Rainmaker Multiplier On-Demand
Episodes
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...
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...