By

Anthony DiPiero

The Rainmaker Multiplier On-Demand

October 31, 2023

The Rainmaker Multiplier On-Demand Podcast

The Rainmaker Multiplier On-Demand

About The Rainmaker Multiplier On-Demand

 

At C2P, we welcome you to discover what’s new and next in the financial services landscape! The Rainmaker Multiplier On-Demand podcast helps you enhance your advisory firm and overall business model. Developed by Jason L Smith, this podcast takes you through strategies for multiplying what matters:

  • Revenue
  • Net profit
  • Lines of business
  • Capabilities
  • Efficiencies
  • Most valuable relationships
  • Top producers — your rainmakers

Join our rotating host lineup for exclusive insights on everything from structuring your practice to marketing best practices. You’ll also learn about compensation frameworks, navigating the modern compliance world and more.

The Latest Episodes

Meet the Thought Leader

Jason L Smith

Jason L Smith is a father, husband, nationally acclaimed speaker, financial planner, best-selling author, coach and entrepreneur. He’s dedicated to simplifying financial planning for families worldwide and supporting advisors like you everywhere.

Jason is the chief visionary, executive chairman, and founder of C2P, as well as his own financial services practice, JL Smith Holistic Wealth Management. His passion and expertise lie in all aspects of holistic financial planning. Jason’s role as founder and CEO of Prosperity Capital Advisors, a nationally recognized planning-first RIA, serves as more proof.

As a skilled leader in the financial services industry, Jason truly enjoys helping you secure and scale your businesses and better serve clients through C2P’s trusted processes and models.

The Bucket Plan On-Demand

October 30, 2023

The Bucket Plan® On-Demand Podcast

The Bucket Plan On-Demand

About The Bucket Plan On-Demand

 

Join C2P leaders Jason L Smith and Dave Alison as they step into the hosting chair for The Bucket Plan On-Demand podcast! They interview top financial industry professionals and advisors to share expert insights.

Jason’s and Dave’s perspectives as advisors, mentors and entrepreneurs give them unique knowledge. You’ll learn from them and their guests about actionable planning strategies to grow your business and streamline your process, all while improving your client experience.

Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!

The Latest Episodes

Meet the Thought Leaders

Jason L Smith

Jason L Smith is a father, husband, nationally acclaimed speaker, financial planner, best-selling author, coach and entrepreneur. He’s dedicated to simplifying financial planning for families worldwide and supporting advisors like you everywhere.

As chief visionary, executive chairman, and founder of C2P as well as his own financial services practice, JL Smith Holistic Wealth Management, his insights are invaluable. Jason’s passion and expertise lie in all aspects of holistic financial planning. His role as founder and CEO of Prosperity Capital Advisors, a nationally recognized planning-first RIA, serves as further proof.

A skilled leader in the financial services industry, Jason truly enjoys helping you secure and scale your businesses and better serve clients through C2P’s trusted processes and models.

Dave Alison

Dave Alison

Dave Alison is an accomplished financial planner and business leader. He’s fully committed to helping you expand your reach and improve the quality of your financial services for clients. 

An expert thought leader, Dave is the president and a founding partner of C2P and the founder and CEO of Alison Wealth Management, his own financial services firm. Additionally, he’s president and founding partner of Prosperity Capital Advisors, an acclaimed planning-first RIA. He leverages his expertise in all things financial planning, particularly taxes and solutions for high-net-worth clients.

Dave aims to educate you on best practices and ways to raise the bar in your own practices.

A Woman’s Clarity

October 24, 2023

A Woman's Clarity® Podcast

A Woman's Clarity®

About A Woman's Clarity®

 

In A Woman’s Clarity podcast, host Kirsten Schlumbohm aims to help both women and men in the financial services industry reach their full potential. You do so by interacting with like-minded, strong and motivated holistic advisors.

Kirsten teams up with our network of institutional and carrier partners, as well as subject matter experts. Together, they bring you advice, tips and insights to better serve women clients. Tune in to hear from talented finance sector leaders, professionals and practitioners!

The Latest Episodes

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Episode Library

Kirsten Schlumbohm

Meet the Host

Kirsten Schlumbohm

Kirsten Schlumbohm is the vice president, head of annuity sales at C2P. She has over 15 years of industry experience in which she’s served as an insurance and annuity wholesaler, sales trainer and leader, and financial advisor. In addition to her life and health insurance licenses, she holds her Series 66 and a degree from Iowa State University.

Kirsten is committed to empowering you and helping you reach the retirement finish line. She believes in optimizing processes to build strategies out of silos and encourage tighter collaboration.

When Kirsten isn’t busy helping advisors, you can find her running trails in the great state of Oregon or watching Iowa State football. She’s proud to change the world by rescuing one senior dog (or two) at a time with her husband Jeff.

Be our guest!

Thank You Page

July 25, 2023

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July 20, 2023

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