Rainmaker Multiplier On-Demand
Episodes
Coffee Break with C2P: Uncover Gold with a Process to Turn Prospects into Clients
01 Sep 2023
Contributed by Lukas
You probably have more prospects in your CRM than you think — but prospects only turn into opportunities if you go after them! Hear host Gina Pelleg...
Chat GPT for Financial Advisors, Part 2: Save Time and Generate Marketing Content with AI
30 Aug 2023
Contributed by Lukas
Are you a financial advisor Intrigued by Chat GPT but not sure how to start using this AI writing tool at the office level? Hosts of our first Chat GP...
Marketing Measurables for Financial Advisors: How Knowing Your Numbers Can Transform Your Outcomes
21 Aug 2023
Contributed by Lukas
Are you struggling to know where to focus your marketing efforts and how to spot issues in your process before they impact your sales and revenue? Tun...
Chat GPT for Financial Advisors, Part 1: How to Create and Streamline Social Media & Ads
15 Aug 2023
Contributed by Lukas
If you’ve ever had trouble finding the perfect words to capture your social media audience or explain your advisory firm in an advertisement, Chat G...
Strategies of Top-Performing Financial Advisors
02 Aug 2023
Contributed by Lukas
Coming to you from the 2023 Mastermind Collegium in Cleveland, Jason L Smith, Founder & CEO of C2P, talks with the top four advisors on the C2P le...
Coffee Break with C2P: Telling Your Story: Messaging Best Practices for Financial Advisors
24 Jul 2023
Contributed by Lukas
Storytelling for financial advisors is just as important as the sales process, and you need to do more in your online presence than drop buzzwords lik...
Coffee Break with C2P: Increase Your Firm’s Efficiency with Financial Plan Design Training
17 Jul 2023
Contributed by Lukas
They say in sales that time kills deals, but creating deliverables can boost efficiency in your process and improve your client experience. However, b...