Rainmaker Multiplier On-Demand

<p>Many advisors assume that if a client wants to refer someone, they will. That assumption could be costing you. Join host Kirsten Schlumbohm, Senior Vice President and Head of Sales Support and Relationship Management at Prosperity Capital Advisors and C2P, as she sits down with Gina Pellegrini, mentor and partner at C2P and founder of Pellegrini Team Consulting. With more than 40 years of experience coaching advisory teams, Gina brings a practical, no-nonsense perspective to one of the most underworked growth levers in the business. Together they walk through the systems, language, and team habits that help turn referrals from something occasional into something predictable.</p><p>Resources:</p><ul><li>Book referenced: <a href="https://www.amazon.com/Fearless-Referrals-Confidence-Powerful-Client/dp/0071782877">Fearless Referrals: Boost Your Confidence, Break Down Doors, and Build a Powerful Client List</a> by Matt Anderson</li></ul><p>Statistics:</p><ul><li>According to a study cited in Fearless Referrals by Matt Anderson, only 11% of clients had been asked for referrals, yet 72% said they would happily recommend their advisor.</li></ul>

<p>Are you putting money into Meta ads, following up on leads, and doing what you're supposed to do, but not getting results? In this episode, host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, sits down with his colleague, Cary Chaitoff, Vice President of Marketing, to talk through what factors are driving advisor marketing results right now. From how Meta has changed the way it delivers ads, to the full arc of a lead funnel from guides to live events, to the follow-up process that separates advisors who convert from those who don't, Matt and Cary cover the building blocks of marketing that compounds over time and what tends to get in the way of it.</p><p>Resources:</p><ul><li>Seminar Marketing Partner referenced: <a href="https://www.acquireup.com/">AcquireUp</a></li><li>Nonprofit referenced: <a href="https://www.myafea.org/">The American Financial Education Alliance (AFEA)</a></li></ul>

<p>If you invest in lead generation, prospects may download guides, register for webinars, and raise their hands, but what happens next? Join host Matt Seitz, Chief Marketing Officer, as he sits down with Owen Brodhead, Digital Marketing Manager of C2P and Prosperity Capital Advisors, to explore the critical systems that turn interested prospects into scheduled conversations. Discover how to build clean lead flows matched to prospect intent, why speed to lead matters more than you think, and how branding consistency across every touchpoint influences trust before you ever speak to a prospect. From adapting follow-up rhythms for different campaign types to using storytelling instead of feature lists, this episode covers the fundamentals for advisors to convert more leads without adding stress or spend.</p><p>Resources: </p><ul><li>Organic Growth Platform referenced: <a href="https://catchlight.ai/">Catchlight</a></li><li>Educational Workshops referenced: <a href="https://www.myafea.org/">American Financial Education Alliance (AFEA)</a></li></ul>

<p>Scaling your advisory practice requires a fundamental shift: moving from being the brand to building a brand that can thrive without you. In this episode, host Matt Seitz, Chief Marketing Officer at C2P and Prosperity Capital Advisors, sits down with Claire Dowdall, Director of Brand at Exactly What to Say, to explore how financial advisors can intentionally grow their business brand while maintaining the trust and authenticity clients expect. Claire shares insights from scaling Phil M Jones’, brand through 60+ certified guides, addressing the real questions advisors wrestle with: How do you transfer credibility and trust from yourself to your team? What happens when clients have always worked with you personally? In an industry where compliance constraints are tight and trust is everything, how do you show up authentically without getting overwhelmed by the pressure to be everywhere online? This conversation offers a clear path forward for advisors ready to build something bigger than themselves.</p><p>Resources</p><ul><li>Book referenced: <a href="https://www.amazon.com/Exactly-What-Say-Influence-Impact-ebook/dp/B073SF65ZZ">Exactly What to Say: The Magic Words for Influence and Impact </a>by Phil M Jones</li><li>Company referenced: <a href="https://exactlywhattosay.com/">Exactly What to Say</a></li></ul>

<p>AI tools have moved from experimental to critical in financial services marketing. Join guest host, Dustin Anaas, Compliance Analyst at Prosperity Capital Advisors and C2P, as he interviews his colleague, Gina Moravec, Podcast and Digital Media Manager, along with guest, Kailyn West, Marketing Coordinator at JL Smith Holistic Wealth Management. Together they break down practical insights from MAICON, Cleveland's Marketing Artificial Intelligence Conference. Listen as they share the latest on prompt engineering, tool selection, and ethical implementation. This conversation covers how to get better results from the AI tools you already use, which new platforms solve real problems, and how to maintain your authentic voice while leveraging automation.</p><p> Resources:</p><ul><li>AI tools referenced (primarily for content creation):  <a href="https://chatgpt.com/">ChatGPT</a> , <a href="https://gemini.google.com/">Google Gemini</a>, <a href="https://claude.ai/">Claude</a>, <a href="https://copilot.microsoft.com/">Microsoft Co-Pilot</a></li><li>AI research and analysis tools referenced: <a href="https://x.ai/news/grok-4">Grok 4</a>, <a href="https://notebooklm.google/">Google Notebook LM</a></li><li>AI video generation software referenced: <a href="https://www.heygen.com/">HeyGen</a></li><li>Conference referenced: <a href="https://www.marketingaiinstitute.com/events/marketing-artificial-intelligence-conference">MAICON Conference</a></li></ul><p> Statistics:</p><ul><li><a href="https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/fd32fce7-d08d-4215-af15-a9e85bbcc6ae/SL-Stat-111125.jpg?t=1762878834">Adding brackets to email subject lines increases open rates by 14%</a>, according to SubjectLine.com Newsletter</li></ul>