Podcast
Rainmaker Multiplier On-Demand
Hosted by C2P · EN
Developed by Jason L Smith, this podcast takes you through strategies for multiplying your revenue, net profit, lines of business, capabilities, efficiencies, most valuable relationships, and top producers — your rainmakers. Join our rotating host lineup for exclusive insights on everything from structuring your practice, marketing best practices, compensation frameworks, and how to navigate the modern world of compliance.
12episodes
Episodes
Newest firstAll episodes
The Efficient Advisor: How to Build a Referral-Driven Practice
May 29, 2025Tap to summarizeWhat if you could triple your hourly rate, become 100% referral-only, and cut your working hours by two-thirds—all within three years? Join host Matt Seitz, Chief Marketing Officer at C2P, as he sits down with Libby Greiwe, a former financial advisor who built a seven-figure practice working just 25 hours per week before successfully selling her firm in 2019. Now host of the Efficient Advisor Podcast, Libby shares the exact systems and strategies that transformed her from working 70-80 hours weekly to achieving sustainable success with maximum efficiency. Learn about the eight core processes that drive referral generation, the power of "scuba diving" versus "snorkeling" in client meetings and why switching from annual reviews to strategy sessions revolutionized her client relationships. Whether you're a solo practitioner or managing a team, Libby provides actionable frameworks for automating, delegating, streamlining, and eliminating activities that don't move the needle forward.Resources:Libby’s podcast: The Efficient Advisor Podcast
Transcribe →AI For Advisors: How to Boost Efficiency and Closing Ratios with Zocks
Mar 6, 2025Tap to summarizeDiscover how implementing Zocks AI platform for financial advisors can transform your practice by streamlining client meetings, improving documentation, and enhancing follow-up communications. In this episode, host Cary Chaitoff, VP of Marketing at C2P, is joined by Mark Gilbert, Co-Founder & CEO of Zocks Communications, and Jim Hardeman, EVP of Product at Zocks. Fred Lowry, CRC® also contributes to the conversation as a practicing financial advisor with BrightPath Wealth Advisors who has successfully integrated Zocks into his practice. Learn how this compliance-approved AI solution can capture detailed meeting notes, generate personalized client communications, and automate form completion while maintaining strict security and privacy standards. Whether you're looking to increase your closing ratio, free up valuable time, or enhance client service, this episode will show you the many ways you can implement this powerful technology in your advisory business.Resources:AI Platform for Financial Advisors: Zocks
Transcribe →