Quarterly Reflections: Setting and Achieving Goals After Tax Season

The Rainmaker Multiplier On-Demand Podcast

Quarterly Reflections: Setting and Achieving Goals After Tax Season

In This Episode

Do you struggle to set or maintain goals throughout the year? Learn from accomplished advisors as they discuss their strategies to make every quarter as productive as possible.

C2P Hosts, Matt Seitz, Chief Marketing Officer, and Carl Smith, founding partner and advisor ambassador, are joined by guests, Christian Cordoba, CFF, founder of California Retirement Advisors, and Charlie Ehrenfried, CFP®, CLU, ChFC, RICP, CASL, Owner and Wealth Manager of Retirement Matters.

They share their reflections on the first quarter’s challenges and successes, offering advice to maintain and build on your business’s achievements throughout the year.

Key Topics Discussed:

  • Evaluating Q1 Performances: Christian Cordoba reflects on his Q1 experiences, highlighting the importance of goal-setting retreats and the re-segmentation of your client base to enhance service delivery and reach your ideal client.
  • Transition and Goal Setting: Charlie Ehrenfried shares insights from his recent business acquisition and the significance of perspective shifts from perfection to progress.
  • Sustaining Momentum: Carl Smith emphasizes the necessity of continuous goal setting and using SMART criteria to keep business objectives on track throughout the year.
  • Strategic Planning Tools: Discover various tools and methodologies our guests employ to prioritize tasks and optimize business operations.
  • Practical Advice for Financial Advisors: From maintaining detailed scorecards to the importance of aligning daily activities with long-term business goals, our guests cover essential tactics for financial growth and client retention.

Whether you’re recalibrating after Q1 or planning for future success, this episode offers valuable strategies and reflections to help you steer your practice towards sustained growth and efficiency.


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Quarterly Reflections: Setting and Achieving Goals After Tax Season

About the hosts

Matt Seitz, a 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.

Carl Smith is a founding partner and ambassador for Launching his financial services career in 1996 with CP Smith Enterprises, Carl has grown his business from a single-product insurance operation into a leading holistic financial planning firm in eastern South Carolina. His commitment to professional development is evidenced by the establishment of a premier coaching and mentoring platform within the firm, which offers one-on-one coaching and model office visits to enhance the skills of affiliated advisors.

Aside from his professional achievements, Carl is deeply committed to community service. His firm, The Smith Group, actively supports several charitable organizations and has been involved in numerous fundraising activities, including an annual event for Children’s Place, raising $18,000 this year. Carl’s dedication to both his clients and community has earned his firm repeated recognition as “Best of the Best Tax Preparers and Financial Advisors” locally, and he has been a consistent member of the Million Dollar Round Table since 1998, achieving Top of the Table status annually since 2005.

 About the Guests

Christian “Chris” Cordoba, CFF is the founder of California Retirement Advisors open 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.

Charlie Ehrenfried, CFP®, CLU, ChFC, RICP, CASL, serves as the owner and wealth manager at Retirement Matters, where he applies over fifteen years of experience in retirement planning, financial analysis, and wealth management. His career has included roles at Northwestern Mutual and Wealthquest, focusing on legacy planning and wealth management. Charlie’s expertise encompasses strategic planning and client relationship management, essential for navigating complex financial landscapes and enhancing client financial security.

Additionally, Charlie is involved in professional development and community service. He is the president of the Southwestern Ohio chapter of the American Financial Alliance (AFEA) and a Bucket Plan Certified Advisor, roles through which he contributes to ongoing education and standards within the financial planning industry.