Advertise on podcast: Rainmaker Multiplier On-Demand

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 the table. Resources: Previous episode referenced: 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 prospects, and how to reframe outbound calling as a consultative conversation. From identifying where your sales funnel truly begins, to knowing when automation helps and when it costs you, this episode covers the full response picture: the mindset, the skills, the sequencing, and the systems.

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 underworked growth levers in the business. Together they walk through the systems, language, and team habits that help turn referrals from something occasional into something predictable. Resources: Book referenced: Fearless Referrals: Boost Your Confidence, Break Down Doors, and Build a Powerful Client List by Matt AndersonStatistics: According to a study cited in Fearless Referrals by Matt Anderson, only 11% of clients had been asked for referrals, yet 72% said they would happily recommend their advisor.

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 process that separates advisors who convert from those who don't, Matt and Cary cover the building blocks of marketing that compounds over time and what tends to get in the way of it. Resources: Seminar Marketing Partner referenced: AcquireUpNonprofit referenced: The American Financial Education Alliance (AFEA)

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 branding consistency across every touchpoint influences trust before you ever speak to a prospect. From adapting follow-up rhythms for different campaign types to using storytelling instead of feature lists, this episode covers the fundamentals for advisors to convert more leads without adding stress or spend. Resources: Organic Growth Platform referenced: CatchlightEducational Workshops referenced: American Financial Education Alliance (AFEA)

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’, brand through 60+ certified guides, addressing the real questions advisors wrestle with: How do you transfer credibility and trust from yourself to your team? What happens when clients have always worked with you personally? In an industry where compliance constraints are tight and trust is everything, how do you show up authentically without getting overwhelmed by the pressure to be everywhere online? This conversation offers a clear path forward for advisors ready to build something bigger than themselves. Resources Book referenced: Exactly What to Say: The Magic Words for Influence and Impact by Phil M JonesCompany referenced: Exactly What to Say

AI tools have moved from experimental to critical in financial services marketing. Join guest host, Dustin Anaas, Compliance Analyst at Prosperity Capital Advisors and C2P, as he interviews his colleague, Gina Moravec, Podcast and Digital Media Manager, along with guest, Kailyn West, Marketing Coordinator at JL Smith Holistic Wealth Management. Together they break down practical insights from MAICON, Cleveland's Marketing Artificial Intelligence Conference. Listen as they share the latest on prompt engineering, tool selection, and ethical implementation. This conversation covers how to get better results from the AI tools you already use, which new platforms solve real problems, and how to maintain your authentic voice while leveraging automation.  Resources: AI tools referenced (primarily for content creation):  ChatGPT , Google Gemini, Claude, Microsoft Co-PilotAI research and analysis tools referenced: Grok 4, Google Notebook LMAI video generation software referenced: HeyGenConference referenced: MAICON Conference Statistics: Adding brackets to email subject lines increases open rates by 14%, according to SubjectLine.com Newsletter

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'll never move from occasional timesaving to systematic transformation. Join host Jason L Smith as he continues his conversation with Tom Lambotte, CEO of AI Simplifier™, to discover why dabbling costs you and how structured habits can multiply your results. Hear how the advisors integrating AI correctly are already reducing client meeting prep from 60 minutes to 90 seconds and eliminating late-night follow-up emails entirely. Resources: Previous episode referenced: How Financial Advisors Can Win Back Time Using AI Part 1Program referenced: AI Simplifier™

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 has a cost that compounds every week. The firms that moved past the flashy presentations and figured out how to integrate AI into their actual workflow are already reclaiming hours you're still spending in the weeds. Join host Jason L Smith, as he sits down with Tom Lambotte, Founder of AI Simplifier™, to explore the critical distinction between using AI tools and learning to use AI correctly, and why that difference will separate thriving practices from struggling ones over the next 12 to 36 months. Resources: Programs referenced: Strategic Coach, Abundance 360, Front Row Dads

How you prepare your organization to use AI determines whether it becomes a productivity tool or another piece of abandoned software. Join host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, as she sits down with Luke Ripienski, CFP®, Chief Compliance Officer, and Dustin Anaas, Compliance Analyst, to explore how advisory firms can adopt AI without creating unnecessary risk. Learn how to identify high-value use cases in your practice, establish governance frameworks that work, and train AI to become a productive team member. From review processes to data exposure pitfalls, this episode provides the practical roadmap advisors need to implement AI with confidence. Resources: AI Platforms Referenced: ChatGPT, Gemini, Perplexity, Microsoft CopilotSoftware referenced: Zoom AI Companion, Zocks

When it comes to webinars, many advisors focus solely on the handful who attend live while leaving the majority of registrants completely unworked. If you had 80 people register and 8 people booked on your calendar, what are you doing with the other 72 leads you've already paid for? Join host Kalem Mackey, Executive VP and Partner at C2P, as he sits down with Matt Seitz, Chief Marketing Officer at C2P and JL Smith Holistic Wealth Management, as they discuss how to improve your webinar process from touchpoint to follow-up. From mastering the unique challenges of presenting without audience feedback to implementing documented follow-up systems that work every lead, you’ll learn practical ways to transform your webinars from one-time events into systematic lead conversion machines. Resources: Lead generation partners referenced: Eight Digit Media, AFEA, AcquireUp (formerly White Glove) Follow-up call service referenced: Pellegrini Team Consulting  (Gina Pellegrini)C2P Advisors Only: Coaching and support program referenced: MentorCONNECT Content library Platform referenced: C2P Central Statistics: Attendance rates are declining industry-wide due to webinar fatigue and preference for replay viewing

Converting digital leads into clients remains one of the biggest challenges facing financial advisors today, especially with the likelihood that the same leads are being worked by multiple advisors simultaneously. Discover how modern marketing technology stacks powered by AI and automation can transform your lead conversion process. Join host Cary Chaitoff, Vice President of Marketing at C2P, as he sits down with Robert Sofia, founder and CEO of Snappy Kraken, to explore practical strategies for building a growth stack that scales. Discover strategies for enriching lead data, segmenting your audience, and tracking meaningful metrics. Get practical tactics for modernizing your marketing operations and building sustainable growth. Resources: Marketing platforms referenced: Snappy Kraken, FMG Suite, Salesforce Marketing CloudLead generation platforms referenced: SmartAsset, WiserAdvisor, Zoe Financial, Ramsey SmartVestorData enrichment platform referenced: CatchlightStatistics: 68% of digital leads are being worked by multiple advisors simultaneously Conversion rates on digital leads increase by approximately 71% when prospects are contacted within the first five minutes (Source: Robert Sofia, Snappy Kraken CEO, as stated in episode)

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, according to MarketingSherpa. Yet most advisors struggle to implement systematic follow-up processes that capitalize on every lead generated. Join host Matt Seitz, Chief Marketing Officer at C2P, as he sits down with Cary Chaitoff, Vice President of Marketing at C2P, to explore proactive strategies that help turn lead generation into actual business growth. From crafting compelling voicemail scripts to tracking conversion metrics, discover how to build a marketing process that works smarter, not harder, to convert prospects into clients.  Resources:  For C2P Advisors only:  Marketing services referenced: The Agency at C2P  Statistics:  44% of salespeople stop after one follow-up call  2% of all sales happen on the first contact across all industries Advisors who contact leads within 1-2 days of initial engagement see conversion rates up to 60% higher than those who wait a week or more (MarketingSherpa) Industry average: 7-9 touches to convert a lead to a Right Fit Call

AI search is fundamentally changing how prospects discover advisors, and the content strategies that worked six months ago are already obsolete. Join host Matt Seitz, Chief Marketing Officer at C2P, as he continues his conversation with C2P team members, Mila Bennet, Content Writer, and Owen Brodhead, Digital Marketing Manager, fresh from INBOUND—HubSpot's Marketing and Sales conference. Discover how to structure content so AI search engines find you, why online reviews now directly impact your visibility, and how spreading your message across multiple channels keeps you top of mind. From email best practices to video strategy, this episode reveals what separates advisors who get found from those who get overlooked. Resources: Previous podcast episode: Marketing Shifts That Matter: INBOUND Insights for Advisors Part 1Conferences Mentioned: HubSpot INBOUND ConferenceCRM Referenced: HubSpotC2P Advisors only: Marketing services referenced: The Agency at C2PStatistics: Three words or less in subject lines with no preview text generates 25% higher open rates"Way to" phrasing in subject lines increases open rates by 17-19%

Email marketing is evolving rapidly as Apple introduces new priority placement algorithms and AI search engines reshape how prospects find advisors—strategies that worked last year are already obsolete. Join host Matt Seitz, Chief Marketing Officer at C2P, as he interviews C2P team members, Mila Bennet, Content Writer, and Owen Brodhead, Digital Marketing Manager, fresh from INBOUND – HubSpot’s Marketing and Sales conference. Discover how Apple's email rules are changing inbox strategy, why the shift from SEO to AEO (Answer Engine Optimization) matters for your practice, and how HubSpot's Loop Marketing Framework replaces traditional funnels. Whether you're testing negative emojis in subject lines or optimizing for AI search, this episode offers specific tactics you can implement this week. Resources: Conferences Mentioned: HubSpot INBOUND ConferenceCRM Referenced: HubSpot C2P Advisors only: Marketing services referenced: The Agency at C2P