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Podcast by LRDCIP - Pour et Avec les CIP !!
Compte Professionnel de Prévention (C2P)
Podcast sur le C2P permet aux salariés exposés à des risques professionnels de cumuler des points. Ces points financent une reconversion, un temps partiel ou une retraite anticipée. L'employeur déclare l'exposition via la DSN, avec un plafond de 100 points pour protéger la santé.Pdf disponible sur le : lereperedescip.fr #lrdcip #lereperedescip #podcast #c2p #risquespro #insertion
2026-02-10
14 min
Podcast by LRDCIP - Pour et Avec les CIP !!
Compte Professionnel de Prévention (C2P)
Podcast sur le C2P permet aux salariés exposés à des risques professionnels de cumuler des points. Ces points financent une reconversion, un temps partiel ou une retraite anticipée. L'employeur déclare l'exposition via la DSN, avec un plafond de 100 points pour protéger la santé.Pdf disponible sur le : lereperedescip.fr #lrdcip #lereperedescip #podcast #c2p #risquespro #insertion
2026-02-10
14 min
Podcast by LRDCIP
Compte Professionnel de Prévention (C2P)
Podcast sur le C2P permet aux salariés exposés à des risques professionnels de cumuler des points. Ces points financent une reconversion, un temps partiel ou une retraite anticipée. L'employeur déclare l'exposition via la DSN, avec un plafond de 100 points pour protéger la santé.Pdf disponible sur le : lereperedescip.fr #lrdcip #lereperedescip #podcast #c2p #risquespro #insertionTous droits réservés - Edition b LRDCIP - 2025lereperedescip.fr
2026-02-10
14 min
Rainmaker Multiplier On-Demand
Webinar Strategies for Financial Advisors: Engagement to Conversion
When 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...
2025-11-19
27 min
The Strategy and Leadership Podcast with Anthony C. Taylor
How AI Is Rewriting the Marketing Playbook with CMO Matt Seitz
How can organizations embrace AI to transform marketing without losing the human connection that drives trust and brand loyalty? In this episode of the Strategy and Leadership Podcast, Anthony Taylor speaks with Matt Seitz, Chief Marketing Officer and Partner at Prosperity Capital Advisors, as well as CMO of C2P Enterprises and JL Smith Holistic Wealth Management.Under Matt’s marketing leadership, JL Smith achieved 40% average annual growth from 2020 to 2024, C2P launched one of the industry’s first in-house marketing agencies for advisors, and Prosperity Capital Advisors now supports over 130 independent financial advisors nationwide. Recognized as a Th...
2025-11-04
22 min
Rainmaker Multiplier On-Demand
Working Every Lead: Systematic Follow-Up for Financial Advisors
Advisors 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...
2025-10-22
14 min
Rainmaker Multiplier On-Demand
Marketing Shifts That Matter: INBOUND Insights for Advisors Part 2
AI 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...
2025-10-08
20 min
Rainmaker Multiplier On-Demand
Marketing Shifts That Matter: INBOUND Insights for Advisors Part 1
Email 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...
2025-10-01
22 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
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
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
A Woman's Clarity®
Advising Women on Social Security: Essential Strategies Every Financial Advisor Should Know
For many women, Social Security represents their largest retirement asset. Join host Kirsten Schlumbohm and guests Ash Ahluwalia, CFP®, MBA, NSSA®, CSSCS, head of Security Planning at OneTeam Financial, and Julie Manning, RICP®, CFF, a top advisor at C2P and the founder and CEO of Keystone Wealth Management, as they unveil essential strategies for maximizing Social Security benefits for women. Learn practical approaches for incorporating Social Security planning into your practice, discover valuable resources for mastering this specialty, and gain insights into marketing these services to women clients. Whether your female clients are married, divorced, or widowed, this epi...
2024-11-06
39 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
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
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
A Woman's Clarity®
Creating change for Females in Finance: Sheryl Hickerson on Advancement and Allyship
70% of women prefer to work with female advisors. * Learn how to serve your female clients and their complex needs by creating a supportive and welcoming environment where female advisors can thrive. Join host Kirsten Schlumbohm and guest Sheryl Hickerson, CEO of Females and Finance and a pioneer in promoting diversity in financial services. Together they explore Sheryl's unexpected journey into the industry and her mission to empower women in finance and fintech. Throughout their engaging conversation, Sheryl offers valuable insights on building inclusive communities, effective strategies for engaging women in finance, and the future of the industry. She also...
2024-07-24
39 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
A Woman's Clarity®
Be Your Own Advocate: An Advisor's Journey to $42M AUM
How did an aspiring physical education teacher become a top-performing financial advisor with a thriving practice? Join host Kirsten Schlumbohm and guest Julie Manning, RICP®, CFF, a top advisor at C2P and founder and CEO of Keystone Wealth Management. Together they discuss Julie’s unexpected journey into financial services and how she built a successful practice focused on empowering women clients. Throughout their engaging conversation, Julie offers valuable insights on building client relationships, the power of empathy in financial advising, and the rewards of helping women achieve financial clarity. She also shares insights on maintaining work-life balance and adv...
2024-07-11
29 min
A Woman's Clarity®
Divorce Made Simple: Financial & Practical Advice from Amy Colton
Description: Divorce made simple sounds like an oxymoron but it’s possible with financial and emotional guidance! Host Kirsten Schlumbohm lets special guest, Amy Colton, MBA, CDFA, financial advisor and CEO and founder of Your Divorce Made Simple, explain how in this comprehensive episode. Amy shares her journey from the technology and aesthetics industries to becoming a financial advisor and divorce mediator. Passionate about advocating for women, she discusses the unique challenges women face during major life transitions such as divorce, and how her innovative approach helps them navigate these changes efficiently and amicably. Tune...
2024-06-26
35 min
A Woman's Clarity®
From Actuary To CFO: Lessons and Insights from Wendy Young
Supporting the advancement of women is crucial for making jobs in finance more accessible to women and being able to better serve the evolving needs of female clients. Join host Kirsten Schlumbohm and special guest, Wendy Young, Executive Vice President and Chief Financial Officer at F&G, for an inspiring conversation about championing women's success in financial services. From aspiring genetic counselor to Chief Risk Officer and eventual CFO, Wendy shares her unique leadership perspective on mentorship and fostering an inclusive culture that empowers women to thrive. She reveals strategies implemented at F&G to promote women into leadership...
2024-06-05
26 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
A Woman's Clarity®
Coaching Female Clients: Lisa Chenet's Top Tips for Women's Financial Planning
Women being more likely to outlive their husbands1 but less likely to be in charge of the finances in the relationship2, is a recipe for disaster. Help your female clients better plan for their future and well-being by empowering them to become active, informed participants in their financial lives. Join host Kirsten Schlumbohm, and special guest, Lisa Chenet , CFF®, BPC®, Vice President of Operations at CLP Financial Group, as they discuss Lisa’s holistic approach to coaching female clients with candor and real examples from her practice, Lisa strongly recommends factoring in retirement, health costs, legacy planning and more when...
2024-05-01
38 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
A Woman's Clarity®
Creating a More Inclusive Financial Services Industry Part 2
Trying to move up the ladder as a woman in financial services or offer support to those who are by fostering a more inclusive environment? Join Kirsten Schlumbohm and Lindsey Lewis, MBA, CHFC®, CFP®, Executive Director and Chair at The American College for the Center of Women in Financial Services, as they continue their insightful conversation about empowering women and minorities in the financial industry. In part two of this episode, she emphasizes the importance of education, mentorship, and understanding the diverse landscape of financial services roles. Lindsey also discusses her personal definition of success, which involves balancing different as...
2024-04-10
21 min
A Woman's Clarity®
Creating a More Inclusive Financial Services Industry Part 1
Whether you’re a woman trying to find your footing in the financial space or a firm looking to become more inclusive to female clients and employees, consider this: small changes lead to big results! Host Kirsten Schlumbohm engages with Lindsey Lewis, MBA, CHFC®, CFP®, Executive Director and Chair at The American College for the Center of Women in Financial Services, to shed light on enhancing diversity, equity, and inclusion in the financial sector. They explore Lindsey's journey from a finance professional to an academic leader, her innovative work at The American College, and the pressing need for more wome...
2024-04-03
25 min
A Woman's Clarity®
Be Your Own Advocate: Shaping a Successful Career in Finance
Explore the crucial role of women in finance and how to better serve female clients from one successful businesswoman to the next! Join host Kirsten Schlumbohm, VP of Annuity Sales at C2P, and 2023 Philadelphia Business Journal Woman of Influence winner, Amber Williams, CFA®, SVP. Williams, the Senior Vice President, Chief Sustainability Officer, and Head of Client Investment Strategies at Lincoln Financial Group, as they share empowering advice for women entering or navigating the financial industry. Amber’s story, from early career shifts to her current impactful work, offers valuable insights on embracing diverse paths in the financial services ind...
2024-03-20
31 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
A Woman's Clarity®
AWC Reflections: Overcoming Imposter Syndrome with Kelly Barnard
Imposter syndrome definition: The pattern of doubting one's own skills, talents, or accomplishments.In this episode of A Woman's Clarity, host Kirsten Schlumbohm is joined by Kelly Barnard, Life coach and recovering workaholic to discuss Imposter Syndrome, specifically, is it real and can we overcome it? Tune in as Kirsten and Kelly uncover the layers of this mental phenomenon for a real conversation on how it can affect our mindset and self-esteem as a working professional.
2024-02-20
37 min
A Woman's Clarity®
The Art of Connection: Networking Strategies for Financial Rainmakers
What does successful networking look like for those in the financial services industry, and why does it matter? It’s more than just attending a mixer and collecting business cards! Join Kirsten Schlumbohm, Vice President of Annuity Sales at C2P, and special guest Julie Pinkerton, CLU, ChFC, LUTCF®, Chief Executive Officer & Managing Member of Evozen. They discuss the importance of networking, becoming referable, and the unique challenges within the industry, particularly for women and minorities. Pinkerton shares her journey from starting in financial services to founding the ClientFirst™ platform, aimed at enhancing the visibility and success of financial profe...
2024-02-09
31 min
A Woman's Clarity®
1-Year Anniversary of A Woman’s Clarity: Empowerment Through Mentorship
It’s been one year of A Woman's Clarity and while there have been many esteemed guests sharing their expertise, we thought the best way to celebrate this milestone was to go back to the beginning. Kirsten Schlumbohm, VP of Annuity Sales at C2P, is joined by Mary Sterk, CFP® CPFA, CEO and owner of Sterk Financial Services, and Karin Alvarado, CFS, CPFA, Managing Partner at New Aspect Financial Services. Listen to discover how these guests found their unexpected paths to success in the industry and why they champion mentorship as a means to grow. Don't miss this ins...
2024-01-30
36 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
A Woman's Clarity®
Redefining Self-Worth: The Path to MoneyZen with Manisha Thakor
In a world of constant comparison and where many believe their self-worth is determined only by their net worth, it’s easy to feel like you can never measure up enough. Host Kirsten Schlumbohm, BPC, , is joined by Manisha Thakor, MBA, CFA, CFP®, founder and author of MoneyZen: The Secret to Finding Your “Enough," to challenge this problematic mindset and offer a liberating solution. Sharing insights from her book, Thakor emphasizes the importance of financial health and emotional wealth and how they can intersect to create a state of "MoneyZen." Through her journey of overcoming a “never-enough” toxic mindset in her ow...
2024-01-03
52 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 crucial...
2023-12-29
33 min
A Woman's Clarity®
Succession Planning: Empowering the Next Generation of Financial Advisors
Most financial advisory firm owners plan on an internal succession, but many delay the planning process, losing out on substantial profits and time saved both immediately and in the long run. Host Kirsten Schlumbohm, BPC, Vice President of Annuity Sales at C2P, and special guest, Kathryn, “Kem” Taylor, CBEC™, consultant at FP Transitions, team up to discuss the critical topic of timely succession planning. From G1 (founders) to G2 (next-generation owners) and even G3 advisors, they cover the challenges and opportunities of setting up a firm for lasting success. Taylor also highlights the importance of creating a clear career...
2023-12-12
29 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
A Woman's Clarity®
Serving the next generation: Teaching young adults financial literacy
Financial illiteracy is on the rise with the next generation of clients. Only 36% of Generation Z consider themselves financially literate compared to 48% of Millennials and 59% of Baby Boomers*. Fortunately, there are resources and programs available for these younger generations to improve their net worth and avoid the pitfalls that come from a lack of financial education and guidance. Host Kirsten Schlumbohm, Vice President of Annuity Sales at C2P, is joined by Joe'Mar Hooper, CEO of 3rd Decade, to discuss 3rd Decade's mission of providing financial education and mentoring to young adults aged 18-35. Listen to learn the power...
2023-11-14
34 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
A Woman's Clarity®
Coffee Break with C2P: Strategies to Financially Empower Divorcees and Widows
Although 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...
2023-11-06
30 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
A Woman's Clarity®
Protecting Her Legacy: The Role of Life Insurance for Women
Most 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...
2023-10-24
31 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
A Woman's Clarity®
Conversation Circles & Leveraging Your Centers of Influence
Conversation Circles are a powerful tool any financial advisor can leverage to uncover the values of their clients and prospects to offer a more personalized experience. When you host one of these small-group events featuring a structured conversation, you can build years’ worth of rapport in a short period of time. Having held over 100 Conversation Circles, Ashley Ilardo, Regional Director & Vice President of Dimensional Fund Advisors (DFA), and Mia Hanson, Associate at DFA’s Global Client Group, provide a crash course on hosting these events and making them authentic to your firm. In this special edition of A Woman’s Clar...
2023-09-26
43 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
Next Mile
Comprehensive Wealth Management Made Simple with Dave Alison
Episode 010: People seeking wealth management advice want clarity, not confusion. As individuals seek sound advice to navigate the intricate landscape of their financial futures, the focus is no longer on bombarding them with jargon or overwhelming them with exhaustive financial plan reports. Instead, it is forging a connection, understanding individual aspirations, and simplifying the process of achieving their financial goals.In this episode of Connected, Kyle is joined by Dave Alison, Founding Partner and President of C2P Enterprises and the Founder and CEO of Alison Wealth Management. Dave shares his journey into the wealth management industry...
2023-09-05
53 min
A Woman's Clarity®
Women & Wealth: How Community and Conversation Improves the Client Experience
All 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.
2023-08-08
00 min
A Woman's Clarity®
Long-Term Care Planning: Better Ways to Have the Talk and Engage Your Clients
In this episode of A Woman’s Clarity, listen as host Kirsten Schlumbohm, BPC, talks with Anthony “Tony” Engrassia, ChFC, LUTCF, CFF, President and CEO at Wealth Management Strategies; about his unique approach to asset-based long-term care planning, particularly as it relates to dementia and Alzheimer’s Disease. Tony has turned his personal experience with his father’s dementia and mother’s health troubles to inform his process when working with clients. His strategy? Have a human conversation that begins with emotions, then gets to the financial details. Resources from this episode: The 36-Hour Day: A Family Guide to Car...
2023-07-25
20 min
A Woman's Clarity®
How to Build a Dementia Care Plan & Team with Bill Cohen
It’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...
2023-07-18
59 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
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
A Woman's Clarity®
A Case for Mentorship
In this episode of A Woman's Clarity, host Kirsten Schlumbohm is joined by Kellan Brown, Senior Vice President Growth & Strategic Partnerships at Finance of America Reverse, and they discuss a case for mentorship. They dive into how mentorship can improve your bottom line, and help attract, maintain, and grow the next generation of financial advisors.
2023-05-17
43 min
A Woman's Clarity®
Imposter Syndrome
Imposter syndrome: The pattern of doubting one's own skills, talents, or accomplishments.In this episode of A Woman's Clarity, host Kirsten Schlumbohm is joined by Kelly Barnard, Life Coach & recovering Workaholic, and they discuss Imposter Syndrome: Is it real and can we overcome it? Tune in as Kirsten and Kelly dissect and peel back the layers of the syndrome and have a real conversation on how it can affect our mindset.
2023-05-03
36 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
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
Capstan Talk
Spécial Retraites : le compte professionnel de prévention (C2P)
Le Conseil constitutionnel doit rendre le vendredi 14 avril sa décision relative à la loi de financement rectificative de la sécurité sociale pour 2023, autrement dit la très médiatique loi portant réforme des retraites. Dans l'attente de cette décision, Capstan Avocats vous propose une série de podcasts revenant chaque jour sur l'un des aspects de cette loi. Épisode 13 : Le compte professionnel de prévention (C2P), en compagnie de Arnaud Martinon, Professeur en droit privé à l'Université Panthéon-Assas (Paris 2) et membre du Conseil scientifique de Capstan Avocats, et Matthieu Babin, avocat associé chez Ca...
2023-03-30
04 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
Coming to a Pro
C2P_GOLF178 HIP TURN & HIP SWAY ทำงานร่วมกันยังไง? (ไขความลับจาก 90 ล้านสวิง !)
HIP Turn อย่างเดียวไม่พอ ต้อง HIP Sway ด้วย นักกอล์ฟระดับโปรกับมือสมัครเล่นเคลื่อนสะโพกแตกต่างกันยังไง? มาหาคำตอบที่จากการศึกษาวงสวิงครั้งใหญ่ที่สุดจาก 90ล้านสวิง! กันครับ ติดตามฟังพอดแคสได้ที่ https://pdgolf.podbean.com/ Facebook : C2P_Golf Tiktok : Coming to a pro Spotify: Coming to a pro Podbean: Coming to a pro Apple podcast : Coming to a pro Reference & Credits GOLFTECH https://golfsciencelab.com/6-things-any-golfer-can-learn-from-the-largest-study-of-the-golf-swing-in-golf/ https://www.golfdigest.com/story/swing-by-numbers-new-study-unlocks-6-swing-secrets https://www.forbes.com/sites/bernardmarr/2016/07/15/how-big-data-unlocked-the-6-secrets-of-the-perfect-golf-swing/?sh=19c18c6e1ff8 https://medium.com/@raghav0278/what-is-big-data-and-why-is-it-important-15afe114b8b7 https://www.golfwrx.com/377904/golftecs-groundbreaking-study-shows-why-you-arent-a-pro-golfer/ https://hardzone.es/tutoriales/componentes/tamanos-memoria-megabyte-gigabyte-terabyte-petabyte/
2023-01-26
08 min
Coming to a Pro
C2P_GOLF176 3 สิ่งที่ผมอยากเล่า ”How i got 80!”
ออกรอบปีนึงไม่ถึง 20 ครั้ง! เวลาซ้อมก็ไม่มี แต่ทำไมยังพอที่จะตีกอล์ฟสกอร์ 39,41 ได้ 3 สิ่งที่ผมตกผลึกออกมาได้และอยากเล่าให้เพื่อนๆนักกอล์ฟได้ฟังกันครับ ติดตามฟังพอดแคสได้ที่ https://pdgolf.podbean.com/ Facebook : C2P_Golf Tiktok : Coming to a pro Spotify: Coming to a pro Podbean: Coming to a pro Apple podcast : Coming to a pro Reference : การออกรอบที่สนาม ทบ 1 วันเสาร์ที่ 3 ธค 2565
2023-01-23
11 min
Coming to a Pro
C2P_GOLF175 Hip Sway ณ จุดอิมแพค (ไขความลับจาก 90 ล้านสวิง !)
อะไรทำให้นักกอล์ฟมือใหม่ (High HCP) เคลื่อนสะโพกแตกต่างกับนักกอล์ฟมือดีเป็นอย่างมาก ? อีกหนึ่งในองค์ประกอบสำคัญของการมีวงสวิงที่ดี ที่ได้จากการถอดรหัสจาก 90ล้านวงสวิง! ติดตามฟังพอดแคสได้ที่ https://pdgolf.podbean.com/ Facebook : C2P_Golf Tiktok : Coming to a pro Spotify: Coming to a pro Podbean: Coming to a pro Apple podcast : Coming to a pro Video Credit Hip Sway at impact : GOLFTECH https://www.youtube.com/watch?v=X792msWIk7k Tiger FO : DSTGolf https://www.youtube.com/watch?v=Qiu_r9xZcRk Rory FO : Bernard Sheridan https://www.youtube.com/watch?v=_fn4Oe8p6LU Reference & Credits GOLFTECH & Swing TRU https://golfsciencelab.com/6-things-any-golfer-can-learn-from-the-largest-study-of-the-golf-swing-in-golf/ https://www.golfdigest.com/story/swing-by-numbers-new-study-unlocks-6-swing-secrets https://www.forbes.com/sites/bernardmarr/2016/07/15/how-big-data-unlocked-the-6-secrets-of-the-perfect
2023-01-22
08 min
Coming to a Pro
C2P_Golf 174 Tilt ไหล่ยังไง? ไขความลับจาก 90 ล้านสวิง !
6เคล็ดลับที่ได้การศึกษาวงสวิงครั้งใหญ่ที่สุด 90 ล้านสวิง ! มีอะไรให้เราเอาไปปรับใช้ได้บ้าง? ติดตามฟังพอดแคสได้ที่ https://pdgolf.podbean.com/ Facebook : C2P_Golf Tiktok : Coming to a pro Spotify: Coming to a pro Podbean: Coming to a pro Apple podcast : Coming to a pro Video Credit : GOLFTECH Video Credit : THE ART OF SIMPLE GOLF Video Credit : KERROD GRAY GOLF Video Credit : VISUAL GOLF Video Credit : ROLL YOUR ROCK Reference & Credits GOLFTECH https://golfsciencelab.com/6-things-any-golfer-can-learn-from-the-largest-study-of-the-golf-swing-in-golf/ https://www.golfdigest.com/story/swing-by-numbers-new-study-unlocks-6-swing-secrets https://www.forbes.com/sites/bernardmarr/2016/07/15/how-big-data-unlocked-the-6-secrets-of-the-perfect-golf-swing/?sh=19c18c6e1ff8 https://medium.com/@raghav0278/what-is-big-data-and-why-is-it-important-15afe114b8b7 https://www.golfwrx.com/377904/golftecs-groundbreaking-study-shows-why-you-arent-a-pro-golfer/
2022-11-30
08 min
Coming to a Pro
C2P_Golf 173 Hip Sway ทำงานยังไง? ไขความลับจาก 90 ล้านสวิง !
การศึกษาวงสวิงครั้งใหญ่ที่สุด 90 ล้านสวิง ! มีอะไรให้เราเอาไปปรับใช้ได้บ้าง? ติดตามฟังพอดแคสได้ที่ https://pdgolf.podbean.com/ Facebook : C2P_Golf Tiktok : Coming to a pro Spotify: Coming to a pro Podbean: Coming to a pro Apple podcast : Coming to a pro Reference & Credits GOLFTECH https://golfsciencelab.com/6-things-any-golfer-can-learn-from-the-largest-study-of-the-golf-swing-in-golf/ https://www.golfdigest.com/story/swing-by-numbers-new-study-unlocks-6-swing-secrets https://www.forbes.com/sites/bernardmarr/2016/07/15/how-big-data-unlocked-the-6-secrets-of-the-perfect-golf-swing/?sh=19c18c6e1ff8 https://medium.com/@raghav0278/what-is-big-data-and-why-is-it-important-15afe114b8b7 https://www.golfwrx.com/377904/golftecs-groundbreaking-study-shows-why-you-arent-a-pro-golfer/ https://hardzone.es/tutoriales/componentes/tamanos-memoria-megabyte-gigabyte-terabyte-petabyte/ https://www.youtube.com/watch?v=IFTPx2-v5XU
2022-11-12
08 min
Coming to a Pro
C2P_GOLF172 ถอดรหัส!วิธีการสร้าง Speed ของ Dr.Kwon (Part3)
อธิบายแบบโคตรละเอียด เพื่อให้เพื่อนๆ เข้าใจหลักการสร้างสปีดของ Dr.Kwon ผมให้ หลักกาารของ Dr.Kwon คือ Paradigm shift แห่งวงการกอล์ฟ Dr.Kwon ไม่ใช่โปรกอล์ฟ แต่เป็นผู้เชียวชาญด้าน Biomechanic แต่สามารถถอดรหัสจนทำให้วิธีการสร้างสปีดหัวไม้ได้ง่ายขึ้นจริงๆ การใช้ Torque ในการเพิ่มสปีดหัวไม้คืออะไร แล้วทำไมต้องสร้าง Torque ? การอธิบายหลักการสร้างสปีดแบบวิทยาศาสตร์ ที่ทุกคนจับต้องได้ ผมอยากให้เพื่อนๆ นักกอล์ฟได้รู้จัก หลักการสร้าง Torque เพื่อสร้างความเร็วหัวไม้ของ Dr.Kwon จริงๆ นะครับ Video & Photo Credit : Kwontum Physics_ Torque, Part I on Dr Kwon Golf https://www.dreamstime.com/lever-concept-archimedes-representation-image-contains-elements-furnished-nasa-image107128307 https://www.mikeraugh.org/Talks/UNM-2012-LawOfTheLever.pdf ติดตามฟังพอดแคสได้ที่ https://pdgolf.podbean.com/ Facebook : C2P_Golf Youtube : C2PGOLF Coming to a pro Tiktok : Coming to a pro Spotify: Coming to a pro Podbean: Coming to a pro Apple podcast : Coming to a pro
2022-11-11
23 min
Coming to a Pro
C2P_GOLF171 ถอดรหัส!วิธีการสร้าง Speed ของ Dr.Kwon (Part2)
การใช้ Torque ในการเพิ่มสปีดหัวไม้คืออะไร แล้วทำไมต้องสร้าง Torque ? การอธิบายหลักการสร้างสปีดแบบวิทยาศาสตร์ ที่ทุกคนจับต้องได้ ผมอยากให้เพื่อนๆ นักกอล์ฟได้รู้จัก หลักการสร้าง Torque เพื่อสร้างความเร็วหัวไม้ของ Dr.Kwon จริงๆ นะครับ Video & Photo Credit : Kwontum Physics_ Torque, Part I on Dr Kwon Golf https://www.dreamstime.com/lever-concept-archimedes-representation-image-contains-elements-furnished-nasa-image107128307 https://www.mikeraugh.org/Talks/UNM-2012-LawOfTheLever.pdf Keyword. ติดตามฟังพอดแคสได้ที่ https://pdgolf.podbean.com/ Facebook : C2P_Golf Tiktok : Coming to a pro Spotify: Coming to a pro Podbean: Coming to a pro Apple podcast : Coming to a pro
2022-11-10
17 min
Coming to a Pro
C2P_GOLF170 เฉลย!วิธีการสร้าง Speed ของ Dr.Kwon (Part1)
การใช้ Torque ในการเพิ่มสปีดหัวไม้คืออะไร แล้วทำไมต้องสร้าง Torque ? การอธิบายหลักการสร้างสปีดแบบวิทยาศาสตร์ ที่ทุกคนจับต้องได้ ผมอยากให้เพื่อนๆ นักกอล์ฟได้รู้จัก หลักการสร้าง Torque เพื่อสร้างความเร็วหัวไม้ของ Dr.Kwon จริงๆ นะครับ ติดตามฟังพอดแคสได้ที่ https://pdgolf.podbean.com/ Facebook : C2P_Golf Tiktok : Coming to a pro Spotify: Coming to a pro Podbean: Coming to a pro Apple podcast : Coming to a pro
2022-11-09
20 min
Coming to a Pro
C2P_Golf169 - มาฝึกตั้งคำถาม เพื่อการพัฒนาเกมส์กอล์ฟ จะได้ไม่เสียเวลา และไม่หลงทาง
สวิงทิป บนโลกออนไลน์มีเป็นล้านๆ อย่างให้เลือกเสพ...เราจะรู้ได้ไงว่า อันไหนเหมาะกับเรา มาฝึกตั้งคำถาม เพื่อการพัฒนาเกมส์กอล์ฟ จะได้ไม่เสียเวลา และไม่หลงทาง ติดตามฟังพอดแคสได้ที่ https://pdgolf.podbean.com/ Facebook : C2P_Golf Tiktok : Coming to a pro Spotify: Coming to a pro Podbean: Coming to a pro Apple podcast : Coming to a pro
2022-09-26
14 min
Coming to a Pro
C2P_GOLF168 -Design Thinking ทำให้เรามีความกล้าทำอะไรใหม่ๆ
ใครที่มี idea ใหม่ๆแต่ไม่มีความกล้า ได้แต่คิด คิด คิด อยู่ในหัว ลองเอาวิธีการ ที่ชื่อว่า Design Thinking ไปทดลองใช้ดูครับ น่าจะเป็น วิธีดีๆ ที่ทำให้เรามีความกล้าในการทำอะไรใหม่ ๆ Design Thinking คือ Mindset ที่ผมเอาไปปรับใช้ในชีวิตการทำงาน การเล่นกอล์ฟ ได้เป็นอย่างดี อยากให้เพื่อนๆลองฟัง แล้วเอาไปปรับใช้กันครับ ติดตามฟังพอดแคสได้ที่ https://pdgolf.podbean.com/ Facebook : C2P_Golf Tiktok : Coming to a pro Spotify: Coming to a pro Podbean: Coming to a pro Apple podcast : Coming to a pro
2022-09-10
17 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
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
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
Coming to a Pro
C2P_GOLF167 -Design Thinkingเอาไว้ทำอะไรกันแน่Part 1/2
Design Thinking เหมาะกับใคร เอาไว้ทำอะไรกันแน่ มาทำความเข้าใจแล้วเอาไปใช้ให้เกิดประโยชน์กัน Design Thinking คือ Mindset ที่ผมเอาไปปรับใช้ในชีวิตการทำงาน การเล่นกอล์ฟ ได้เป็นอย่างดี อยากให้เพื่อนๆลองฟัง แล้วเอาไปปรับใช้กันครับ ติดตามฟังพอดแคสได้ที่ https://pdgolf.podbean.com/ Facebook : C2P_Golf Tiktok : Coming to a a pro Spotify: Coming to a pro Podbean: Coming to a pro Apple podcast : Coming to a pro
2022-08-30
18 min
Coming to a Pro
C2P_GOLF166 คิดช้า หรือ คิดเร็ว คิดแบบไหนดีต่อการเล่นกอล์ฟ?
ระบบความคิด แบบ System 1 กับ System2 จะช่วยให้คุณตัดสินใจได้ดีขึ้น เนื้อหาดีดี จากหนังสือ Thinking fast and slow และ Be a player จะช่วยให้กระบวนการวางแผนและการเล่นกอล์ฟของคุณให้ดีขึ้น ตามสไตล์ Coming to a pro podcast . ติดตามฟังพอดแคสได้ที่ https://pdgolf.podbean.com/ Facebook : C2P_Golf Tiktok : Coming to a a pro Spotify: Coming to a pro Podbean: Coming to a pro Apple podcast : Coming to a pro
2022-08-19
16 min
Coming to a Pro
C2P_Golf165อยากเก่งกอล์ฟต้องเข้า Cognitive Neuroscience
สมองคือส่วนที่สำคัญที่สุด...ยิ่งเข้าใจการทำงาน...ผลงานกอล์ฟยิ่งดีขึ้น. เนื้อหาลึกๆ แบบวิทยาศาสตร์ตามสไตล์ Coming to a pro podcast. ติดตามฟังพอดแคสตอนเก่าๆได้ที่ https://pdgolf.podbean.com/ Facebook : C2P_Golf Tiktok : Coming to a a pro Spotify: Coming to a pro Podbean: Coming to a pro Apple podcast : Coming to a pro
2022-08-18
12 min
Coming to a Pro
C2P_GOlf164 - รีวิวหนังสือ Your Inner golf guru
หนังสือกอล์ฟที่ไม่มีเคล็ดลับและสวิงทิปใดๆ...แต่เป็นหนังสือกอล์ฟที่โคตรดี!! ใครอยากหาเส้นทางการเล่นกอล์ฟด้วยตัวเอง...ไม่ควรพลาดเล่มนี้ครับ . . . ติดตามฟังพอดแคสตอนเก่าๆได้ที่ https://pdgolf.podbean.com/ Facebook : C2P_Golf Tiktok : Coming to a a pro Spotify: Coming to a pro Podbean: Coming to a pro Apple podcast : Coming to a pro
2022-08-11
17 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: 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: 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 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 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: 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: 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
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
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
ITNEWS-LAT
Episodio 198 - 08/05 Bancaribe ofrece C2P con Neerü de Suiche7B
El pago móvil interbancario se transforma para ofrecer una nueva experiencia con la facilidad de cobro de Comercio a Persona (C2P); la nueva modalidad de Mi Pago Bancaribe, un servicio en alianza con Neerü de Suiche7B, que permite a los clientes jurídicos recibir pagos sin punto de venta. “Nos adaptamos a este nuevo método de pago, brindando a los comercios afiliados a Bancaribe soluciones C2P. De esta forma no solo tendrá la facilidad de utilizar Neerü de Suiche7B, sino también, una API Management o el uso de otros integradores como: Novared, Megasoft...
2021-05-08
23 min
Coming to a Pro
C2P_Golf95 สะโพกหมุนยัง? ณ จุดอิมแพค?
รู้หรือไม่ จากการศึกษาวงสวิงของโปร ณ จุดอิมแพค โปรเคลื่อนสะโพกข้างหน้าเทียบกับจุด Address ได้ที่ 1.6 นิ้วเลย! C2P_Golf.
2021-01-09
14 min
Coming to a Pro
C2P_Golf94 - ซ้อมน้อยเบรก 80! (ตอนพิเศษ)
ห่างหายไปนานพอสมควรกลับการเบรก 80 ตอนนี้ขอแชร์เทคนิคในการเบรก80 สำหรับคนที่มีเวลาซ้อมน้อยกันครับ #C2P_Golf #Coming_To_A_Pro_Podcast
2020-10-18
24 min