Rainmaker Multiplier On-Demand

Rainmaker Multiplier On-Demand

Developed by Jason L Smith, this podcast takes you through strategies for multiplying your revenue, net profit, lines of business, capabilities, efficiencies, most valuable relationships, and top producers — your rainmakers. Join our rotating host lineup for exclusive insights on everything from str...

Lead Follow-Up for Financial Advisors Part 2
Rainmaker Multiplier On-Demand
Lead Follow-Up for Financial Advisors Part 2

Recent Episodes

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July 1, 2026

Lead Follow-Up for Financial Advisors Part 2

The event went great and everyone got their questions answered. So why is your calendar still empty? In part two of this episode on lead follow up, host Matt Seitz, Chief Marketing Officer and returning guest Andrei Henson, Advisor Growth Specialist at Prosperity Capital Advisors, dig into the planning that has to happen before the event if you want real ROI after it. From speed to lead to the follow-up call that gets people to book, this one is built to help you stop leaving opportunities on th
199
May 27, 2026

Lead Follow-Up for Financial Advisors: Speed, Skills, and Consistency

Are you generating leads but struggling to move them forward? The problem often starts earlier than you think. Join host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors and C2P, as he sits down with Andrei Henson, Advisor Growth Specialist at Prosperity Capital Advisors at C2P, for a practical conversation on what effective lead response requires. Together, they break down why so many advisors stall out after the first interaction, what it takes to build real momentum with pro
198
April 29, 2026

How to Get More Client Referrals as a Financial Advisor

Many advisors assume that if a client wants to refer someone, they will. That assumption could be costing you. Join host Kirsten Schlumbohm, Senior Vice President and Head of Sales Support and Relationship Management at Prosperity Capital Advisors and C2P, as she sits down with Gina Pellegrini, mentor and partner at C2P and founder of Pellegrini Team Consulting. With more than 40 years of experience coaching advisory teams, Gina brings a practical, no-nonsense perspective to one of the most unde
197
April 15, 2026

From Meta Ads to Live Events: Lead Generation for Financial Advisors

Are you putting money into Meta ads, following up on leads, and doing what you're supposed to do, but not getting results? In this episode, host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, sits down with his colleague, Cary Chaitoff, Vice President of Marketing, to talk through what factors are driving advisor marketing results right now. From how Meta has changed the way it delivers ads, to the full arc of a lead funnel from guides to live events, to the follow-up proces
196
Feb. 18, 2026

Lead Generation Systems for Financial Advisors: Build Better Follow-Up

If you invest in lead generation, prospects may download guides, register for webinars, and raise their hands, but what happens next? Join host Matt Seitz, Chief Marketing Officer, as he sits down with Owen Brodhead, Digital Marketing Manager of C2P and Prosperity Capital Advisors, to explore the critical systems that turn interested prospects into scheduled conversations. Discover how to build clean lead flows matched to prospect intent, why speed to lead matters more than you think, and how br
195
Feb. 11, 2026

Scaling Your Advisory Brand Beyond Yourself with Claire Dowdall

Scaling your advisory practice requires a fundamental shift: moving from being the brand to building a brand that can thrive without you. In this episode, host Matt Seitz, Chief Marketing Officer at C2P and Prosperity Capital Advisors, sits down with Claire Dowdall, Director of Brand at Exactly What to Say, to explore how financial advisors can intentionally grow their business brand while maintaining the trust and authenticity clients expect. Claire shares insights from scaling Phil M Jones’, b