Rainmaker Multiplier On-Demand

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

15 Apr 2026

Contributed by Lukas

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 ...

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

18 Feb 2026

Contributed by Lukas

If you invest in lead generation, prospects may download guides, register for webinars, and raise their hands, but what happens next? Join host Matt S...

Scaling Your Advisory Brand Beyond Yourself with Claire Dowdall

11 Feb 2026

Contributed by Lukas

Scaling your advisory practice requires a fundamental shift: moving from being the brand to building a brand that can thrive without you. In this epis...

How AI Tools Are Changing Marketing for Financial Advisors

28 Jan 2026

Contributed by Lukas

AI tools have moved from experimental to critical in financial services marketing. Join guest host, Dustin Anaas, Compliance Analyst at Prosperity Cap...

How Financial Advisors Can Win Back Time Using AI Part 2

14 Jan 2026

Contributed by Lukas

You've poked around with ChatGPT, saved a few prompts, and told yourself you're using AI. But experiments don't create habits, and without habits you'...

How Financial Advisors Can Win Back Time Using AI

29 Dec 2025

Contributed by Lukas

You've watched the AI demos, signed up for the newsletters, and told yourself you're staying on top of this technology. But staying in learning mode h...

AI Compliance and Setup Strategy for Financial Advisors

03 Dec 2025

Contributed by Lukas

How you prepare your organization to use AI determines whether it becomes a productivity tool or another piece of abandoned software. Join host Kirste...

Webinar Strategies for Financial Advisors: Engagement to Conversion

19 Nov 2025

Contributed by Lukas

When it comes to webinars, many advisors focus solely on the handful who attend live while leaving the majority of registrants completely unworked. If...

Converting Digital Leads: AI and Marketing Automation for Advisors

05 Nov 2025

Contributed by Lukas

Converting digital leads into clients remains one of the biggest challenges facing financial advisors today, especially with the likelihood that the s...

Working Every Lead: Systematic Follow-Up for Financial Advisors

22 Oct 2025

Contributed by Lukas

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, acco...

Marketing Shifts That Matter: INBOUND Insights for Advisors Part 2

08 Oct 2025

Contributed by Lukas

AI search is fundamentally changing how prospects discover advisors, and the content strategies that worked six months ago are already obsolete. Join ...

Marketing Shifts That Matter: INBOUND Insights for Advisors Part 1

01 Oct 2025

Contributed by Lukas

Email marketing is evolving rapidly as Apple introduces new priority placement algorithms and AI search engines reshape how prospects find advisors—...

Evaluating M&A Opportunities: Essential Questions for Advisors

17 Sep 2025

Contributed by Lukas

Mergers & Acquisitions (M&A) headlines and aggregator emails fill our inboxes daily, with deals focused on multiples and valuations. But the f...

Building Advisory Platforms Beyond AUM: The Michael Kitces Story

10 Sep 2025

Contributed by Lukas

We've all encountered moments in our careers where we question whether we're maximizing our impact. Discover how one of the industry's most recognized...

OB3 Strategies: Leveraging Tax Reform to Scale Your Advisory Practice

03 Sep 2025

Contributed by Lukas

The 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...

How Advisory Firms Build Team-First Compensation Models That Motivate

27 Aug 2025

Contributed by Lukas

Building the right compensation strategy is one of the most critical investments advisory firms make—after all, people are often your largest expens...

Website Design & SEO Essentials for Financial Advisors

13 Aug 2025

Contributed by Lukas

Your website is often the first thing prospects see in their search for a financial advisor. You have to make your first impression count if you want ...

Leveraging AI to Lead and Scale: Strategic Applications for Advisors Pt 2

30 Jul 2025

Contributed by Lukas

Are you ready to unlock AI's true strategic potential? Most advisors are stuck using AI for basic tasks, but the real transformation happens when you ...

Leveraging AI to Lead and Scale: Strategic Applications for Advisors Pt 1

23 Jul 2025

Contributed by Lukas

If you’re still using AI for basic tasks like writing emails or taking notes, you’re missing the real opportunity. You could be using AI to help ...

Stop Competing, Start Differentiating: Marketing for Financial Advisors

03 Jul 2025

Contributed by Lukas

Standing out in today's saturated financial services market requires more than just being better—it demands being authentically different. Join host...

How to Build and Scale a Mission-Driven Advisory Practice

26 Jun 2025

Contributed by Lukas

What does it really take to scale your organization without compromising your mission? Join host Kirsten Schlumbohm, Vice President, Head of Annuity S...

Creating change for Females in Finance: Sheryl Hickerson on Advancement and Allyship

19 Jun 2025

Contributed by Lukas

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 welcom...

Know Your Numbers: Pipeline Tracking for Advisors

12 Jun 2025

Contributed by Lukas

Transform your marketing-to-sales pipeline with proven tracking strategies that drive real results. Join host Matt Seitz, Chief Marketing Officer at C...

Creating Purpose-Driven Profitability: Business Growth for Advisors

05 Jun 2025

Contributed by Lukas

Financial success on paper doesn't always translate to personal fulfillment or sustainable business growth. Join guest host Kirsten Schlumbohm, Vice P...

The Efficient Advisor: How to Build a Referral-Driven Practice

29 May 2025

Contributed by Lukas

What if you could triple your hourly rate, become 100% referral-only, and cut your working hours by two-thirds—all within three years? Join host Mat...

Multiply Your Impact: Effective Leadership Skills for Financial Advisors

22 May 2025

Contributed by Lukas

Discover practical leadership strategies to help you build a more engaged, productive team while avoiding burnout. Join host Matt Seitz, Chief Marketi...

Behind The Rainmaker Multiplier Book: The Self-Sustainable Success Story

15 May 2025

Contributed by Lukas

Building a business that thrives with or without your presence is the ultimate test of sustainable success. In this final episode of our short series ...

Behind The Rainmaker Multiplier Book: Building Your Dream Team

08 May 2025

Contributed by Lukas

Identifying, developing, and empowering the right people can make all the difference in building a thriving financial practice. Take it from Jason L S...

Behind The Rainmaker Multiplier Book: The Bucket Plan® Breakthrough

01 May 2025

Contributed by Lukas

Discover the origins of the holistic approach that has become the backbone of Jason L Smith’s success formula and now book for financial advisors na...

Behind The Rainmaker Multiplier Book: The Making of a Rainmaker

24 Apr 2025

Contributed by Lukas

In this enlightening episode, we continue our behind-the-scenes exploration of Jason L Smith’s book, The Rainmaker Multiplier: How to Create a Self...

Behind The Rainmaker Multiplier Book: The Why

17 Apr 2025

Contributed by Lukas

If something happened today, would your business sustain your family or your legacy without you? In this special episode, C2P's Chief Marketing Office...

The Art of Connection: Networking Strategies for Financial Rainmakers

10 Apr 2025

Contributed by Lukas

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 mixe...

Supercharge Your Firm's Growth with Accountability Charts

02 Apr 2025

Contributed by Lukas

Who handles lead generation? Who's responsible for client onboarding? Many advisors struggle with overlapping responsibilities and unclear ownership a...

AI-Powered Content Creation: Compliance and Best Practices for Advisors

27 Mar 2025

Contributed by Lukas

AI usage is becoming increasingly popular in our industry and for good reasons, with 73% of businesses reporting increased productivity after AI adopt...

Getting Ahead as A Female Advisor: Putting Your Health First

20 Mar 2025

Contributed by Lukas

While many holistic advisors may excel at creating comprehensive plans for clients' long-term care, health insurance, and retirement lifestyle needs, ...

Helping Women in Finance Build Networks and Career Paths

13 Mar 2025

Contributed by Lukas

Despite decades of diversity initiatives, women represent only 20-25% of financial professionals. In this forum by A Woman’s Clarity®, host Kirsten...

AI For Advisors: How to Boost Efficiency and Closing Ratios with Zocks

06 Mar 2025

Contributed by Lukas

Discover how implementing Zocks AI platform for financial advisors can transform your practice by streamlining client meetings, improving documentatio...

Overcoming Imposter Syndrome with Kelly Barnard

27 Feb 2025

Contributed by Lukas

If you’re an accomplished professional who often doubts your abilities or achievements, you’re probably experiencing a condition referred to as Im...

Mastering Email Marketing: Strategies to Connect, Nurture, and Convert

20 Feb 2025

Contributed by Lukas

Discover why timing, patience, and personalization are the true keys to email marketing success in financial services. In this episode, host Matt Seit...

Maximizing Marketing ROI: How Financial Advisors Can Make the Most of Their Marketing Spend

13 Feb 2025

Contributed by Lukas

When 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 spen...

Creating a More Inclusive Financial Services Industry Part 2

06 Feb 2025

Contributed by Lukas

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 Kirste...

Creating a More Inclusive Financial Services Industry Part 1

30 Jan 2025

Contributed by Lukas

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...

Converting Culture into Growth: How Elite Financial Advisors Create High-Performing Teams

23 Jan 2025

Contributed by Lukas

A strong team culture can significantly enhance your practice's productivity and retention. But how do you build one that attracts top performers and ...

Growing Your Practice with Strategic Goal Setting: A Financial Advisor's Guide To Success

16 Jan 2025

Contributed by Lukas

Start your year with a proven approach to setting and achieving meaningful practice goals. Learn time-tested methods for turning vision into reality i...

AI Prompting 101: A Financial Advisor's Guide to Better Results

09 Jan 2025

Contributed by Lukas

Looking 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 Smi...

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

02 Jan 2025

Contributed by Lukas

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 top...

Email Marketing for Financial Advisors: How To Nurture Leads And Practice Growth

19 Dec 2024

Contributed by Lukas

Trying to leverage email marketing to follow up with leads? Learn how to harness the untapped potential of email marketing to captivate prospects, cul...

Philanthropic Marketing for Financial Advisors: How to Showcase Your Community Impact Authentically

21 Nov 2024

Contributed by Lukas

Looking for ways to showcase your firm's community impact with purpose and authenticity? Whether you're just starting your philanthropic journey or lo...

Navigating SEC Marketing Rules: A Financial Advisor's Guide to Compliance

07 Nov 2024

Contributed by Lukas

Struggling to navigate the increasingly complex world of SEC marketing regulations? Join host Matt Seitz, Chief Marketing Officer at C2P and C2P compl...

Differentiating Your Advisory Practice by Marketing Your Authenticity

31 Oct 2024

Contributed by Lukas

Are your traditional marketing approaches failing to attract new ideal clients? Join host Matt Seitz, CMO at C2P, and guest Alanah Phillips, founder o...

Strategic Client Gift-Giving: How Top Advisory Firms Create Memorable Client Experiences

24 Oct 2024

Contributed by Lukas

Trying to streamline your current gift-giving process? Or discover fresh ideas to enhance your client relationships? Join guest host Kirsten Schlumboh...

Marketing For Financial Advisors: Insights From INBOUND Conference

16 Oct 2024

Contributed by Lukas

Struggling to keep up with the latest marketing strategies? Join host Matt Seitz, Chief Marketing Officer at C2P, and guest Missy Shermer, Senior Digi...

Unpacking the Impact of Management Styles on Team Performance and Development

09 Oct 2024

Contributed by Lukas

Is 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...

Unifying & Cross-Selling for Success: How to Develop and Scale an Ensemble Practice

03 Oct 2024

Contributed by Lukas

The key to new business acquisition isn’t the newest seminar strategy or social media post — it’s growing your revenue within your existing clie...

Coloring Inside the Lines: Compliant Content Creation Best Practices for Financial Advisors

25 Sep 2024

Contributed by Lukas

As a financial advisor, compliance and content creation go hand in hand. In this insightful episode, host and Chief Marketing Officer of C2P and Prosp...

Building a Thriving Practice Through Mentorship & Thought Leadership│Part 2

18 Sep 2024

Contributed by Lukas

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 ...

Lead Generation Through Video Creation: Top YouTube & Facebook Marketing Tips for Financial Advisors

12 Sep 2024

Contributed by Lukas

Video marketing dominates the digital landscape, with 90% of businesses using it and 70% of non-users planning to adopt it in 2024*. Discover best pra...

Building an Authentic, Successful Brand: Lessons from an Advisor and Author

04 Sep 2024

Contributed by Lukas

Prospects often research financial advisors before seeking advice. Standing out as a thought leader can make you their top choice. Join host Matt Seit...

AI for Financial Advisors: How to leverage AI as a strategic thought partner

28 Aug 2024

Contributed by Lukas

Discover how artificial intelligence (AI) can transform your business by giving you the opportunity to focus your strategic efforts where it matters m...

Don't Waste Your Money: How to Efficiently Follow Up on Leads as a Financial Advisor

22 Aug 2024

Contributed by Lukas

Struggling to convert leads into clients for your financial advisory firm? Discover how implementing effective lead nurturing strategies can help you ...

Recruiting the Next Generation: Creating Effective Financial Advisor Internship

15 Aug 2024

Contributed by Lukas

Struggling to find and develop new talent for your financial advisory firm? Discover how implementing an internship program can transform your busines...

Training Up the Next Generation: Leveraging Learning Management Systems in Financial Advisory Firms

08 Aug 2024

Contributed by Lukas

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...

Video Marketing Tips From Top Producers: How to Engage and Grow Your Client Base

01 Aug 2024

Contributed by Lukas

Discover how video marketing can transform your financial advisory practice with host Cary Chaitoff, Vice President of Marketing at The Agency at C2P,...

Broker-Dealer Breakups: Alanah Phillips on Transitioning to RIA Models

17 Jul 2024

Contributed by Lukas

As 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 ...

Coffee Break with C2P: Building a Thriving Practice Through Mentorship & Thought Leadership

15 Jul 2024

Contributed by Lukas

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 successf...

Maximizing Your Potential as a Financial Advisor with The Miracle Morning

10 Jul 2024

Contributed by Lukas

Maximizing Your PotenTransforming your business may require transforming yourself…starting with a morning routine. Join host Matt Seitz, Chief Marke...

Mastering Lead Generation and Conversion In An Evolving Landscape, Part 2

03 Jul 2024

Contributed by Lukas

One reason lead generation strategies appear to be down across the board in our industry is because the market is becoming saturated with the same mes...

Boosting Engagement and Referrals With Creative Client Events

27 Jun 2024

Contributed by Lukas

Your clients can be your biggest cheerleaders. Giving them a special event experience to remember, brag about, and bring a friend to, is a great way t...

Mastering Lead Generation and Conversion In An Evolving Landscape, Part 1

18 Jun 2024

Contributed by Lukas

Lead generation strategies appear to be down across the board in our industry. Does this mean they no longer work? Not necessarily. Join host Matt Sei...

Calculating the Cost Of Servicing Small Accounts And Setting Smart Minimums

12 Jun 2024

Contributed by Lukas

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

29 May 2024

Contributed by Lukas

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

Cultivating Connections: Key Lead Generation Strategies For Financial Advisors

14 May 2024

Contributed by Lukas

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 r...

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

08 May 2024

Contributed by Lukas

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

23 Apr 2024

Contributed by Lukas

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 m...

The Tax Management Journey® Preview: Advanced Life Insurance Strategies for Tax Efficiency

09 Apr 2024

Contributed by Lukas

Are you looking to enhance your practice with innovative, tax-efficient solutions? Life insurance may be the answer! Join Kalem Mackey, CFP®, BPC, Ex...

The Teamwork Movement: Redefining Practice Management Beyond Career Paths

26 Mar 2024

Contributed by Lukas

Advisors aren’t the only critical elements to a thriving practice. Successful advisory firms also use strategies and resources that help boost their...

From Introductions to Impact: How To Secure Referrals With Ease

19 Mar 2024

Contributed by Lukas

Are you one of the 88% of advisors who don’t ask your clients for referrals, despite it making up 88% of your new business?* Learn how to enhance yo...

The Art of Influence: How to Build Reliable COI Networks

11 Mar 2024

Contributed by Lukas

The most successful businesses have close relationships with centers of influence (COI) — well-connected people or groups that can boost your reputa...

Financial Advisor Speaking Tips: Workshops, Webinars, & Beyond, Part 2

06 Mar 2024

Contributed by Lukas

Anyone or advisor can deliver a presentation, it’s how you deliver that presentation that makes all the difference. Join host Matt Seitz, Chief Mark...

Financial Advisor Speaking Tips: Workshops, Webinars, & Beyond, Part 1

27 Feb 2024

Contributed by Lukas

Are you comfortable meeting with clients and prospects but lack confidence when hosting in-person or online events? Host Matt Seitz, Chief Marketing O...

Coffee Break with C2P: Hiring support staff to propel your success

26 Feb 2024

Contributed by Lukas

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 an...

Financial Workshop Hosting Tips to Win More Clients

20 Feb 2024

Contributed by Lukas

If you’re interested in hosting educational events on topics like taxes in retirement and Social Security to generate leads, this podcast is for you...

How Financial Advisors Can Drive Traffic and Boost Conversions, Part 2

13 Feb 2024

Contributed by Lukas

If you’re wondering how you can leverage the latest in digital marketing to drive your financial practice forward, you have to understand how and wh...

How to Generate Leads and Boost Credibility With a Podcast

06 Feb 2024

Contributed by Lukas

Almost 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 prov...

Clients for Life: The Impact of Tax Planning Management

29 Jan 2024

Contributed by Lukas

When financial services are separate, it is as inconvenient for clients as it is costly to go to multiple specialists. By integrating financial, inves...

The Branding Blueprint: Essential Tips for Creating a Standout Brand

24 Jan 2024

Contributed by Lukas

A strong brand attracts clients and serves as a solid foundation for your marketing efforts. Join host Matt Seitz, Chief Marketing Officer at C2P, and...

Coffee Break with C2P: How Financial Advisors Can Drive Traffic and Boost Conversions, Part 1

22 Jan 2024

Contributed by Lukas

Do you struggle to keep your marketing up to date and consistently develop content that resonates with potential clients? In this Coffee Break with C2...

Mapping your Goals for 2024

09 Jan 2024

Contributed by Lukas

Whether it’s to hire a new paraplanner, increase your lead generation efforts, or anything in between — setting specific, realistic goals for the ...

C2P's Top 3 Podcasts of 2023!

29 Dec 2023

Contributed by Lukas

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 ...

Coffee Break with C2P: How to Provide 5-Star Client Service

04 Dec 2023

Contributed by Lukas

Providing quality service is a great opportunity to differentiate your firm, retain business, and stimulate referrals to fuel your practice’s growth...

Coffee Break with C2P: Optimizing Your Financial Advisor Ads on Social Media

13 Nov 2023

Contributed by Lukas

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 kn...

Sustainable Practice Success, Part 2: Organic Business Development

07 Nov 2023

Contributed by Lukas

For most successful advisory firms, business development is less of a stand-alone process and more about helping attract advisors who provide quality ...

Sustainable Practice Success, Part 1: Career Path & Compensation Models

31 Oct 2023

Contributed by Lukas

Whether you're just starting in financial services or are a seasoned pro, every professional needs a strong team and sound internal structure to grow ...

The Dos & Don’ts of Marketing for Financial Advisors: A Compliance Perspective

23 Oct 2023

Contributed by Lukas

Any holistic financial advisor who reports to the U.S. Securities and Exchange Commission (SEC) is familiar with having content reviewed by a complian...

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

16 Oct 2023

Contributed by Lukas

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

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

10 Oct 2023

Contributed by Lukas

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 top...

Coffee Break with C2P: Creative Ways To Show Client Appreciation

06 Oct 2023

Contributed by Lukas

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

18 Sep 2023

Contributed by Lukas

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

13 Sep 2023

Contributed by Lukas

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 generat...

Coffee Break with C2P: Life Insurance Awareness Month: helping clients understand it’s true value

11 Sep 2023

Contributed by Lukas

Life insurance carries many misconceptions today that may prevent your clients from purchasing coverage, and many who want to take advantage of its be...