Shows
The Bucket Plan® On-Demand SeriesAdvising in the Age of AI: How Clients Use It and How You Can TooChatGPT and other AI tools regularly get financial advice wrong, but your clients don't always know that. What do you do when they bring you analysis that contradicts your recommendations? Discover practical strategies for handling AI-influenced objections and using these tools proactively on your end. Join host Matt Seitz, Chief Marketing Officer at C2P and Prosperity Capital Advisors, as he sits down with Dave Alison, Founder and CEO of Alison Wealth Management and President and Founding partner of C2P and Prosperity Capital Advisors. Dave shares his real experiences from recent client meetings where ChatGPT-generated analysis created misconceptions...
2025-12-1028 min
Rainmaker Multiplier On-DemandWebinar Strategies for Financial Advisors: Engagement to ConversionWhen it comes to webinars, many advisors focus solely on the handful who attend live while leaving the majority of registrants completely unworked. If you had 80 people register and 8 people booked on your calendar, what are you doing with the other 72 leads you've already paid for? Join host Kalem Mackey, Executive VP and Partner at C2P, as he sits down with Matt Seitz, Chief Marketing Officer at C2P and JL Smith Holistic Wealth Management, as they discuss how to improve your webinar process from touchpoint to follow-up. From mastering the unique challenges of presenting without audience feedback...
2025-11-1927 minRainmaker Multiplier On-DemandWorking Every Lead: Systematic Follow-Up for Financial AdvisorsAdvisors who contact leads within one to two days of initial engagement see conversion rates up to 60% higher than those who wait a week or more, according to MarketingSherpa. Yet most advisors struggle to implement systematic follow-up processes that capitalize on every lead generated. Join host Matt Seitz, Chief Marketing Officer at C2P, as he sits down with Cary Chaitoff, Vice President of Marketing at C2P, to explore proactive strategies that help turn lead generation into actual business growth. From crafting compelling voicemail scripts to tracking conversion metrics, discover how to build a marketing process that works...
2025-10-2214 minRainmaker Multiplier On-DemandMarketing Shifts That Matter: INBOUND Insights for Advisors Part 2AI search is fundamentally changing how prospects discover advisors, and the content strategies that worked six months ago are already obsolete. Join host Matt Seitz, Chief Marketing Officer at C2P, as he continues his conversation with C2P team members, Mila Bennet, Content Writer, and Owen Brodhead, Digital Marketing Manager, fresh from INBOUND—HubSpot's Marketing and Sales conference. Discover how to structure content so AI search engines find you, why online reviews now directly impact your visibility, and how spreading your message across multiple channels keeps you top of mind. From email best practices to video strategy, this ep...
2025-10-0820 minRainmaker Multiplier On-DemandMarketing Shifts That Matter: INBOUND Insights for Advisors Part 1Email marketing is evolving rapidly as Apple introduces new priority placement algorithms and AI search engines reshape how prospects find advisors—strategies that worked last year are already obsolete. Join host Matt Seitz, Chief Marketing Officer at C2P, as he interviews C2P team members, Mila Bennet, Content Writer, and Owen Brodhead, Digital Marketing Manager, fresh from INBOUND – HubSpot’s Marketing and Sales conference. Discover how Apple's email rules are changing inbox strategy, why the shift from SEO to AEO (Answer Engine Optimization) matters for your practice, and how HubSpot's Loop Marketing Framework replaces traditional funnels. Whether you're testin...
2025-10-0122 minRainmaker Multiplier On-DemandOB3 Strategies: Leveraging Tax Reform to Scale Your Advisory PracticeThe 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 ma...
2025-09-0324 minThe Bucket Plan® On-Demand SeriesOne Big Beautiful Bill: Tax Law Changes & Strategies for AdvisorsThe 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...
2025-07-1631 minRainmaker Multiplier On-DemandKnow Your Numbers: Pipeline Tracking for AdvisorsTransform 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...
2025-06-1230 minThe Bucket Plan® On-Demand SeriesReading Market Signals: Investment Strategy During VolatilityWhen 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...
2025-06-0429 minRainmaker Multiplier On-DemandBehind The Rainmaker Multiplier Book: The Self-Sustainable Success StoryBuilding 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...
2025-05-1513 minThe Bucket Plan® On-Demand SeriesBulletproofing Your Bucket Plan to Withstand Market VolatilityThe 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...
2025-05-1429 minRainmaker Multiplier On-DemandBehind The Rainmaker Multiplier Book: The WhyIf 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...
2025-04-1719 minRainmaker Multiplier On-DemandSupercharge Your Firm's Growth with Accountability ChartsWho 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...
2025-04-0229 minThe Bucket Plan® On-Demand SeriesBeyond The Bucket Plan®: Leveraging Life Insurance as an Asset ClassDiscover 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...
2025-02-2628 minRainmaker Multiplier On-DemandMastering Email Marketing: Strategies to Connect, Nurture, and ConvertDiscover 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...
2025-02-2029 minRainmaker Multiplier On-DemandMaximizing Marketing ROI: How Financial Advisors Can Make the Most of Their Marketing SpendWhen 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...
2025-02-1336 minThe Bucket Plan® On-Demand SeriesMulti-Generational Succession Planning: Creating a Seamless Transition for Your Financial Advisory BusinessAs 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...
2025-02-1224 minRainmaker Multiplier On-DemandAI Prompting 101: A Financial Advisor's Guide to Better ResultsLooking 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...
2025-01-0920 minRainmaker Multiplier On-DemandPhilanthropic Marketing for Financial Advisors: How to Showcase Your Community Impact AuthenticallyLooking 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...
2024-11-2127 minRainmaker Multiplier On-DemandNavigating SEC Marketing Rules: A Financial Advisor's Guide to ComplianceStruggling 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...
2024-11-0726 minThe Bucket Plan® On-Demand SeriesMaximize Impact & Minimize Taxes: Boost Your Clients' Charitable Impact with Tax-Efficient StrategiesAre 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...
2024-10-1727 minRainmaker Multiplier On-DemandMarketing For Financial Advisors: Insights From INBOUND ConferenceStruggling 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...
2024-10-1637 minRainmaker Multiplier On-DemandUnpacking the Impact of Management Styles on Team Performance and DevelopmentIs 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...
2024-10-0927 minRainmaker Multiplier On-DemandBuilding a Thriving Practice Through Mentorship & Thought Leadership│Part 2So, 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...
2024-09-1826 minRainmaker Multiplier On-DemandLead Generation with Video Creation: Top YouTube & Facebook Marketing Tips for Financial AdvisorsVideo 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...
2024-09-1227 minThe Bucket Plan® On-Demand SeriesLife Insurance: How to leverage this Bucket Plan® Essential for Enhanced Client ProtectionAre 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...
2024-08-2925 minRainmaker Multiplier On-DemandDon't Waste Your Money: How to Efficiently Follow Up on Leads as a Financial AdvisorStruggling 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...
2024-08-2228 minRainmaker Multiplier On-DemandTraining Up the Next Generation: Leveraging Learning Management Systems in Financial Advisory FirmsDo 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...
2024-08-0825 minRainmaker Multiplier On-DemandVideo Marketing Tips From Top Producers: How to Engage and Grow Your Client BaseDiscover 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...
2024-08-0128 minRainmaker Multiplier On-DemandBroker-Dealer Breakups: Alanah Phillips on Transitioning to RIA ModelsAs 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...
2024-07-1736 minRainmaker Multiplier On-DemandCoffee Break with C2P: Building a Thriving Practice Through Mentorship & Thought LeadershipOffering 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...
2024-07-1528 minRainmaker Multiplier On-DemandMastering Lead Generation and Conversion In An Evolving Landscape, Part 2One 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...
2024-07-0335 minThe Bucket Plan® On-Demand SeriesLife Insurance 101: Conveying Its Role in Holistic Financial PlanningAre 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...
2024-07-0225 minThe Bucket Plan® On-Demand SeriesBack to The Bucket Plan® Basics: Episode 3Discover 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...
2024-06-1932 minThe Bucket Plan® On-Demand SeriesCoffee Break with C2P: Building a Thriving Practice Through Mentorship & Thought LeadershipOffering 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...
2024-06-0428 minRainmaker Multiplier On-DemandCoffee Break with C2P: Debunking Annuity Myths to Overcome Client ObjectionsDespite 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...
2024-05-2925 min
A Woman's Clarity®Not your Grandma's Annuities: Insights from Annuity Rockstar Sheryl MooreLearn 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...
2024-05-2239 minThe Bucket Plan® On-Demand SeriesCoffee Break with C2P: A Holistic Approach to Special Needs PlanningDo 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...
2024-05-0724 minThe Bucket Plan® On-Demand SeriesCoffee Break with C2P: Tax-Advantaged Education Funding with 529 PlansDo 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...
2024-04-3027 minRainmaker Multiplier On-DemandThe Tax Management Journey® Preview: Advanced Life Insurance Strategies for Tax EfficiencyAre 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...
2024-04-0925 minThe Bucket Plan® On-Demand SeriesEducate to Accumulate: Empowering Young InvestorsIf 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...
2024-04-0227 minThe Bucket Plan® On-Demand SeriesBack to The Bucket Plan® Basics: Episode 2, DesignIs 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...
2024-03-2721 minThe Bucket Plan® On-Demand SeriesAdvanced Tax-Efficient Planning for High-Net-Worth ClientsLooking 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...
2024-03-1338 minA Woman's Clarity®Coffee Break with C2P: Mary Sterk’s Journey to Becoming a Forbes Top AdvisorWomen 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...
2024-03-0430 minRainmaker Multiplier On-DemandCoffee Break with C2P: Hiring support staff to propel your successIf 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...
2024-02-2628 minRainmaker Multiplier On-DemandFinancial Workshop Hosting Tips to Win More ClientsIf 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...
2024-02-2025 minRainmaker Multiplier On-DemandHow Financial Advisors Can Drive Traffic and Boost ConversionsIf 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’...
2024-02-1317 minRainmaker Multiplier On-DemandHow to Generate Leads and Boost Credibility With a PodcastAlmost 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...
2024-02-0655 minThe Bucket Plan® On-Demand SeriesImpactful Life Insurance Strategies for Financial AdvisorsFor 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...
2024-02-0528 minRainmaker Multiplier On-DemandCoffee Break with C2P: How Financial Advisors Can Drive Traffic and Boost Conversions, , Part 1Do 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...
2024-01-2227 minRainmaker Multiplier On-DemandNavigating Financial Content Creation: Tips, Trends, & ComplianceHow 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...
2024-01-1626 minRainmaker Multiplier On-DemandMapping your Goals for 2024Whether 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....
2024-01-0928 minRainmaker Multiplier On-DemandC2P'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...
2023-12-2933 minRainmaker Multiplier On-DemandCoffee Break with C2P: How to Provide 5-Star Client ServiceProviding 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...
2023-12-0430 minThe Bucket Plan® On-Demand SeriesCoffee Break with C2P: How High-Performing Advisors Leverage The Bucket Plan® BookTop-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...
2023-11-2128 minRainmaker Multiplier On-DemandCoffee Break with C2P: Optimizing Your Financial Advisor Ads on Social MediaAre 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...
2023-11-1327 minA Woman's Clarity®Coffee Break with C2P: Strategies to Financially Empower Divorcees and WidowsAlthough women live longer than men on average* meaning they have more retirement years to fund, they remain a significantly underserved group for financial advisors. Additionally, widows or divorcees have unique personal and financial circumstances that require a different approach. Host Kirsten Schlumbohm is joined by skilled professionals, Jeannette Bajalia, President, and Founder of Woman's Worth®, Sarah Soria, MBA, CFP®, Financial Planner and Managing Partner at Encompass Financial Planning, to discuss how to speak the language of women who are in these life transitions. Tune in to learn how financial advisors can cater their process to empower divorcees and wid...
2023-11-0630 minRainmaker Multiplier On-DemandSustainable Practice Success, Part 1: Career Path & Compensation ModelsWhether 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...
2023-10-3136 minThe Bucket Plan® On-Demand SeriesCoffee Break with C2P: Navigating Long-Term Care Insurance Conversations & SolutionsLong-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...
2023-10-3026 minA Woman's Clarity®Protecting Her Legacy: The Role of Life Insurance for WomenMost women will outlive their husbands, usually by the average age of 59.* Who is left to care for these primary caretakers when they need it as widows? Life insurance is key to protecting those we love and preserving their legacy. In this episode, host Kirsten Schlumbohm, Vice President of Annuity Sales at C2P, is joined by Tamara “Tammy” Taylor, Insurance Specialist at Hammer Financial Group, to discuss the importance of proactively purchasing life insurance. Together, they discuss how holistic advisors can approach these conversations within the Bucket Plan® framework and help educate their female clients on the benefits and f...
2023-10-2431 minRainmaker Multiplier On-DemandThe Dos & Don’ts of Marketing for Financial Advisors: A Compliance PerspectiveAny 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...
2023-10-2314 minRainmaker Multiplier On-DemandCoffee Break with C2P: Email Marketing Tips and Insights to Boost EngagementEmail 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...
2023-10-1628 minRainmaker Multiplier On-DemandThe Medicare Specialist Advantage: A Value-Add for Your Clients and FirmWith the onset of Medicare’s open enrollment period, host Matt Seitz, Chief Marketing Officer at C2P, and guests are here to discuss this timely topic and the value of having a Medicare specialist on your financial advisory staff. Tune in to hear expert insights from guests, Ashley Leibowitz, CEO of Assure All Insurance, and Gary Pelfrey, Director of Business Development and the Medicare specialist at JL Smith Tax & Wealth Planning. You’ll learn the importance of integrating Medicare planning into holistic financial advising, the challenges clients face in navigating Medicare, and how having an expert in house can...
2023-10-1033 minRainmaker Multiplier On-DemandCoffee Break with C2P: Creative Ways To Show Client AppreciationIn 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...
2023-10-0628 minA Woman's Clarity®Coffee Break with C2P: Demystifying Financial Planning for Families With Special NeedsSo 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...
2023-10-0328 minThe Bucket Plan® On-Demand SeriesCoffee Break with C2P: Demystifying Financial Planning for Families With Special NeedsSo 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...
2023-10-0228 minThe Bucket Plan® On-Demand SeriesCoffee Break with C2P: How to kickstart client relationships with one phone callAre 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...
2023-09-2525 minRainmaker Multiplier On-DemandCoffee Break with C2P: Strategies & Tools to Identify Your Future RainmakerGet 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...
2023-09-1828 minRainmaker Multiplier On-DemandThe Power of the Virtual Assistant: Leveraging Team and Tech to Help Your Business ThriveTime is money, and the hours you spend on tasks like scheduling and email follow ups take a huge chunk out of your ability to focus on revenue generating activities that truly deserve your attention. Join our host Jason L Smith, Founder & CEO of C2P, and Mike Abramowitz, speaker, author, transformational coach, and Better Than Rich partner, as they discuss the power automation, delegation, and systemization can have on your business and family life. Discover how offloading time-consuming tasks to a virtual assistant and using AI can free up time, streamline your operations, and allow your business of...
2023-09-1343 minRainmaker Multiplier On-DemandCoffee Break with C2P: Life Insurance Awareness Month: helping clients understand it’s true valueLife 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...
2023-09-1129 minRainmaker Multiplier On-DemandCoffee Break with C2P: Uncover Gold with a Process to Turn Prospects into ClientsYou probably have more prospects in your CRM than you think — but prospects only turn into opportunities if you go after them! Hear host Gina Pellegrini, owner of Pellegrini Team Consulting, reveal the power of consistency and how it helps convert prospects to clients, so those clients can eventually become referrers. With example scripts, scheduling tips, and more, Gina shares her effective follow-up process, best practices, and offers her suggestions to guest advisors to help them improve their results. Tune in to discover how to better engage, nurture, and eventually convert your prospects into clients.
2023-09-0128 minRainmaker Multiplier On-DemandChat GPT for Financial Advisors, Part 2: Save Time and Generate Marketing Content with AIAre 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...
2023-08-3032 minRainmaker Multiplier On-DemandChat GPT for Financial Advisors, Part 1: How to Create and Streamline Social Media & AdsIf 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...
2023-08-1513 minThe Bucket Plan® On-Demand SeriesCoffee Break with C2P: Using the Family Estate Organizer to Win Over & Retain Advisory ClientsAre you looking for a tool that wows clients, keeps their estate plan organized, helps increase your closing ratio, and makes transitioning them to a new advisor in your firm seamless? The Family Estate Organizer — a key part of the Bucket Plan® process — has helped advisors nationwide, including Bryan Bibbo, AIF®, NSSA, BPC, Partner at the JL Smith Group; and Dean Thurman, Founding Partner of InvestWise Financial and White Glove. Tune in to find out how the Family Estate Organizer can enhance your client offerings!
2023-08-1126 minA Woman's Clarity®Women & Wealth: How Community and Conversation Improves the Client ExperienceAll financial advisors serve women, and ensuring a top-tier experience for these investors is as simple as it is important, with the right support. Join A Woman’s Clarity host, Kirsten Schlumbohm, Vice President of Annuity Sales at C2P, to find out how advisors can join the conversation and improve the client and investment experience of women everywhere. Ashley Ilardo, Regional Director & Vice President of Dimensional Fund Advisors (DFA); and Mia Hanson, Associate at DFA’s Global Client Group; share insights, data, and strategies on how Dimensional’s Women & Wealth program can help you meet women clients’ needs.
2023-08-0800 minRainmaker Multiplier On-DemandStrategies of Top-Performing Financial AdvisorsComing 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.
2023-08-0234 minA Woman's Clarity®How to Build a Dementia Care Plan & Team with Bill CohenIt’s often not a question of if a loved one will be touched somehow by Alzheimer’s or dementia, but when, and creating a care team can help ease some of the pain and uncertainty. Kirsten Schlumbohm, Vice President of Annuity Sales at C2P, sits down with Bill Cohen, CSA®, founder of Cohen Caregiving Support Consultants, to talk about her own family’s personal experience as Bill shares how to navigate Alzheimer’s and dementia. From caregiving to finances to self-care, listen as Bill offers invaluable insight and resources for families in need.Resources: Cohen Caregivin...
2023-07-1859 minA Woman's Clarity®Using Behavioral Finance to Support Women InvestorsIn 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...
2023-06-2844 minThe Bucket Plan® On-Demand SeriesCoffee Break with C2P: Annuity Awareness MonthJune 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!
2023-05-2630 minThe Bucket Plan® On-Demand SeriesCoffee Break with C2P: The Tax Management JourneyIn 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.
2023-04-2130 minThe Bucket Plan® On-Demand SeriesThe Mind and the Market with Dr. Daniel CrosbyIn 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.
2023-04-1731 minA Woman's Clarity®Women, Money and PowerIn 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.
2023-04-0538 minA Woman's Clarity®The Power of a Mastermind GroupIn 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.
2023-03-1634 minA Woman's Clarity®Celebrating International Women's DayIn 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.
2023-03-0938 minA Woman's Clarity®Empathy, Education & Empowerment: Strategies for Engaging More Female InvestorsIn 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.
2023-02-1343 minA Woman's Clarity®Empowerment Through MentorshipIn 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.
2023-01-3136 minThe Bucket Plan® On-Demand SeriesConsequences of an Extended Care EventIn 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.
2022-12-1548 minThe Bucket Plan® On-Demand SeriesLife Support for Your Practice and PortfoliosIn 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.
2022-11-0724 minThe Bucket Plan® On-Demand SeriesCoffee Break with C2P: Exclusive Chat with C2P's Top 2 AdvisorsIn 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!
2022-09-0629 minThe Bucket Plan® On-Demand SeriesCommunicating Financial Planning ConceptsIn 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.
2022-08-1721 minThe Bucket Plan® On-Demand SeriesCoffee Break with C2P: Using Home Equity in a Holistic PlanIn 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.
2022-08-0935 minThe Bucket Plan® On-Demand SeriesCoffee Break with C2P: Take Advantage of the Heat in the MarketIn 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.
2022-07-2630 minThe Bucket Plan® On-Demand SeriesCoffee Break with C2P: The Evolution of FIAsOn 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.
2022-06-2230 minThe Bucket Plan® On-Demand SeriesCoffee Break with C2P: The SECURE Act Updates with Special Guest Ed SlottOn 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.
2022-05-3135 minThe Bucket Plan® On-Demand SeriesCoffee Break with C2P: Bucket Plan ChallengesOn 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!
2022-05-1928 minThe Bucket Plan® On-Demand SeriesHow to Simplify the Way You Talk to ClientsGreg 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.
2022-02-1725 minThe Bucket Plan® On-Demand SeriesFixed Index Annuities as a Bond AlternativeDave 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!
2021-10-0539 minThe Bucket Plan® On-Demand Series4 Ways to Rethink Annuities in Your Clients’ Retirement PlanWhat 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.
2021-09-218h 33The Bucket Plan® On-Demand SeriesMonetize Your WisdomWe'll cut to the chase: It's time for you to monetize your wisdom as a financial advisor and charge planning fees for your services. Listen as advisor DC Chamberlin shares his journey and how he went from reluctance to now charging the most in the C2P organization. You will also discover why it is important to first gain your clients trust, how to sell the process vs. the product and you'll learn about several different ways to charge planning fees. Get started on growing your business today!
2020-10-1932 minThe Bucket Plan® On-Demand SeriesBucket Planning is Not Just BucketingDiscover 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.
2020-05-2838 min