By

Chelsea Konst
Matt Seitz, CMO, C2P and JL Smith Recognized as a Top Financial Marketer on the Financial Narrative 50 List

Matt Seitz, CMO, C2P and JL Smith Recognized as a Top Financial Marketer on the Financial Narrative 50 List

Award highlights Seitz’s leadership in digital marketing, brand strategy, and content-driven growth in financial services

Cleveland, Ohio – February 19, 2025 – C2P, an RIA-grounded organization whose core purpose is to educate, train, grow, and support holistic financial advisors so families can achieve true prosperity, proudly announces that Matt Seitz, CMO and Partner, has been named to the Financial Narrative 50 (FN50) List. Now in its second year, the Financial Narrative 50 (FN50) honors the most interesting, innovative, and influential financial marketing and communications professionals shaping the industry today.

Matt’s recognition on this year’s FN50 list underscores his ability to lead with data-driven strategies and digital innovation. As CMO of both C2P and JL Smith Holistic Wealth Management, Seitz has successfully navigated the unique challenge of managing marketing and business development across two organizations.

“All of us at C2P are incredibly proud of Matt for this well-deserved recognition. His leadership and work reflect C2P’s commitment to helping advisors scale their business and, in turn, help more clients achieve financial freedom” said Jason L Smith, Founder and CEO of C2P and JL Smith, “Matt’s ability to bridge marketing and sales through data-driven strategies, alongside his leadership in content and multichannel marketing, digital presence, lead nurturing, as well as brand awareness and positioning has not only strengthened our firm but also set new industry standards.”

The FN50 list is curated by the Financial Narrative team and board, recognizing professionals who have demonstrated excellence in marketing and communications across the financial services sector. Honorees are selected based on their achievements in the past year and their ongoing contributions to the industry.

“It’s an honor to be recognized by FN50 among the top marketing professionals in financial services,” said Seitz. “This award reflects the power of data-driven storytelling, end-to-end process innovation and optimization, and multichannel marketing, all with the end goal of scaling advisors’ practices and improving their clients’ lives. These are principles and practices that drive everything we do at C2P.”

Under Matt’s leadership, JL Smith Holistic Wealth management achieved a 40% average annual growth from 2020 through 2024 in new advisory and annuity assets and expanded the firm’s geographic footprint. In addition to overseeing marketing efforts at both firms, Matt spearheaded the creation of a new in-house agency at C2P for financial advisors. Matt’s path has led to his forthcoming debut as an author of a book centered on the integration of sales and marketing in the financial industry and a deeply personal journey that taught him the power of a positive mindset — in and outside the office.

“The more advisors we can help, the more people they can help,” said Seitz. “This is at the heart of everything we do. Our goal is to take the processes and strategies that worked so well at JL Smith and bring them over to C2P to create scalable solutions for advisors. We’ve built something at C2P that focuses on the numbers, processes, and results. Knowing your numbers and having a clear strategy in place allows firms to track their progress and grow sustainably.”

About Matt Seitz

As the CMO of C2P, JL Smith Holistic Wealth Management, and Prosperity Capital Advisors, Matt Seitz oversees marketing and business development, driving growth and streamlining funnels to enhance brand identity and lead generation. A thought leader and 2023 ThinkAdvisor LUMINARIES finalist for CMO of the Year, Matt has appeared in various industry media and has his own course on the American College Knowledge Hub+. Matt’s leadership success at JL Smith laid the groundwork for building an in-house marketing agency at C2P for financial advisory firms boost their own reach. Through his rugged personal health journey, Matt has discovered the power of positive mindset which fueled his mission to help advisors maximize growth through sales and marketing, strategic planning, laughter, and more — all things that are covered in his forthcoming first book.

About C2P 

C2P is an RIA-grounded organization supported by investment, insurance, and training & coaching platforms; each designed to simplify holistic financial planning for advisors and the clients they serve. Driven to provide products and solutions in the best interest of every client, C2P offers education, training, resources, and tools to meet a client’s unique financial situation, along with access to an array of investment and insurance vehicles to help advisors accomplish their goals. C2P is committed to upholding fiduciary best practices and raising industry standards by offering a higher quality of financial planning services to families worldwide. For more information, visit C2P’s website!

 

Media Contact:

Sarah Tremallo

C2P@jconnelly.com

Art Snarzyk financial advisor staffing coach

Building a Thriving Practice Through Mentorship & Thought Leadership Part 2

September 18, 2024

The Rainmaker Multiplier On-Demand Podcast

Building a Thriving Practice Through Mentorship & Thought LeadershipPart 2

In This Episode

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: 

For C2P Advisors: 

Art Snarzyk financial advisor staffing coach

About the Host

Matt Seitz, is a Partner and the Chief Marketing Officer at C2P, with over 15 years of experience across finance, accounting, and professional services industries. He’s known for his expertise in strategic planning, digital marketing, lead generation, and content marketing. Matt’s approach centers on relationship marketing, prioritizing customer satisfaction through data-driven marketing plans with demonstrable ROI. His contributions to the industry have earned him numerous accolades, including recognition as one of Cleveland’s Notable Marketing Executives in 2021 by Crain’s. Additionally, Matt has been named a finalist for CMO of the Year in 2023 by WealthManagement.com for their Industry Awards and recognized as a finalist in ThinkAdvisor’s LUMINARIES for exceptional executive leadership in the RIA/IAR Firms category.

In his role at C2P, Matt has played a pivotal role in optimizing marketing-sales funnels, driving digital growth, strengthening brand identities, and implementing effective content marketing strategies to propel leads through sales pipelines. He’s also an accomplished author and speaker, sharing insights on diverse marketing and business development topics. As a member of the American Marketing Association, Matt continues to be at the forefront of innovative marketing practices and strategies within the financial industry.

About the Guest

Art Snarzyk III, known as “The Turnover Terminator,” is an Employee Selection & Management Specialist, hiring coach, speaker, and trainer. He also serves as a mentor to C2P financial advisors. As the President of InnerView Advisors, Inc., Art has dedicated over a decade to helping businesses worldwide attract, screen, hire, and develop ideal, high-performing employees. His expertise spans various industries, with a special focus on contractors and professional services companies. Art’s diverse background, from leading a successful painting company to becoming a pivotal figure in employee management consulting, illustrates his dynamic approach to business and people management. 

He holds certifications as a PDCA Accredited Contractor and a Certified Professional Behavioral Analyst who studied at St. Charles County Community College. Beyond his professional achievements, Art is passionate about volunteer work, notably with CHOICES Education Group, where he leads workshops to empower teens toward academic success and career aspirations. 

The Rainmaker Multiplier On-Demand

Boosting Engagement and Referrals With Creative Client Events

June 26, 2024

The Rainmaker Multiplier On-Demand Podcast

Boosting Engagement and Referrals with Creative Client Events

In This Episode

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.

Grace Nicholson Akamai Advisors Nikki Glynn JL Smith

About the guest host:

Matt Seitza Partner and the Chief Marketing Officer at C2P, is a seasoned marketing and sales professional with over 15 years of experience across finance, accounting, and professional services industries. He’s known for his expertise in strategic planning, digital marketing, lead generation, and content marketing. Matt’s approach centers on relationship marketing, prioritizing customer satisfaction through data-driven marketing plans with demonstrable ROI. His contributions to the industry have earned him numerous accolades, including recognition as one of Cleveland’s Notable Marketing Executives in 2021 by Crain’s. Additionally, Matt has been named a finalist for CMO of the Year in 2023 by WealthManagement.com for their Industry Awards and recognized as a finalist in ThinkAdvisor’s LUMINARIES for exceptional executive leadership in the RIA/IAR Firms category.

In his role at C2P, Matt has played a pivotal role in optimizing marketing-sales funnels, driving digital growth, strengthening brand identities, and implementing effective content marketing strategies to propel leads through sales pipelines. He’s also an accomplished author and speaker, sharing insights on diverse marketing and business development topics. As a member of the American Marketing Association, Matt continues to be at the forefront of innovative marketing practices and strategies within the financial industry.

About the Guests: 

Grace Nicholson is an accomplished Investment Advisor Representative, Fiduciary, and Financial Planner with over 12 years of experience in the insurance and financial services industries. Based in Salt Lake City, UT, Grace is the Founder of Akamai Advisors where she leverages her significant knowledge and expertise to guide clients through their retirement, helping ensure their financial independence and confidence.

Grace specializes in tax-free income strategies, life insurance, long-term care planning, and various financial products. Her holistic approach involves reviewing every financial aspect of her clients’ lives, building trust by always prioritizing their needs. Committed to increasing financial literacy, Grace works to simplify complex financial concepts, empowering her clients to make informed decisions for their future.

Nikki Glynn is a distinguished Corporate Communications Director with over 20 years of experience in developing marketing campaigns within the public relations industry. As the Marketing Director at JL Smith Holistic Wealth Management, she leverages her extensive expertise to craft marketing strategies that identify, engage, and motivate consumers effectively. Known for her influential leadership and collaborative approach, Nikki partners with diverse clients across various professional sectors to deliver impactful print and digital communications.

An out-of-the-box thinker, Nikki is committed to continuous improvements in corporate public relations and brand development. Her career includes notable positions such as Senior Director of Marketing at Petros Financial Group and President of Nikki Glynn Consulting, where she spearheaded major events and initiatives. Nikki holds a Bachelor of Science in Communications from the University of Florida and resides in Jacksonville, Florida, where she continues to innovate and drive success in the marketing landscape.

Divorce Made Simple: Financial & Practical Advice from Amy Colton

June 25, 2024

A Woman's Clarity® Podcast

Divorce Made Simple: Financial & Practical Advice from Amy Colton

In This Episode

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

Divorce Made Simple: Financial & Practical Advice from Amy Colton

About the Guest

Amy Colton is a financial advisor and certified divorce financial analyst (CDFA®) with over 40 years of professional experience. Holding an MBA from Michigan State University and a BA from the University of Michigan-Ann Arbor, Colton’s career spans from a 20-year executive tenure at IBM to her current role as a wealth advisor and divorce mediator. In 2020, she co-founded Your Divorce Made Simple, a firm dedicated to guiding individuals and couples through the financial complexities of divorce.

 

Colton’s passion lies in empowering women to take control of their financial futures, particularly during major life transitions. As an author and mentor, she shares her expertise through her published work, including Have We Really Come a Long Way, Baby? (2022), and her upcoming book Kitchen Table Divorces. Colton’s approach focuses on providing clients with essential knowledge and guidance, encouraging them to make informed financial decisions with confidence and optimism. 

Dave Alison, award-winning financial advisor, C2P Prosperity Capital Advisors Alison Wealth Management

Dave Alison Named Excellence Awardee Finalist for 2024 InvestmentNews Awards

Inaugural ranking highlights standouts who elevate their work, their reputations, and their industry with their dedication and knowledge

CLEVELAND, Ohio, April 25, 2024 – C2P, an organization designed to simplify financial planning for advisors and the clients they serve, proudly announces Dave Alison, CFP®, EA, BPC, President and Founding Partner at C2P has been named a finalist to InvestmentNews Excellence Awardees 2024.

As a finalist for Advisor of the Year (Regional – West) category, Alison is recognized for his outstanding work at Alison Wealth Management, where he addresses the unique financial needs of Silicon Valley residents and those in nearby areas with innovative and holistic wealth management services.

“I’m deeply grateful for this recognition and to my team for sharing my passion to raise the bar for serving our clients and advancing the standard of care in our industry,” said Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P. “Being part of a profession that lets us pursue our purpose while setting new standards of excellence is truly an honor.”

Alison is an accomplished advisor, entrepreneur and thought leader whose passion for innovation is inspiring and enabling peers nationwide to provide more holistic, fiduciary financial planning services. He is a dynamic educator, industry influencer and articulate speaker who trains thousands of financial professionals on the turnkey financial planning and practice management processes he’s helped create. He regularly authors and produces educational tools for financial professionals, including white papers, podcasts, and webinars.

Alison’s journey in the financial services industry has been marked by remarkable achievements and prestigious accolades, solidifying his status as a leading figure and thought leader in the field. He was named a 2023 InvestmentNews 40 Under 40 honoree, chosen from more than 1,000 nominations based on his accomplishments, contribution to the industry, leadership, and promise; as well as being named to InvestmentNews Top Advisors 2024 list. Alison was a 2023 winner of a ThinkAdvisor LUMINARIES award in thought leadership and education for his consistent efforts to bring valuable and empowering information to advisors and clients. Further adding to his accomplishments, he was distinguished in 2023 with the Five Star Wealth Manager Award, his fourth year receiving this accolade.

“When it comes to recognizing excellence in our industry, Dave is truly deserving of this recognition,” said Jason L Smith, CEP®, BPC, Founder and CEO of C2P. “His commitment to supporting clients as well as advisors in growing their businesses not only elevates individual practices but strengthens the entire profession, a value we share in serving through C2P.”

Alison is recognized amongst a select group of advisors who have set themselves apart through their commitment to elevating their work and the industry overall. The key judging criteria reviewed by an independent panel of judges encompass exemplary business development strategies, comprehensive knowledge and communication of investment opportunities, innovative education initiatives, impactful mentorship and community efforts, and notable achievements.

Check the full InvestmentNews 2024 Excellence Awardees list!

Get more information about C2P and its subsidiaries!

InvestmentNews Top Advisors Methodology

To compile the list of finalists, InvestmentNews gathers nominations from wealth management professionals nationwide, supplemented by thorough research. Submissions are reviewed by an independent judging panel of industry leaders and senior representatives, who vote for winners based on relevant criteria. The impartial judging process begins in April 2024. Winners will be determined by aggregating judges’ scores, with the top-scoring finalist in each category named the winner. The awards ceremony, where the winners will be announced, is scheduled for June 20, 2024.

About C2P

C2P is an RIA, supported by investment, insurance, and training & coaching platforms; each designed to simplify holistic financial planning for advisors and the clients they serve. Driven to provide products and solutions in the best interest of every client, C2P offers education, training, resources, and tools to meet a client’s unique financial situation, along with access to an array of investment and insurance vehicles to help advisors accomplish their goals. C2P is committed to upholding fiduciary best practices and raising industry standards by offering a higher quality of financial planning services to families worldwide. For more information, visit www.C2PEnterprises.com.

 Alison Wealth Management

Alison Wealth Management, founded by nationally recognized advisor and industry thought leader Dave Alison, CFP®, EA, BPC, specializes in integrated holistic wealth management, including taxation, equity compensation, and retirement income distribution planning. Inspired by personal experiences navigating a tech startup acquisition, Alison established the firm’s Palo Alto office to assist others facing similar challenges. Today, the firm delivers comprehensive wealth management services to diverse clientele, including high-net-worth retirees, professionals with stock options, and business owners. With financial professionals nationwide seeking education on the innovative financial planning and practice management processes Alison has helped create, Alison Wealth Management sets the standard for excellence in the industry. Visit www.AlisonWealth.com to learn more.

 Investment advisory services are provided by C2P Capital Advisory Group, LLC d/b/a Prosperity Capital Advisors, LLC (“PCA”), an investment adviser federally registered with the Securities and Exchange Commission (SEC). 

 Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results.  These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation.  Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor.  Unless otherwise noted no fee was paid for consideration of any ranking or award.

 

Stoyan Petev, CFA, CFP®, CLU, ChFc, BPC

January 5, 2024

Stoyan Petev

Stoyan Petev, CFA, CFP®, CLU, ChFc, BPC

Senior VP of Advanced Markets 

Stoyan Petev, CFA, CFP®, CLU, ChFc, BPC, brings extensive experience to C2P. His specialty lies in risk management techniques involving investment and insurance products.

As senior vice president of advanced markets, he leads our in-house life insurance platform and supports our advisors with expertise in investment sales and advanced planning. He’s also co-chair of the Investment Committee and Leadership team at C2P’s planning-first RIA, Prosperity Capital Advisors.

Before joining C2P, Stoyan spent nearly 30 years as an advisor and distributor. He developed expertise in products as a research and investment analyst, due diligence officer and consultant. He’s worked with countless clients and financial planning professionals on building and executing the aspects of a holistic financial planning process to meet their needs. As a product expert, Stoyan has consulted on and developed multiple life insurance and annuity products and features for insurance companies.

Additionally, Stoyan has built and cultivated relationships with advisors, product sponsors and servicers as a distributor. He has developed the operational expertise for successful and timely product placement, faster turnaround and revenue recognition.

More About Stoyan Petev

Throughout his career, Stoyan has trained advisors, their staff and team members on many factors:

  • Life insurance
  • Annuity
  • Long-term care
  • Disability
  • Various investment products

His knowledge of risk mitigation solutions and complex estate and business planning techniques makes him a valuable team member.

Enhancing his expertise, Stoyan holds insurance licenses in multiple states and Series 7, 24, 53, 63 and 65 licenses. In addition to his formal education, he’s a member of multiple organizations promoting lifelong learning in the financial services industry.

Stoyan is passionate about improving financial literacy among immigrant communities to ensure everyone has equal access to quality financial advice. As such, he’s served as an adjunct instructor at Lindenwood University teaching economics, finance, accounting and statistics.

He stays busy helping advisors like you with life insurance strategies and high-net-worth client needs. When he’s not, Stoyan likes spending time with his family, fishing, reading and playing chess. He resides in St. Louis, Missouri, with his wife, Antonia, and their two sons.

Manisha Thakor MoneyZen C2P

Redefining Self-Worth: The Path to MoneyZen with Manisha Thakor

January 3, 2024

A Woman's Clarity Podcast

Redefining Self-Worth: The Path to MoneyZen

In This Episode

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:

Statistic source:

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

Manisha Thakor MoneyZen C2P

About our guest:

Author of MoneyZen: The Secret to Finding Your “Enough,” Manisha Thakor, MBA, CFA, CFP®, is a seasoned financial professional with over three decades of experience.  Her focus is on empowering women to take control of their financial futures and make informed financial decisions. Thakor is known for her work in teaching, writing, and speaking about essential financial topics. Widely recognized as a thought leader in this arena, her insights have graced esteemed platforms such as the Wall Street Journal, New York Times, NPR, and more.

With an MBA from Harvard Business School and a BA from Wellesley College, Manisha Thakor possesses a strong academic background. Her career spans 25+ years in the male-dominated financial services industry, underscoring the importance of empowering women for financial wellness. Prior to her book, she co-authored financial guides tailored to women in their twenties and thirties. Today, her mission revolves around guiding women of all ages in harmonizing financial well-being with emotional wealth.

The Rainmaker Multiplier On-Demand

C2P’s Top Podcasts of 2023!

December 28, 2023

The Rainmaker Multiplier On-Demand Podcast

C2P’s Top Podcasts of 2023!

In This Episode

C2P’s Top Podcasts of 2023!

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.

Client Communication Tips from Matt Abrahams

December 4, 2023

The Bucket Plan® On-Demand Podcast

Client Communication Tips From Matt Abrahams

In This Episode

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

Client communication Matt Abrahams Bucket Plan

About the guest:

Matt Abrahams, a distinguished authority in communication, boasts extensive experience as an educator, author, podcast luminary, and mentor. He serves as a revered Lecturer in Organizational Behavior at Stanford University’s Graduate School of Business, where he conducts acclaimed courses on strategic communication and virtual presentation mastery. His excellence in teaching was acknowledged with Stanford GSB’s Alumni Teaching Award, a testament to his global influence on students.

Beyond academia, Matt is an esteemed keynote speaker and communication expert, founding TFTS Communications LLC, a Silicon Valley-based firm dedicated to refining presentation and communication skills. Matt’s popular online talks garner millions of views, and he hosts the acclaimed, award-winning podcast Think Fast, Talk Smart The Podcast, while curating NoFreakingSpeaking.com.

 

Matt Abrahams is also known for his research contributions in strategic communication, cognitive planning, persuasion, and interpersonal communication. His pioneering software provides instant, precise feedback to presenters. He is an active member of the Management Communication Association, receiving a “Rising Star” accolade, as well as the National and Western States Communication Associations.

 

Coffee Break with C2P: How to Provide 5-Star Client Service

December 4, 2023

The Rainmaker Multiplier On-Demand Podcast

Coffee Break with C2P: How to Provide 5-Star Client Service

In This Episode

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!

David Roth Chris Cordoba Rainmaker Multiplier

About the guests:

Christian “Chris” Cordoba is a Certified Financial Planner and the founder of California Retirement Advisors since 1997 and on a mission to empower successful individuals to enhance their lives through smart financial decisions. His background, rooted in Ecuador, and shaped by his father’s journey from the U.S. Army to immigration, instilled in him a profound work ethic and compassion. Chris values integrity and respect in his work, emphasizing the importance of character and fairness in every interaction.

Dedicated to helping a select group of self-made individuals, Chris leverages three decades of financial planning experience to grow and safeguard their wealth. He is renowned for navigating complex financial landscapes, including taxes and regulations, with deep holistic knowledge. He views clients as individuals, not data sets, focusing on their unique goals and aspirations to provide tailored financial guidance and support.

David Roth is an  accomplished Tax & Wealth Advisor at Alison Wealth Management, holding the titles of Certified Financial Planner™, Enrolled Agent (EA), and investment advisor representative (IAR). With a unique background in music and finance, David sharpened his tax expertise at Intuit®, makers of TurboTax®, and served as a lead bookkeeper in Intuit’s QuickBooks Live division.

David’s commitment to staying ahead in finance led him to complete the National Association of Enrolled Agent’s Cryptocurrency Certificate Program, making him adept at handling complex tax matters related to  cryptocurrencies and metaverse transactions. David actively engages with professional organizations, staying updated on industry trends and tax law developments.

About the guest host:

Dave Alison is an accomplished financial planner and business leader committed to helping advisors expand their reach and improve the quality of their service to clients. In addition to being the President and a Founding Partner of C2P and the Founder and CEO of Alison Wealth Management — his own financial services firm — he is also the President and Founding Partner of Prosperity Capital Advisors, an acclaimed planning-first RIA. Dave leverages his expertise in all things financial planning, particularly taxes and solutions for high-net-worth clients, to educate financial professionals on best practices and ways to raise the bar in their own practices. Wealth Management, his own financial services firm.

1 2