Rainmaker Multiplier On-Demand

Recent Episodes

Calculating the Cost Of Servicing Small Accounts And Setting Smart Minimums

Posted June 12, 2024 • 00:14:55

There will come a time when continuing to serve the needs of smaller accounts or those outside of your target audience will no longer serve the needs...

Coffee Break with C2P: Debunking Annuity Myths to Overcome Client Objections

Posted May 29, 2024 • 00:25:43

Despite providing a reliable stream of retirement income, few clients may purchase annuities due to common misconceptions. Help them make informed decisions...

Cultivating Connections: Key Lead Generation Strategies For Financial Advisors

Posted May 14, 2024 • 00:28:15

Just like you don’t ask your date to marry you on your first meeting, you can’t expect new leads to become engaged clients without cultivating a...

11-Star Customer Service: The Key to Building Lasting Client Connections

Posted May 8, 2024 • 00:31:58

There’s no shortage of financial advisors but there is a shortage of financial advisors who prioritize exceptional client service. Providing 11-star...

Quarterly Reflections: Setting and Achieving Goals After Tax Season

Posted April 23, 2024 • 00:26:45

You survived tax season, now what? Hear distinguished advisors reflect on the challenges and goals of the past quarter and how they stay on track to...