So, you know you want to start mentoring to grow your firm. How can you set yourself and your future mentee up for success?  

In this insightful follow-up episode, host Matt Seitz, Chief Marketing Officer at C2P, welcomes Art Snarzyk, President and Chief Turnover Terminator at Interview Advisors, to delve deeper into the world of mentorship and thought leadership in the financial advisory industry. This episode builds on the foundations laid in part one from guests, Peter Lynch, CPA®, President, Retirement Tax Specialist, and Investment Advisor Representative, and his mentee, Corey Shevlin, BPC Investment Advisor Representative, at Lynch Financial Group.  

Join Matt and Art as they unpack the key elements that make mentorship programs thrive within advisory firms, explore the behavioral aspects of successful mentor-mentee relationships, and how advisors can leverage these connections to drive personal and professional growth. 

Key topics covered include: 

• The psychology of effective mentorship: Understanding the “who” and “do” factors in mentor-mentee pairings 

• Structured vs. informal mentorship: Pros and cons of different mentorship models 

• Setting clear goals and expectations: How to ensure both parties benefit from the relationship 

• Overcoming mentorship challenges: Strategies for maintaining productive partnerships 

• Leveraging assessments in mentorship: Using behavioral analysis to enhance team dynamics 

• Creating a mentorship culture: Implementing internal programs to foster growth and retention 

Tune in to discover how embracing mentorship can transform your advisory practice and contribute to a thriving, supportive professional community. Whether you’re an established advisor looking to give back to the profession or a rising star seeking guidance, this episode offers valuable insights into cultivating meaningful mentor-mentee relationships 

Resources: 

• Part 1: Coffee Break with C2P: Building a Thriving Practice Through Mentorship & Thought Leadership 

• Training referenced: The Teamwork Movement, formerly the Advisor Career Path & Compensation Program 

• InnerView Advisors assessment referenced: Teamworks Program 

For C2P Advisors: 

• Mentor Call portal referenced: MentorConnect 

About the Episode:

Your clients can be your biggest cheerleaders. Hosting an event for their enjoyment with the opportunity to bring you a potential prospect can go a long way in strengthening your relationships and referral sources.

Host Matt Seitz, Chief Marketing Officer at C2P, is joined by Grace Nicholson, Lead Advisor and Owner of Akamai Advisors, and Nikki Glynn, Marketing Director at JL Smith Holistic Wealth Management, to discuss innovative strategies for hosting memorable client events.

They explore how creative client appreciation events can help maintain momentum during slower months and build stronger relationships with clients. Grace and Nikki share their unique event ideas, including women’s wellness retreats and themed cooking classes, and provide practical tips for planning successful events.

Key Topics Discussed:

• Defining Success for Events: The importance of setting clear goals for client and lead generation events.
• Creative Event Ideas: Unique events such as women’s retreats, cooking classes, and sailing trips to engage clients.
• Client Advisory Boards: Using feedback from top clients to generate event ideas.
• Event Planning Tips: Steps to plan successful events and measure their impact.
• Building Relationships: How meaningful events can deepen client connections and foster referrals.

Tune in to discover practical insights and strategies for enhancing your client relationships through creative and engaging events.

Divorce made simple sounds like an oxymoron but it’s possible with financial and emotional guidance. Host Kirsten Schlumbohm welcomes Amy Colton, CEO and founder of Your Divorce Made Simple, to explain how by elaborating on her experiences as a financial advisor specializing in divorce mediation. Amy highlights the importance of addressing emotional, legal, and financial aspects during a divorce and offers insights into her process, which combines financial planning with mediation to create amicable and efficient resolutions. She emphasizes the need for women to be part of the financial conversation and educated about their options, ensuring they have the confidence to make informed decisions.

Key Topics Discussed:

• Amy Colton’s Career Journey: Transitioning from technology and aesthetics to financial advising and divorce mediation.
• Unique Challenges in Divorce: Addressing emotional, legal, and financial aspects for women during divorce.
• Importance of Financial Planning: How financial planning can support women through major life transitions.
• Mediation Process: Combining financial planning with mediation for efficient and amicable divorce resolutions.
• Empowering Women: Ensuring women are educated and confident in their financial decisions during and after divorce.

Tune in to hear Amy’s inspiring story and gain valuable insights on how to support women through significant life changes with effective financial planning.

Resources:

·       Your Divorce Made Simple

About the episode:

For anyone who feels like they can never have, do, or be enough, financial expert and author, Manisha Thakor, MBA, CFA, CFP®, has an important message: your net worth does not equate to your self-worth.

In this thought-provoking episode, host Kirsten Schlumbohm engages in a deep conversation with Manisha Thakor, MBA, CFA, CFP®, about the concepts and story behind her book MoneyZen: The Secret to Finding Your “Enough.”

Together, they dive into several key topics:

1. Identifying and challenging the “never-enough” mindset: how to reevaluate your relationship with money, break free from the cycle of comparison, and work towards a state of financial and emotional well-being.
2. The Concept of MoneyZen: the significance and formula for achieving a balance between financial health and emotional wealth.
3. Understanding Influences on Financial Behaviors: exploring the profound impact of traumas, cultural norms, societal pressures, and evolutionary biology on our financial behaviors.
4. The importance of rest and recovery: Taking time to restore yourself is necessary and part of the continuum of how you have a joy-filled life.

Tune in to this enlightening conversation for valuable insights that can help you transform your perspective on money and self-worth, ultimately leading to a more fulfilling life.

Resources:

• MoneyZen: The Secret to Finding Your “Enough” Book

Statistic source:

Nearly one-third of American workers make less than $15 an hour

About the Episode:

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 from our podcasts to round out the year as a celebration of 2023 as we look ahead.

1. Coffee Break with C2P: How to Kickstart Client Relationships with One Phone Call
Rainmaker Multiplier On-Demand

Are you familiar with “right fit client calls?” These calls are key to developing rapport and building a relationship with a potential client quickly and effectively. While listening to the client is a crucial aspect, so is knowing how to steer the conversation and make a lasting connection.

In this excerpt of the Bucket Plan® On-Demand podcast, host Matt Seitz, Partner and Chief Marketing Officer at C2P, interviews right fit call experts Gary Pelfrey, Director of Business Development at JL Smith, and Andrei Henson, Advisor Growth Specialist at C2P.  They chat about tips and tricks to holding a productive and insightful right fit call that demonstrates your value and sets the stage for a successful client-advisor relationship.

To hear more, TUNE IN TO THE FULL EPISODE!

2. Questions that Convert with Phil Jones
Bucket Plan® On-Demand

Jason L Smith sits down with Phil M Jones to share some key insights and specific questions advisors can use to convert leads and close sales on this episode of the Rainmaker Multiplier On-Demand Podcast. Phil has spoken in nearly 60 countries and worked with hundreds of organizations. His podcast, Words with Friends, is in its fourth season, and his book Exactly What to Say: The Magic Words for Influence and Impact is a bestseller.

LISTEN TO THE FULL EPISODE for even deeper insights on how to get to the root of a prospect’s needs.

You can reveal as much relevant information as possible when talking with clients by using Phil’s list of fool-proof questions — downloadable at c2pe.info/Questions!

3. How to Build a Dementia Care Plan & Team with Bill Cohen
A Woman’s Clarity

It’s often not a question of if a loved one will be touched somehow by Alzheimer’s or dementia, but when, and creating a care team can help ease some of the pain and uncertainty. Kirsten Schlumbohm, Vice President of Annuity Sales at C2P, sits down with Bill Cohen, CSA®, founder of Cohen Caregiving Support Consultants, to talk about her own family’s personal experience as Bill shares how to navigate Alzheimer’s and dementia. From caregiving to finances to self-care, listen as Bill offers invaluable insight and resources for families in need.

TUNE IN TO THE FULL AUDIO EPISODE or WATCH THE VIDEO to learn a breadth of strategies you can employ with clients. And check out Cohen Caregiving Support Consultants for resources to aid your clients on their care plan journey.

About the episode:

Financial planning can become quite complex, and many advisors are guilty of using a lot of jargon and industry language that doesn’t translate clearly to clients.

Effective communication requires you to make connections with your clients and clearly convey the value you have to offer them.

Host Dave Alison, CFP®, EA, BPC, President and Founding Partner at C2P, and renowned communication educator and author, Matt Abrahams sit down to discuss the pivotal role that effective communication plays in the world of financial advising and how to sharpen your communication skills as a financial advisor.

Key Takeaways:

·        The Importance of Effective Communication: Guests stress the critical nature of clear and compelling communication in the financial advisory field. They discuss how inadequate communication can adversely impact your business and client relationships.

·        Simplifying Financial Concepts: Just as the Bucket Plan® process simplifies financial planning for clients, Abraham shares valuable insights on translating complex financial concepts into easily understandable terms. This skill is essential for advisors looking to connect with their clients on a deeper level.

·        The “What, So What, Now What” Framework: Matt introduces the “What, So What, Now What” communication structure, a powerful tool to enhance communication skills. This framework aids in structuring conversations, ensuring relevance, and fostering meaningful client connections.

Learn how to make meaningful connections, streamline your communication, and set yourself apart in the world of financial advising. Tune in to this episode for actionable communication tips that will enhance your advisory practice.

Resources:

·        Think Faster Talk Smarter: How to Speak Successfully When You’re Put on the Spot  (2023) Book

·        Speaking Up Without Freaking Out: 50 Techniques for Confident, Calm, and Competent Presenting (3rd edition) (2016) Book

·        Think Fast Talk Smart, the podcast

·        NoFreakingSpeaking.com

About the Episode:

From hotels and restaurants to financial advisory firms, the key to creating a maintaining a successful business remains the same — providing exceptional or “5-star” client service.

Host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P, and special guests discuss the art and impact of providing exceptional client service.

Seasoned advisors Chris Cordoba, CFP™, RFC®, CFS, Founder and President of California Retirement Advisors, and David Roth, CFP®, EA, BPC, Tax and Wealth Advisor at Alison Wealth Management, delve into practical tips to enhance the client experience.

This episode is packed full of unique insights on video communication with clients, personalized handwritten notes, efficient workflows, and many more strategies for delivering top-tier customer service in the financial industry, including:

·       Personalized Service: Discover how personalizing your approach by using the same financial tools your clients utilize can create a deeper connection and enhance the service experience.

·       Acknowledging Milestones: Explore how recognizing significant life events, such as turning Social Security age, can be a powerful way to engage clients and offer valuable guidance.

·       Daily Affirmations: Follow David Roth’s example of writing down your priorities daily to stay on track and maintain clarity in your financial advisory work.

·       The Four Seasons Approach: Embrace the philosophy of putting the client’s perception of reality at the forefront of your service strategy, drawing inspiration from the world of hospitality.

·       Unearthing Needs: Discover the art of identifying and solving your client’s needs before they even recognize them to showcase your value as a financial advisor.

Learn how prioritizing quality service helps naturally attract more business through referrals, forge long-lasting bonds with your current clients, and help your firm stand out to prospective clients.

Tune in to gain valuable insights on elevating your client service game to a five-star level!