Rainmaker Multiplier On-Demand

When it comes to webinars, many advisors focus solely on the handful who attend live while leaving the majority of registrants completely unworked. If you had 80 people register and 8 people booked on your calendar, what are you doing with the other 72 leads you've already paid for? Join host Kalem Mackey, Executive VP and Partner at C2P, as he sits down with Matt Seitz, Chief Marketing Officer at C2P and JL Smith Holistic Wealth Management, as they discuss how to improve your webinar process from touchpoint to follow-up. From mastering the unique challenges of presenting without audience feedback to implementing documented follow-up systems that work every lead, you’ll learn practical ways to transform your webinars from one-time events into systematic lead conversion machines.Resources:* Lead generation partners referenced: Eight Digit Media (https://eightdigitmedia.com/), AFEA (https://www.myafea.org/), AcquireUp (https://www.acquireup.com/) (formerly White Glove) * Follow-up call service referenced: Pellegrini Team Consulting (https://www.pellegriniteam.com/) (Gina Pellegrini)C2P Advisors Only:* Coaching and support program referenced: MentorCONNECT (https://www.c2pmentorconnect.com/) * Content library Platform referenced: C2P Central (https://c2pcentral.com/) Statistics:* Attendance rates are declining industry-wide due to webinar fatigue and preference for replay viewing

Converting digital leads into clients remains one of the biggest challenges facing financial advisors today, especially with the likelihood that the same leads are being worked by multiple advisors simultaneously. Discover how modern marketing techn...

Advisors who contact leads within one to two days of initial engagement see conversion rates up to 60% higher than those who wait a week or more, according to MarketingSherpa. Yet most advisors struggle to implement systematic follow-up processes that capitalize on every lead generated. Join host Matt Seitz, Chief Marketing Officer at C2P, as he sits down with Cary Chaitoff, Vice President of Marketing at C2P, to explore proactive strategies that help turn lead generation into actual business growth. From crafting compelling voicemail scripts to tracking conversion metrics, discover how to build a marketing process that works smarter, not harder, to convert prospects into clients. Resources: For C2P Advisors only: * Marketing services referenced: The Agency at C2P Statistics: * 44% of salespeople stop after one follow-up call  * 2% of all sales happen on the first contact across all industries * Advisors who contact leads within 1-2 days of initial engagement see conversion rates up to 60% higher than those who wait a week or more (MarketingSherpa) * Industry average: 7-9 touches to convert a lead to a Right Fit Call 

AI search is fundamentally changing how prospects discover advisors, and the content strategies that worked six months ago are already obsolete. Join host Matt Seitz, Chief Marketing Officer at C2P, as he continues his conversation with C2P team members, Mila Bennet, Content Writer, and Owen Brodhead, Digital Marketing Manager, fresh from INBOUND—HubSpot's Marketing and Sales conference. Discover how to structure content so AI search engines find you, why online reviews now directly impact your visibility, and how spreading your message across multiple channels keeps you top of mind. From email best practices to video strategy, this episode reveals what separates advisors who get found from those who get overlooked.Resources:* Previous podcast episode: Marketing Shifts That Matter: INBOUND Insights for Advisors Part 1* Conferences Mentioned: HubSpot INBOUND Conference* CRM Referenced: HubSpotC2P Advisors only:* Marketing services referenced: The Agency at C2PStatistics:* Three words or less in subject lines with no preview text generates 25% higher open rates* "Way to" phrasing in subject lines increases open rates by 17-19%

Email marketing is evolving rapidly as Apple introduces new priority placement algorithms and AI search engines reshape how prospects find advisors—strategies that worked last year are already obsolete. Join host Matt Seitz, Chief Marketing Officer at C2P, as he interviews C2P team members, Mila Bennet, Content Writer, and Owen Brodhead, Digital Marketing Manager, fresh from INBOUND – HubSpot’s Marketing and Sales conference. Discover how Apple's email rules are changing inbox strategy, why the shift from SEO to AEO (Answer Engine Optimization) matters for your practice, and how HubSpot's Loop Marketing Framework replaces traditional funnels. Whether you're testing negative emojis in subject lines or optimizing for AI search, this episode offers specific tactics you can implement this week.Resources:* Conferences Mentioned: HubSpot INBOUND Conference* CRM Referenced: HubSpot C2P Advisors only:* Marketing services referenced: The Agency at C2P