father-daughter financial advisory duo Tim Bogart, CLU, CHFC, LIC, AIF®, and, Betsy Larson, WMCP®, BPC of Comprehensive Planning Strategies. Together, they discuss their real-world experience in multi-generational succession planning. They share the lessons learned, the steps taken to ensure continuity, and the benefits of integrating specialized services, like special needs planning, into a financial practice. Whether you’re considering a family succes...
2025-02-12
24 min
Rainmaker Multiplier On-Demand
AI Prompting 101: A Financial Advisor's Guide to Better Results
Looking to enhance the quality of your AI outcomes and your overall experience? It all comes down to how you write your prompts. Join host Jason L Smith and guest Dave Alison, FP®, EA, BPC, founder and CEO of Alison Wealth Management, as they reveal the components of good prompt engineering, with additional AI insights from Maddy Grimm, Content Writer and Strategist at C2P and C2P’s marketing agency. Listen as Dave and Maddy share real examples of how they're using these tools to write better client emails, create engaging website content, and explain complex strategies more cle...
2025-01-09
20 min
Rainmaker Multiplier On-Demand
Philanthropic Marketing for Financial Advisors: How to Showcase Your Community Impact Authentically
Looking for ways to showcase your firm's community impact with purpose and authenticity? Whether you're just starting your philanthropic journey or looking to better communicate your existing charitable work, listen in for actionable insights on integrating charitable work into your firm's brand without appearing self-serving. Hear from host Matt Seitz, Chief Marketing Officer at C2P, as he interviews Darrin McComas of Evergreen Wealth Advisors, Chelsea Konst, C2P's Content Marketing Manager, and Nikki Glynn, Director of Marketing at JL Smith. Discover how to. Learn proven strategies for integrating charitable activities into your firm's marketing plan, crafting compelling stories...
2024-11-21
27 min
Rainmaker Multiplier On-Demand
Navigating SEC Marketing Rules: A Financial Advisor's Guide to Compliance
Struggling to navigate the increasingly complex world of SEC marketing regulations? Join host Matt Seitz, Chief Marketing Officer at C2P and C2P compliance analysts, Dustin Anaas, and Kerry Darrington, in this special Halloween episode as they unmask the frightening realities of recent SEC marketing rule violations. From mid-sized RIAs facing $325,000 fines to self-reporting firms hit with penalties up to $50 million, discover how to protect your practice while maintaining effective client communications. Whether you're concerned about testimonials, off-channel communications, or third-party endorsements, this episode provides actionable strategies to help keep your marketing compliant.Resources:Texting...
2024-11-07
26 min
The Bucket Plan® On-Demand Series
Maximize Impact & Minimize Taxes: Boost Your Clients' Charitable Impact with Tax-Efficient Strategies
Are your clients charitably inclined? Discover effective strategies to help them give to the causes they care about in a tax-efficient way. Join guest host Kalem Mackey, CFP®, BPC,CJA Executive VP at C2P, and guests Jeff Warnkin, Senior Wealth Advisor at JL Smith Holistic Wealth Management, and Dave Alison, President and founder of C2P, as they discuss charitable giving strategies. Learn about Qualified Charitable Distributions (QCDs), Donor Advised Funds, and how to leverage these tools for tax planning. Explore multi-year planning strategies in light of potential tax law changes, optimal asset selection for donations, and the n...
2024-10-17
27 min
Rainmaker Multiplier On-Demand
Marketing For Financial Advisors: Insights From INBOUND Conference
Struggling to keep up with the latest marketing strategies? Join host Matt Seitz, Chief Marketing Officer at C2P, and guest Missy Shermer, Senior Digital Account Manager at C2P, as they unpack key takeaways from HubSpot's INBOUND Conference — a premier event for marketing, sales, and customer success professionals. This year, C2P sent a team to gather insights that could transform how financial advisors connect with clients and prospects. Listen in as they discuss the latest email marketing tactics, the power of "lo-fi" social media content, and the evolving landscape of SEO. Tune in to learn practical strategies to...
2024-10-16
37 min
Rainmaker Multiplier On-Demand
Unpacking the Impact of Management Styles on Team Performance and Development
Is your business growth beginning to plateau? The reason may lie in an unexpected place - your management style. Join host Matt Seitz, CMO at C2P, and guest Art Snarzyk III, President and Chief Turnover Terminator at Interview Advisors, as they discuss how your management style could be impacting your team's success and what to do about it. Listen in as they discuss diverse management styles, emotional intelligence, and personality assessments tailored for financial professionals. You’ll discover how aligning your management style with your firm's culture can create a more productive environment, driving client satisfaction and AUM gr...
2024-10-09
27 min
Rainmaker Multiplier On-Demand
Building a Thriving Practice Through Mentorship & Thought Leadership│Part 2
So, you know you want to start growing your firm with the right people. How can you set yourself up for success? In this follow-up episode, host Matt Seitz, Chief Marketing Officer at C2P, welcomes Art Snarzyk, President and Chief Turnover Terminator at Interview Advisors, to explore the behavioral dynamics of successful mentor-mentee relationships. Art shares insights on matching mentors and mentees, setting clear goals, and creating the proper culture within your firm. Discover how to leverage these connections to drive personal and professional growth. Whether you're a seasoned advisor looking to give back or a rising star...
2024-09-18
26 min
Rainmaker Multiplier On-Demand
Lead Generation with Video Creation: Top YouTube & Facebook Marketing Tips for Financial Advisors
Video marketing dominates the digital landscape, with 90% of businesses using it and 70% of non-users planning to adopt it in 2024*. Discover best practices and tips to help you create compelling content and effectively reach your target audience through video marketing. Join host Matt Seitz, Chief Marketing Officer at C2P, as he interviews Cary Chaitoff, VP of Marketing, and Ericca Rivera, Paid Advertising Specialist, from C2P. Learn strategies for creating compelling video content, implementing effective targeting, and maximizing lead generation. From YouTube best practices to Facebook video strategies, this episode covers essential tactics for financial advisors looking to thrive...
2024-09-12
27 min
The Bucket Plan® On-Demand Series
Life Insurance: How to leverage this Bucket Plan® Essential for Enhanced Client Protection
Are you fully leveraging life insurance in your holistic financial planning approach? Find out in this enlightening episode centered around Life Insurance Awareness Month. Join guest host Kirsten Schlumbohm, VP of Annuity Sales at C2P, and Stoyan Petev, SVP of Advanced Market Sales at C2P, as they explore strategies to educate your clients and enhance your advisory services. Learn how to seamlessly integrate life insurance into The Bucket Plan® process, overcome client objections, and use it as a versatile tool for various financial planning challenges. Discover recent product innovations, explore real-world case studies, and gain insights on t...
2024-08-29
25 min
Rainmaker Multiplier On-Demand
Don't Waste Your Money: How to Efficiently Follow Up on Leads as a Financial Advisor
Struggling to convert leads into clients for your financial advisory firm? Discover how implementing effective lead nurturing strategies can help you make the most of your marketing dollars and transform your business. Join Kalem Mackey, Executive Vice President at C2P, as he chats with Andrei Henson, Advisor Growth Specialist, and Desiree Sgro, Business Development Associate at C2P. Together they share strategies for creating impactful lead nurturing campaigns, structuring follow-up processes for mutual benefit, and fostering long-term client relationships. Tune in for practical advice on leveraging lead nurturing in your practice to develop a thriving client base that...
2024-08-22
28 min
Rainmaker Multiplier On-Demand
Training Up the Next Generation: Leveraging Learning Management Systems in Financial Advisory Firms
Do you lack the time and infrastructure to onboard new advisors at the rate your firm needs? Discover how to leverage Learning Management Systems (LMS) for efficient advisor onboarding and development. Join guest host Jennifer Mackert, Chief Operating Officer at C2P, Carl Smith, Ambassador and Mentor at C2P, with guests: James DeLucia of Quest Capital & Risk Management, and Jonathan Medina, of Delello Wealth Management, as they discuss C2P Central's LMS and its role in training new financial advisors. Learn about overcoming onboarding challenges, essential course topics, personalized learning paths, and the importance of mentorship. Gain insights...
2024-08-08
25 min
Rainmaker Multiplier On-Demand
Video Marketing Tips From Top Producers: How to Engage and Grow Your Client Base
Discover how video marketing can transform your financial advisory practice with host Cary Chaitoff, Vice President of Marketing at The Agency at C2P, and guests Dave Alison, CFP®, EA, BPC, founder and CEO of Alison Wealth Management, and Elizabeth “Betsy” Larson, WMCP®, BPC, financial consultant at Special Needs Advanced Planning. Listen in as these successful financial professionals share their strategies for leveraging video content to grow their businesses, educate clients, and establish thought leadership in their niches. Learn about equipment essentials, content creation tips, and how to effectively reach your target audience through video. Whether you're just starting with v...
2024-08-01
28 min
Rainmaker Multiplier On-Demand
Broker-Dealer Breakups: Alanah Phillips on Transitioning to RIA Models
As the numbers and ranks of advisors at broker dealers continues to decline while the number of RIAs grow,* maybe it’s time to consider if you’re in the right space to serve your clients and conduct your business. Join guest host, Kirsten Schlumbohm, Vice President, Head of Annuity Sales at C2P, as she speaks with recruiter, speaker, and self-proclaimed “broker-dealer breakup artist,” Alanah Phillips, MBA, as they discuss the growing trend towards RIA independence, why advisors are making this shift, and how to make the shift successfully. Together they explore the pros and cons of different business...
2024-07-17
36 min
Rainmaker Multiplier On-Demand
Coffee Break with C2P: Building a Thriving Practice Through Mentorship & Thought Leadership
Offering a key to your castle may be the key to growing your firm and securing your succession. Explore how mentorship is crucial for shaping successful advisory firms and developing future industry leaders. Host Matt Seitz, Chief Marketing Officer at C2P, leads the discussion with special guests Peter Lynch, CPA®, President, Retirement Tax Specialist, and Investment Advisor Representative, his mentee Corey Shevlin, BPC Investment Advisor Representative, both of Lynch Financial Group, and Carl Smith, founding partner and advisor ambassador of C2P. Join this experienced panel as they discuss the importance of and their success with, leveraging the k...
2024-07-15
28 min
Rainmaker Multiplier On-Demand
Mastering Lead Generation and Conversion In An Evolving Landscape, Part 2
One reason lead generation strategies appear to be down across the board in our industry is because the market is becoming saturated with the same messages. Learn how to break through the clutter of the crowded advisory space and stand out with part 2 of this marketing series. Join host Matt Seitz, Chief Marketing Officer at C2P, as he continues the discussion on lead generation strategies for financial advisors with Cary Chaitoff, Vice President of Marketing and head of the marketing agency at C2P. Together they discuss the current challenges of lead generation, emphasizing the importance of defining...
2024-07-03
35 min
The Bucket Plan® On-Demand Series
Life Insurance 101: Conveying Its Role in Holistic Financial Planning
Are you effectively integrating life insurance into your clients’ holistic plan? Learn how enhancing your understanding of life insurance and its many benefits can help you stand out from other ‘holistic’ advisors and better protect your clients' portfolios and families. Join host Kirsten Schlumbohm, Vice President, Head of Annuity Sales at C2P, as she explores the important role life insurance plays in holistic financial planning with industry veterans, Dave Buckwald, CEO and founder of OneTeam Financial, and Stoyan Petev, Senior VP of Advanced Markets at C2P. They delve into how life insurance provides stability amidst market fluctuations, offers...
2024-07-02
25 min
The Bucket Plan® On-Demand Series
Back to The Bucket Plan® Basics: Episode 3
Discover how the simplicity of The Bucket Plan® process gets even more effective once you know how to leverage the concepts and tools within the framework. Join Jason L Smith, Founder and CEO of C2P, and Dave Alison, President and Founding Partner of C2P, as they delve into how this approach simplifies implementation and elevates client outcomes. Listen in to hear how Jason was inspired to look at the process in a new way that helps financial advisors even more easily integrate it into their practice to help their clients.Resources:T...
2024-06-19
32 min
The Bucket Plan® On-Demand Series
Coffee Break with C2P: Building a Thriving Practice Through Mentorship & Thought Leadership
Offering a key to your castle may be the key to growing your firm and securing your succession. Explore how mentorship is crucial for shaping successful advisory firms and developing future industry leaders. Host Matt Seitz, Chief Marketing Officer at C2P, leads the discussion with special guests Peter Lynch, CPA®, President, Retirement Tax Specialist, and Investment Advisor Representative, his mentee Corey Shevlin, BPC Investment Advisor Representative, both of Lynch Financial Group, and Carl Smith, founding partner and advisor ambassador of C2P. Join this experienced panel as they discuss the importance of and their success with, leveraging the k...
2024-06-04
28 min
Rainmaker Multiplier On-Demand
Coffee Break with C2P: Debunking Annuity Myths to Overcome Client Objections
Despite providing a reliable stream of retirement income, few clients may purchase annuities due to common misconceptions. Help them make informed decisions regarding annuities with powerful insights from host, Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, and special guests, Stoyan Petev, CFA, CFP®, CLU, ChFc, Senior VP of Advanced Markets at C2P, Eric Langenfeld, RICP®, BPC, Vice President of Annuity Sales at C2P, and Greg Hammer, CEO and President of Hammer Financial Group. Join this group of annuity specialists as they bust common myths about annuities around complexity, fees, liquidity, and more. Yo...
2024-05-29
25 min
A Woman's Clarity®
Not your Grandma's Annuities: Insights from Annuity Rockstar Sheryl Moore
Learn about the evolution of annuities from the "Annuity Rockstar" herself — Sheryl Moore, founder, creator, & CEO of Wink, Inc. and Moore Market Intelligence. Join Kirsten Schlumbohm, VP Head of Annuity Sales at C2P, as she interviews Sheryl, who draws from her trailblazing career in competitive intelligence to reveal how annuities transformed from restrictive policies in ‘grandma’s’ day into flexible retirement income vehicles for many today. Sheryl also dispels outdated myths, discusses how to navigate the new DOL fiduciary rules, and providers predictions on taxation and portability trends. Don't miss these annuity insights and more from one of the indu...
2024-05-22
39 min
The Bucket Plan® On-Demand Series
Coffee Break with C2P: A Holistic Approach to Special Needs Planning
Do your clients have loved ones with special needs? Navigating their unique financial considerations can be challenging and costly if not done carefully. Learn how to provide holistic financial planning solutions tailored to their unique planning needs in this insightful episode. Host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, interviews Betsy Larson, whose personal experiences having four sisters with Down syndrome inspired her to become a financial consultant specializing in advanced special needs planning. Larson discusses key considerations for these clients, including estate planning, government benefits, ABLE accounts, documenting crucial information, and best practices...
2024-05-07
24 min
The Bucket Plan® On-Demand Series
Coffee Break with C2P: Tax-Advantaged Education Funding with 529 Plans
Do your clients want to save or contribute to their loved one’s college expenses? Help them save effectively by learning the intricacies of 529 plans from guest host Stoyan Petev, CFA, CFP®, CLU, ChFc, Senior VP of Advanced Markets at C2P, and Seth Meisler, CFA, CFP®, CPA, Lead Advisor at JL Smith Holistic Wealth Management, with additional insights from Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and founder, CEO, and lead advisor of Alison Wealth Management. Discover the distinctions between 529 savings and prepaid tuition plans, state-specific tax benefits, and strategies to maximize tax savin...
2024-04-30
27 min
Rainmaker Multiplier On-Demand
The Tax Management Journey® Preview: Advanced Life Insurance Strategies for Tax Efficiency
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 compe...
2024-04-09
25 min
The Bucket Plan® On-Demand Series
Educate to Accumulate: Empowering Young Investors
If you’re used to working with pre-retirees or retirees, you may feel out of your element working with younger clients but helping them now while in their accumulation phase can be incredibly impactful to you both. Join Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P, and Alison Wealth Management, for an engaging discussion on empowering the next generation of investors with Joe'Mar Hooper, CEO of 3rd Decade, along with additional insights from Ryan Asher, Director of Investment Operations at C2P. They explore how education can lead to better financial decisions in one’s accum...
2024-04-02
27 min
The Bucket Plan® On-Demand Series
Back to The Bucket Plan® Basics: Episode 2, Design
Is creating a financial plan for your client like putting together a long, complicated puzzle? It doesn’t have to be! Hosts Jason L Smith, CEP®, BPC, Founder and CEO of C2P and JL Smith Holistic Wealth Management, and Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and founder, CEO, and lead advisor of Alison Wealth Management, share how to design and lay out an entire financial plan on one page with The Bucket Plan®. Listen and learn how to simplify the financial planning process today!Resources:The Bucket Plan® bookThe Bucket...
2024-03-27
21 min
The Bucket Plan® On-Demand Series
Advanced Tax-Efficient Planning for High-Net-Worth Clients
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 two new team members, Stoyan Petev, CFA, CFP®, CLU, ChFc, Senior VP of Advanced Markets at C2P, and Seth Meisler, CFA, CFP®, CPA, Lead Advisor at JL Smith, to discuss sophisticated tax planning strategies and how they fit into The Bucket Plan® process for high-net-worth clients. Tune in to learn from their personal and professional real-world scenarios of incorporating these advanced tax, estate planning, and char...
2024-03-13
38 min
A Woman's Clarity®
Coffee Break with C2P: Mary Sterk’s Journey to Becoming a Forbes Top Advisor
Women have made significant contributions to the financial services industry, and we hope that through increased recognition and support, even more women will follow. In celebration of International Women’s Day, host Kirsten Schlumbohm, VP of Annuity Sales at C2P, chats with Mary Sterk, CFP® CPFA, CEO, owner, and founder of Sterk Financial Services. Together they discuss Mary's journey from facing personal and financial challenges to founding Sterk Financial Services and getting where she is today — being named the #1 financial advisor in South Dakota by Forbes in 2024. Mary shares the key factors, strategies, and lessons that have led to he...
2024-03-04
30 min
Rainmaker Multiplier On-Demand
Coffee Break with C2P: Hiring support staff to propel your success
If you’re an advisory firm owner trying to propel your business forward, you need competent and compatible staff to support your top advisors now and someday share in their success. In this 100th episode of our Coffee Break with C2P series, host Jason L Smith, CEP®, BPC, Founder & CEO of C2P and JL Smith Holistic Wealth Management, is joined by Rob LaCivita, Chief Operating Officer at JL Smith, and Art Snarzyk, a C2P mentor specializing in hiring and onboarding, to offer their valuable perspectives. Tune in as they share their experiences and strategies for success, hig...
2024-02-26
28 min
Rainmaker Multiplier On-Demand
Financial Workshop Hosting Tips to Win More Clients
If you’re interested in hosting educational events on topics like taxes in retirement and Social Security to generate leads, this podcast is for you! Join host Dave Alison, CFP®, EA, BPC, President and Partner at C2P, and Bryan Bibbo, AIF, NSSA, BPC, Lead Advisor and Partner at JL Smith Holistic Wealth Management as they discuss nearly everything you need to know about hosting successful workshops to win more clients. Focusing on JL Smith's innovative approach, Bibbo provides practical advice and benchmarks to consider when planning or running these events, including who to partner with and when and whe...
2024-02-20
25 min
Rainmaker Multiplier On-Demand
How Financial Advisors Can Drive Traffic and Boost Conversions
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. Join host Cary Chaitoff, Vice President of Marketing at C2P, and special guest, Chelsea Konst, Content Marketing Manager at C2P, for Part 2 of their discussion summarizing some of the key takeaways they learned from attending the 2024 Traffic and Conversion Summit in Las Vegas. Tune in to learn the critical aspects of the customer journey and the power of effective tracking in today’s digital landscape. Don’...
2024-02-13
17 min
Rainmaker Multiplier On-Demand
How to Generate Leads and Boost Credibility With a Podcast
Almost half of the people in the U.S. like 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 share valuable insights and knowledge with their clients and attract even more. Join Host Matt Seitz, Chief Marketing Officer at C2P, and Dave Alison, CFP®, EA, BPC, President and Founding Partner at C2P, and CEO of Alison Wealth Management, as they discuss the benefits of podcasting for financial advisors and practical tips to get started. Sharing insights on content creation, audience engagement, and l...
2024-02-06
55 min
The Bucket Plan® On-Demand Series
Impactful Life Insurance Strategies for Financial Advisors
For financial professionals and clients alike, life insurance is often a misunderstood, mismanaged, and mis-sold asset. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P, and special guests, Stoyan Petev, CFA, CFP®, CLU, ChFc, Senior VP of Advanced Markets at C2P, and Walter Young, MBA RICP, Business Development Officer and financial representative at JL Smith. These three join forces for a special discussion on leveraging life insurance in financial planning, in honor of "Insure Your Love Month.” Hear personal anecdotes and professional advice from these experienced professionals on utilizing life insurance for immediate weal...
2024-02-05
28 min
Rainmaker Multiplier On-Demand
Coffee Break with C2P: How Financial Advisors Can Drive Traffic and Boost Conversions, , Part 1
Do you struggle to keep your marketing up to date and consistently develop content that resonates with potential clients? In this Coffee Break with C2P, Kirsten Schlumbohm, Vice President of Annuity Sales, hosts Cary Chaitoff, Vice President of Marketing, and Chelsea Konst, Content Marketing Manager, as they share valuable takeaways and best practices they learned at the 2024 Traffic and Conversion Summit in Las Vegas. They unveil some of the latest digital marketing trends, with a strong focus on Artificial Intelligence (AI) as well as practical tips for efficient content creation that is authentic, empathetic, and tailored to your...
2024-01-22
27 min
Rainmaker Multiplier On-Demand
Navigating Financial Content Creation: Tips, Trends, & Compliance
How can financial advisors balance the need for creativity and engagement on social media with the strict regulatory requirements set by FINRA and the SEC? In this “Coffee Break with C2P,” host Kalem Mackey, CFP®, BPC, Executive VP of Insurance Distribution and Partner, leads this important discussion with C2P team members, Dustin Anaas, Compliance Analyst, and Ericca Rivera, Paid Advertising Specialist & Social Media Coordinator, with additional insights from Dave CFP®, EA, BPC, President and Founding Partner. Collectively, they emphasize the importance of planning and pre-approval in maintaining a compliance-friendly yet engaging online presence. They also discuss the growin...
2024-01-16
26 min
Rainmaker Multiplier On-Demand
Mapping your Goals for 2024
Whether it’s to hire a new paraplanner, increase your lead generation efforts, or anything in between — setting specific, realistic goals for the future will increase your chances of achieving them.* C2P team members, Matt Seitz, Chief Marketing Officer and Partner, and Becca Voelpel, Relationship Manager and Ambassador, collectively share their own experiences and work with advisors to set SMART (Specific, Measurable, Attainable, Realistic, Time-Sensitive) goals and stick to them. Tune in for valuable insights and strategies for setting and achieving your goals, both personally and professionally, and set your firm up for success for years to come....
2024-01-09
28 min
Rainmaker Multiplier On-Demand
C2P's Top 3 Podcasts of 2023!
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 as we look ahead.1. Coffee Break with C2P: How to Kickstart Client Relationships with One Phone CallRainmaker Multiplier On-DemandAre you familiar with “right fit client calls?” These calls are key to developing rapport and building a relationship with a potential client quickly and effectively. While listening to the client is a cruc...
2023-12-29
33 min
Rainmaker Multiplier On-Demand
Coffee Break with C2P: How to Provide 5-Star Client Service
Providing quality service is a great opportunity to differentiate your firm, retain business, and stimulate referrals to fuel your practice’s growth. In fact, 84% of companies that work to improve their customer experience report an increase in their revenue.*Join host Dave Alison, CFP®, EA, BPC, founding partner and president at C2P and Alison Wealth Management, and special guests to learn the art and impact of delivering exceptional customer service in the financial advisory industry. Dave chats with , Founder and President of California Retirement Advisors, Chris Cordoba, CFP™, RFC®, CFS, as well as David Roth, CFP®, EA, BPC, Tax and...
2023-12-04
30 min
The Bucket Plan® On-Demand Series
Coffee Break with C2P: How High-Performing Advisors Leverage The Bucket Plan® Book
Top-performing financial advisors at C2P have at least one thing in common — they leverage the Bucket Plan® book in their sales process. * Author of “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement,” and Founder and CEO of C2P, Jason L Smith, CEP®, BPC, and Dave Alison CFP®, EA, BPC, President and Founding Partner of C2P. The two share success stories using the physical and audio versions of the Bucket Plan® book in their own practices. Discover the lasting value this book that delivers stability to clients in uncertain times about their financial future reg...
2023-11-21
28 min
Rainmaker Multiplier On-Demand
Coffee Break with C2P: Optimizing Your Financial Advisor Ads on Social Media
Are you struggling to create engaging and effective paid social ads? Or want to begin filling your sales funnel with outside prospects, but don’t know where to start? In this episode, host Matt Seitz, Chief Marketing Officer at C2P, sits down with guests and C2P team members Cary Chaitoff, Vice President of Marketing, and Ericca Rivera, Paid Advertising Specialist & Social Media Coordinator, to discuss social media and ad best practices for success. Tune in to learn valuable strategies and tools to maximize the effectiveness of your new or existing online campaigns.Sources:https://ww...
2023-11-13
27 min
Rainmaker Multiplier On-Demand
Sustainable Practice Success, Part 1: Career Path & Compensation Models
Whether you're just starting in financial services or are a seasoned pro, every professional needs a strong team and sound internal structure to grow their business. Join industry leaders, Jason L Smith, CEP, BPC, Founder and CEO of C2P and JL Smith, and special guest, Philip Palaveev, the founder and CEO of The Ensemble Practice and creator of the G2 Leadership Institute. Together, they discuss the concepts and strategies they use to build successful, sustainable, and scalable financial advisory practices. Learn the concepts of the Ensemble Practice model, that helped inspire the Advisor Career Path & Compensation program at...
2023-10-31
36 min
The Bucket Plan® On-Demand Series
Coffee Break with C2P: Navigating Long-Term Care Insurance Conversations & Solutions
Long-term care insurance may seem like a future concern, if at all, but for clients aged 65 and older, there’s a 70% chance they’ll need some type of long-term care services in their remaining years.* The time to have the long-term care conversation is now — before your clients, or really their beneficiaries need it. Join 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; and Carol Schmidlin, CFF, MRFC®, President of Franklin Planning, as they discuss the importance of having long-term care solu...
2023-10-30
26 min
Rainmaker Multiplier On-Demand
The Dos & Don’ts of Marketing for Financial Advisors: A Compliance Perspective
Any holistic financial advisor who reports to the U.S. Securities and Exchange Commission (SEC) is familiar with having content reviewed by a compliance department before it's considered safe to share. Chances are they’ve also had content rejected by compliance at least once or twice. Listen in to learn from C2P Paid Advertising Specialist & Social Media Coordinator, Ericca Rivera, and C2P Compliance Analyst, Dustin Anaas, how marketing and compliance departments sync up to create compelling, but compliance-approved, content. Learn what analysts look for when reviewing advisor content and tips for a smoother approval process.Re...
2023-10-23
14 min
Rainmaker Multiplier On-Demand
Coffee Break with C2P: Email Marketing Tips and Insights to Boost Engagement
Email marketing is a powerful tool financial advisors should leverage to engage and nurture relationships with their centers of influence, current clients, and prospects, by tailoring campaigns to each audience. This Coffee Break’s discussion, led by Matt Seitz, Chief Marketing Officer and Partner at C2P, includes some of the best practices for digital marketing from the C2P team’s own Ericca Rivera, Paid Advertising Specialist & Social Media Coordinator, and seasoned financial industry marketer, Cary Chaitoff, VP of Marketing. Listen for strategies that work and insights from Inbound 2023, HubSpot’s Marketing & Sales Conference, that you can implement right...
2023-10-16
28 min
Rainmaker Multiplier On-Demand
Coffee Break with C2P: Creative Ways To Show Client Appreciation
In this Coffee Break episode hosted by Matt Seitz, Chief Marketing Officer at C2P, we discuss client appreciation gifts, events, and community service initiatives advisors can use to show their clients they care about them and value their business. Guests, Tony Engrassia, ChFC®, CFF®, LUTCF® President and CEO Wealth Management Strategies; Julie Manning, RICP®, CFF®, Founder and CEO of Keystone Financial Planning; Nikki Glynn, Senior Director of Marketing at Petros Estate & Retirement Planning; and more share their creative gift ideas and the impact they’ve had on their client-relationships. Whether it’s a hand delivered, locally made pie for Thank...
2023-10-06
28 min
A Woman's Clarity®
Coffee Break with C2P: Demystifying Financial Planning for Families With Special Needs
So many lives are touched by someone with special needs. These families require advanced financial plans and considerations to ensure their affected loved ones will remain well cared for and financially supported through the unique challenges they may face. In this coffee break episode, Kirsten Schlumbohm, Vice President of Annuity Sales at C2P, and guest Betsy Larson, WMCP®, of Special Needs Advanced Planning, discuss how to help financial advisors approach and navigate this sensitive topic with their clients. You’ll also hear great questions from Dave Alison, CFP®, EA, BPC, Partner and President at C2P, inquiring about what...
2023-10-03
28 min
The Bucket Plan® On-Demand Series
Coffee Break with C2P: Demystifying Financial Planning for Families With Special Needs
So many lives are touched by someone with special needs. These families require advanced financial plans and considerations to ensure their affected loved ones will remain well cared for and financially supported through the unique challenges they may face. In this coffee break episode, Kirsten Schlumbohm, Vice President of Annuity Sales at C2P, and guest Betsy Larson, WMCP®, of Special Needs Advanced Planning, discuss how to help financial advisors approach and navigate this sensitive topic with their clients. You’ll also hear great questions from Dave Alison, CFP®, EA, BPC, Partner and President at C2P, inquiring about what...
2023-10-02
28 min
The Bucket Plan® On-Demand Series
Coffee Break with C2P: How to kickstart client relationships with one phone call
Are you familiar with “right fit client calls?” These calls are key to developing rapport and building a relationship with a potential client quickly and effectively. While listening to the client is a crucial aspect, so is knowing how to steer the conversation and make a lasting connection. In this episode of the Bucket Plan On-Demand, host Matt Seitz, Partner and Chief Marketing Officer at C2P, interviews right fit call experts Gary Pelfrey, Director of Business Development at JL Smith, and Andrei Henson, Advisor Growth Specialist at C2P. Tune in to learn their tips and tricks to hold...
2023-09-25
25 min
Rainmaker Multiplier On-Demand
Coffee Break with C2P: Strategies & Tools to Identify Your Future Rainmaker
Get ready for the inside scoop on how to screen and secure a top producer, or Rainmaker Multiplier, for your firm. Join host Kalem Mackey, CFP®, BPC, Partner and Executive VP of Insurance Distribution at C2P, and guest Art Snarzyk, President of InnerView Advisors, an advisor mentor with C2P, and creator of our Right Fit Advisor program. Art shares techniques and tools to secure talent and ensure they’re a culture match for your firm, so you don’t make a mistake with this critical hire. In addition to success stories from advisors who enlisted Art’s help, y...
2023-09-18
28 min
Rainmaker Multiplier On-Demand
Coffee Break with C2P: Life Insurance Awareness Month: helping clients understand it’s true value
Life insurance carries many misconceptions today that may prevent your clients from purchasing coverage, and many who want to take advantage of its benefits fail to do so before they truly need it. Host Kirsten Schlumbohm, Vice President of Annuity Sales at C2P and our insurance experts are here to kick off Life Insurance awareness month by sharing their experiences and heartfelt personal stories that put life insurance’s true value into perspective. Hear firsthand from our special guests, Walter C. Young III, MBA, RICP®, president of One Strategic Capital, and author of The 5th Option: Why Your Ret...
2023-09-11
29 min
Rainmaker Multiplier On-Demand
Chat GPT for Financial Advisors, Part 2: Save Time and Generate Marketing Content with AI
Are you a financial advisor Intrigued by Chat GPT but not sure how to start using this AI writing tool at the office level? Hosts of our first Chat GPT themed podcast, Matt Seitz, Chief Marketing Officer at C2P, and Ericca Rivera, Paid Advertising Specialist & Social Media Coordinator at C2P, are back to discuss how this innovative technology can act as a free marketing coordinator for your firm! Special guests Lisa Chenet, Director of Operations and advisor with CLP Financial, and Elizabeth Tatis of FSC Wealth Advisors share the tactical ways they use AI technology every day...
2023-08-30
32 min
Rainmaker Multiplier On-Demand
Chat GPT for Financial Advisors, Part 1: How to Create and Streamline Social Media & Ads
If you’ve ever had trouble finding the perfect words to capture your social media audience or explain your advisory firm in an advertisement, Chat GPT is the time-saving helper for you. You may have heard of this tool but not known how it can benefit you as a financial advisor, which is why host Matt Seitz, Chief Marketing Officer at C2P, is here with Ericca Rivera, Paid Advertising Specialist & Social Media Coordinator at C2P. Ericca shares helpful (compliance friendly!) tips on getting started with Chat GPT and using it for your paid ads and social media ma...
2023-08-15
13 min
Rainmaker Multiplier On-Demand
Strategies of Top-Performing Financial Advisors
Coming to you from the 2023 Mastermind Collegium in Cleveland, Jason L Smith, Founder & CEO of C2P, talks with the top four advisors on the C2P leaderboard in this panel. John Del Greco, founder of Del Greco Tax & Insurance Group; Dave Alison, CFP®, EA, BPC, President and Co-Founder of C2P; Jeannette Bajalia, Founder of Petros Financial Group & A Woman’s Worth; and Bryan Bibbo, AIF, NSSA, BPC, Partner at JL Smith; share the personal and professional strategies helping them close more business.
2023-08-02
34 min
Rainmaker Multiplier On-Demand
Coffee Break with C2P: Telling Your Story: Messaging Best Practices for Financial Advisors
Storytelling for financial advisors is just as important as the sales process, and you need to do more in your online presence than drop buzzwords like “fiduciary.” In this Coffee Break, Matt Seitz, Chief Marketing Officer of C2P, is joined by Nikki Glynn, Marketing Director at Petros Financial Group and Woman's Worth, and Chelsea Konst, Content Marketing Manager at C2P, to share how to leverage the unique who, why, and how of your firm. Listen and subscribe to learn how your marketing can better connect with prospects!
2023-07-24
29 min
Rainmaker Multiplier On-Demand
Coffee Break with C2P: Increase Your Firm’s Efficiency with Financial Plan Design Training
They say in sales that time kills deals, but creating deliverables can boost efficiency in your process and improve your client experience. However, building this packaged plan for your clients can be time consuming, especially for lead advisors. That’s why Dave Alison, President and Co-Founder of C2P, talks with Joe Bilello, of Avanti Wealth Management; Julie Manning, Founder of Keystone Financial Planning; and Charlie Ehrenfried, Partner at Retirement Matters; about game-changing trainings, templates, and tools that make plan design easy to delegate to your team.
2023-07-17
30 min
Rainmaker Multiplier On-Demand
What Marketing Strategies Really Work for Financial Advisors?
Successful advisors know that marketing is just as important as their services when it comes to building value for clients. Matt Seitz, Chief Marketing Officer at C2P, talks with Greg Hammer, CEO and President of Hammer Financial Group; Gary Pelfrey, Director of Business Development at JL Smith Wealth & Tax Planning; and Glen Pier, Founder and President of Infinity Wealth Planning, about what’s been working for them. From virtual campaigns and events, search engine optimization (SEO), and leveraging the power of Google, they offer insight on ways to grow your brand and business.This podcast is in...
2023-07-12
33 min
Rainmaker Multiplier On-Demand
Let Go & Lead: Empowering Your Team
Your team is your life preserver in your firm, so why is it so hard for advisors to let go and allow them to do the job you hired them to do? Gina answers this question and tips for financial advisors to relinquish a bit of control, giving their staff the power to execute the vision and mission of their practice. She covers everything from delegation, implementing tools and processes, and normalizing having fun at work to create a stronger, more successful team. Listen now!**At the time of delivery and any subsequent publishing, information was deemed...
2023-07-05
14 min
A Woman's Clarity®
Using Behavioral Finance to Support Women Investors
In the coming years, women may be poised to become the biggest beneficiaries of wealth, meaning it’s past time advisors know what their female clients want and how to help. Enter behavioral finance — a way of understanding and thinking about the way people invest, spend, and plan for their financial future. Daniel Crosby, Ph. D., Chief Behavioral Officer at Orion Advisor Solutions, sits down with C2P’s Kirsten Schlumbohm to discuss how advisors can better empower women clients and prepare them for the future.Watch the full episode on YouTube at https://c2pe.info/44jAMkP...
2023-06-28
44 min
Rainmaker Multiplier On-Demand
Enhancing Your Client Experience — C2P Updates & Innovations
The C2P superheroes are here — Founder and CEO Jason L Smith; President and founding partner Dave Alison, and Chief Marketing Officer and partner Matt Seitz discuss what’s new, improved, and next at C2P. From investing in a new tech platform and tools for opening and managing accounts to a fresh version of The Bucket Plan® book on the horizon (and an audio version!), we’re enhancing the experience for financial advisors under our wing and their clients.To learn more about the qualifications for InvestmentNews' 40 Under 40 Awards, click here.To learn more about P...
2023-06-23
49 min
Rainmaker Multiplier On-Demand
Coffee Break with C2P: Financial Advisor Marketing Tips for Slower Summer Months
Want to Learn how to heat up your summer with marketing without cooling down your clients? Matt Seitz, Chief Marketing Officer at C2P, talks with Suzanne Scheiman, Marketing Manager at JL Smith; and Nikki Glynn, Senior Director of Marketing at Petros Financial Group, about how they keep their client pipeline flowing, despite summer engagement slowdowns.
2023-06-22
29 min
Rainmaker Multiplier On-Demand
Coffee Break with C2P: What Do Clients Want from a Financial Advisor?
The answers to that question will surprise you! Charles Sarvari, Regional Director of Dimensional Fund Advisors, breaks down the data his team gathered from advisors and people in over 100 thousand households from the past seven years. Sarvari shares key insights into client top priorities and preferences, covering everything from how they like to communicate with you and their stance on advisor fees. Download and tune in now!
2023-06-16
31 min
Rainmaker Multiplier On-Demand
Coffee Break with C2P: How to Motivate Clients to Move All their Money to You
What can you do as an advisor if a client doesn’t want to move all their money to you? Show them the consequences if they don’t. Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P, talks with Scott Kaup, CFP®, of Kaup’s Financial Advisors, about simple ways you can get your clients to understand the value of you as a holistic advisor who can keep their financial goals on track while mitigating their lifetime taxes and more. Listen now! Check out the resources from this episode below, as well as a link to the YouT...
2023-06-01
31 min
The Bucket Plan® On-Demand Series
Coffee Break with C2P: Annuity Awareness Month
June is Annuity Awareness Month! To celebrate, Langenfeld RICP®, BPC, Vice President of Insurance Sales at C2P, dives into the annuity-related strategies our guests are using in their practices. Join us and hear from annuity experts Bryan Bibbo, AIF, NSSA,& BPC, partner at JL Smith; Greg Hammer, President and CEO of Hammer Financial Group; and Kalem Mackey, CFP®, BPC, EVP of Insurance Distribution at C2P. Learn how they leverage annuities for their clients and dispel about this investment option — download and tune in now!
2023-05-26
30 min
Rainmaker Multiplier On-Demand
Using Video in Email
Did you know that advisors who use video in their emails have a 176% higher click-through rate? In this episode of the Rainmaker Multiplier On-Demand podcast, Matt Seitz, Chief Marketing Officer at C2P, sits down with Becca Voelpel from our Business Development team to share how adding video to your process can take your marketing and engagement to the next level. You don’t need to be an expert videographer or marketing specialist either — we have a few simple tools and tips that can go a long way in personalizing your emails. Tune in to learn how video can set...
2023-05-23
18 min
Rainmaker Multiplier On-Demand
Coffee Break with C2P: Understanding Behavioral Finance
In this episode of Coffee Break with C2P, we dive into behavioral finance! We discuss what it is, how behavioral coaching, client assessment and goals tie together, and share techniques that two C2P advisors use to overcome some of the behavioral biases with their clients.Joining Kirsten Schlumbohm are Cade DeNazario Akers, CFP®, Product Manager at Orion, Jeannette Bajalia, President and Founder of Woman's Worth, and Walter Young, MBA, RICP®, Founder of 5th Option.
2023-05-12
29 min
Rainmaker Multiplier On-Demand
Coffee Break with C2P: A Superhero Sneak of our Mastermind Collegium
Financial advisors...ASSEMBLE! In this episode of Coffee Break with C2P, we share a sneak peek of our upcoming Mastermind Collegium, June 5-7 in Cleveland, OH! Tune in and you'll hear from our emcee and get a behind the scenes look at the sessions, keynote speakers, and fun you'll experience during the two-day training for elite advisors.Are you ready to be your clients' superhero? Learn more and how you can qualify to attend by scheduling a complimentary consultation at https://c2pe.info/super!
2023-05-02
28 min
The Bucket Plan® On-Demand Series
Coffee Break with C2P: The Tax Management Journey
In this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, We discuss tax management and its impact on business, share real world stories from clients, and give our takeaways from the Tax Management Journey® training. Barista Dave Alison, President | Founding Partner of C2P, is joined by Glen Pier, Founder & President of Infinity Wealth Management, and Walter Young MBA, RICP®, Founder of the 5th Option.
2023-04-21
30 min
Rainmaker Multiplier On-Demand
Coffee Break with C2P: Succession Planning
In this episode of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, we discuss business succession vs. business continuity, and the three key questions to answer when it comes to succession planning. Joining barista Jason L Smith, Founder | CEO of C2P Enterprises, is our panel of James Comblo, CFF, President of FSC Wealth Advisors, Tim Wells, Founder of Retirement Matters, and Charlie Ehrenfried CFP®, CLU, ChFC, RICP, CASL, Partner at Retirement Matters. Tune in to hear their stories and experiences!
2023-04-19
31 min
The Bucket Plan® On-Demand Series
The Mind and the Market with Dr. Daniel Crosby
In this episode of the Bucket Plan On-Demand Podcast, Dave Alison, CFP®️, EA, BPC, President and Founding Partner of C2P Enterprises, sits down with Dr. Daniel Crosby, Chief Behavioral Officer at Orion. They discuss Dr. Crosby's presentation "The Mind and the Market" and dive into how advisors think, how to help clients navigate the volatility in the market, and how to manage and maximize their investments. Dave and Dr. Crosby also discuss the behavioral aspect of The Bucket Plan and how emotions tie into the process.
2023-04-17
31 min
Rainmaker Multiplier On-Demand
Coffee Break with C2P: A Look Back at the First Quarter
In this episode of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, barista Carl Smith, Founding Partner of C2P Enterprises and the President of The Smith Group, takes a look back at the first quarter with our panel of advisors. They discuss wins from the quarter, challenges, and how to ride the momentum into the remainder of the year. Tune in!
2023-04-12
27 min
A Woman's Clarity®
Women, Money and Power
In this episode of A Woman's Clarity, host Kirsten Schlumbohm, VP of Insurance Sales at C2P, is joined by two representatives from Allianz, Natasha Schulze, Sr. External Wholesaler, FMO Distribution, and Bethany Esse, Director of Field & Sales Development. They discuss Allianz's presentation, Women, Money and Power, and how it helps advisors get in front of more female clients through conversations that female clients want to have. This presentation also gives the insights on Allianz's commitment to female clients, provides best practices for advisors, and shares how their team can support the presentation.
2023-04-05
38 min
Rainmaker Multiplier On-Demand
Coffee Break with C2P: A New Strategy for Annuities
In this episode of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, our baristas Jason L Smith, CEP®, BPC, Dave Alison, CFP®, EA, BPC, and Kalem Mackey, CFP®, discuss a new strategy for rewriting annuities from the past several years.
2023-04-04
28 min
Rainmaker Multiplier On-Demand
Coffee Break with C2P: Filling the Soon Bucket in The Bucket Plan®
In this episode of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, barista Jason L Smith, Founder | CEO of C2P Enterprises, discusses The Bucket Plan® and the strategies you can use to fill the "Soon" bucket of the three-bucket system. Listen as Jason and our panel share ideas and breakdown The Bucket Plan step-by-step.
2023-03-24
28 min
A Woman's Clarity®
The Power of a Mastermind Group
In this special episode of A Woman's Clarity, we're throwing it back and sharing a prior Clarity 2 Prosperity podcast, The Power of a Mastermind Group! Joining us is Mary Sterk, a partner at C2P, and one of Forbe's Best-in-State Wealth Advisors and America's Top Women Wealth Advisors. Mary and Jason L Smith, Founder | CEO of Clarity 2 Prosperity, discuss the advantages of being in a Mastermind Group and how tapping into best practices from like-minded advisors can help you access turnkey processes and resources that will grow your business.
2023-03-16
34 min
A Woman's Clarity®
Celebrating International Women's Day
In this episode of A Woman's Clarity, we're celebrating International Women's Day! Our host Kirsten Schlumbohm, VP of Insurance Sales at C2P, is joined by our panel of Carol Ochoa, President of Your Secure Retirement Inc., Deb Cundiff, Financial Advisor at Hammer Financial Group, and Julie Manning, RICP, Founder of Keystone Financial Planning, for an open discussion that celebrates women in the financial industry. They discuss what has inspired and driven their careers, share ideas for attracting more talented ladies, and look at the challenges and opportunities unique to women in finance.
2023-03-09
38 min
A Woman's Clarity®
Empathy, Education & Empowerment: Strategies for Engaging More Female Investors
In this episode of A Woman's Clarity, host Kirsten Schlumbohm, VP of Insurance Sales at C2P, is joined by two representatives from BlackRock, Jennifer Taboada, Director, Wealth Education Specialist, and Carrie Schroen, Managing Director. Together, they discuss, Empathy, Education & Empowerment: Strategies for Engaging More Female Investors.
2023-02-13
43 min
A Woman's Clarity®
Empowerment Through Mentorship
In the inaugural episode of A Woman's Clarity, a new podcast by C2P, host Kirsten Schlumbohm, VP of Insurance Sales at C2P, is joined by Mary Sterk, CFP® CPFA, CEO, and Karin Alvarado, CFS, CPFA. A Woman's Clarity aims to help women and men in the financial services industry reach their full potential by interacting with like-minded holistic advisors.
2023-01-31
36 min
The Bucket Plan® On-Demand Series
Consequences of an Extended Care Event
In this episode of the Bucket Plan On-Demand Podcast, Dave Alison, CFP®️, EA, BPC, President and Founding Partner of C2P Enterprises, sits down with author, attorney, and President of Insurance Education Advisors, Harley Gordon. He is a nationally recognized authority on long-term care issues. Gordon's book, The Conversation, was written to help advisors and families facilitate a discussion around the uncomfortable subject of extended care.
2022-12-15
48 min
The Bucket Plan® On-Demand Series
Life Support for Your Practice and Portfolios
In this episode of the Bucket Plan On-Demand Podcast, Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P Enterprises, sits down with Greg Hammer, President of Hammer Financial Group, and David Roth, EA, Tax & Wealth Advisor at Alison Wealth Management. They discuss strategies to support your firm and communicate with your clients.
2022-11-07
24 min
The Bucket Plan® On-Demand Series
Coffee Break with C2P: Exclusive Chat with C2P's Top 2 Advisors
In this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, Jennifer Mackert, Chief Operating Officer, interviews the top 2 advisors at C2P Enterprises: Bryan Bibbo of JL Smith and Dave Alison of Alison Wealth Management. They share first-hand advice, like how to ask for and receive the right kinds of referrals from your existing clients. Tune in to hear the entire conversation!
2022-09-06
29 min
The Bucket Plan® On-Demand Series
Communicating Financial Planning Concepts
In this edition of the Bucket Plan On-Demand Podcast, Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P Enterprises, sits down with Matt Seitz, the CMO of JL Smith Wealth & Tax Planning, and Greg Dillon, CFA®, CFP®, CLTC® Managing Partner of One Team Financial LLC. They discuss different strategies to educate and communicate with clients throughout the financial planning process.
2022-08-17
21 min
The Bucket Plan® On-Demand Series
Coffee Break with C2P: Using Home Equity in a Holistic Plan
In this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, host Dave Alison is joined by Kellan Brown and Stephen Resch from Finance of America Reverse for our topic: Using Home Equity in a Holistic Plan. Tune in to learn how to help clients utilize their mortgage equity to further their holistic goals.
2022-08-09
35 min
The Bucket Plan® On-Demand Series
Coffee Break with C2P: Take Advantage of the Heat in the Market
In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, Dave Alison hosts Take Advantage of the Heat in the Market. Our panel of annuity experts discusses how to utilize FIAs in the current market and prove your value to clients.
2022-07-26
30 min
The Bucket Plan® On-Demand Series
Coffee Break with C2P: The Evolution of FIAs
On this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, we discuss utilizing Fixed Indexed Annuities as an alternative when bonds aren't yielding the desired results. Tune in to hear how advisors keep their clients happy during times of high volatility.
2022-06-22
30 min
The Bucket Plan® On-Demand Series
Coffee Break with C2P: The SECURE Act Updates with Special Guest Ed Slott
On this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, we're joined by special guest Ed Slott, CPA, Founder & CEO of Ed Slott and Company! Tune in as we discuss legislation updates to the SECURE Act in 2022.
2022-05-31
35 min
The Bucket Plan® On-Demand Series
Coffee Break with C2P: Bucket Plan Challenges
On this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, our panel of experts discuss the challenges within The Bucket Plan, how to work through them, and help your clients. Tune in!
2022-05-19
28 min
The Bucket Plan® On-Demand Series
How to Simplify the Way You Talk to Clients
Greg Hammer is a Yale graduate who has spent the last decade with C2P learning to simplify the financial planning process and communicate with clients. Listen as he and host Dave Alison break down proven metaphors and relatable examples you can start using right away to help your customers better understand the role of a financial advisor and the benefits of working with one.
2022-02-17
25 min
The Bucket Plan® On-Demand Series
Fixed Index Annuities as a Bond Alternative
Dave Alison and Kalem Mackey of C2P Enterprises discuss utilizing a fixed index annuity as a bond alternative and its ability to help derive efficient income, eliminate the sequence of returns risk and to protect the income that retirees need. Learn how to bring fixed index annuities into your clients' financial plan today!
2021-10-05
39 min
The Bucket Plan® On-Demand Series
4 Ways to Rethink Annuities in Your Clients’ Retirement Plan
What are you doing to help your clients secure their long-term retirement happiness? Do they have lifetime income? Dave Alison and Kalem Mackey of C2P and Walter Young of the 5th Option, discuss four new and important ways to rethink annuities as a critical piece of a holistic retirement plan.
2021-09-21
8h 33
The Bucket Plan® On-Demand Series
Bucket Planning is Not Just Bucketing
Discover how the simplicity of The Bucket Plan® process gets even more effective once you know how to leverage the concepts and tools within the framework. Join Jason L Smith, Founder and CEO of C2P, and Dave Alison, President and Founding Partner of C2P, as they delve into how this approach simplifies implementation and elevates client outcomes. Listen in to hear how a Jason was inspired to look at the process in a new way that helps financial advisors even more easily integrate it into their practice to help their clients.
2020-05-28
38 min