Rainmaker Multiplier On-Demand

Recent Episodes

Coffee Break with C2P: Email Marketing Tips and Insights to Boost Engagement

Posted October 16, 2023 • 00:28:37

Email marketing is a powerful tool financial advisors should leverage to engage and nurture relationships with their centers of influence, current clients,...

The Medicare Specialist Advantage: A Value-Add for Your Clients and Firm

Posted October 10, 2023 • 00:33:17

With 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...

Coffee Break with C2P: Creative Ways To Show Client Appreciation

Posted October 6, 2023 • 00:28:24

In this Coffee Break episode hosted by Matt Seitz, Chief Marketing Officer at C2P, we discuss client appreciation gifts, events, and community service...

Coffee Break with C2P: Strategies & Tools to Identify Your Future Rainmaker

Posted September 18, 2023 • 00:28:22

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,...

The Power of the Virtual Assistant: Leveraging Team and Tech to Help Your Business Thrive

Posted September 13, 2023 • 00:43:30

Time 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...