이 팟캐스트 소개 🔗
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.
진행자:
업데이트 빈도:
every 19 days
평균 오디오 길이:
30 minutes
게스트 인터뷰
영어
미국
에피소드 217 개
2019년 5월 15일부터
episodic
최신 에피소드 🔗
The event went great and everyone got their questions answered. So why is your calendar still empty? In part two of this episode on lead follow up, host Matt Seitz, Chief Marketing Officer and returning guest Andrei Henson, Advisor Growth Specialist at Prosperity Capital Advisors, dig into the plan…
이전 에피소드 🔗
Are you generating leads but struggling to move them forward? The problem often starts earlier than you think. Join host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors and C2P, as he sits down with Andrei Henson, Advisor Growth Specialist at Prosperity Capital Advisors at C2P, f…
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, men…
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 thro…
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 c…
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 Wha…
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 Coor…
You've poked around with ChatGPT, saved a few prompts, and told yourself you're using AI. But experiments don't create habits, and without habits you'll never move from occasional timesaving to systematic transformation. Join host Jason L Smith as he continues his conversation with Tom Lambotte, CE…
You've watched the AI demos, signed up for the newsletters, and told yourself you're staying on top of this technology. But staying in learning mode has a cost that compounds every week. The firms that moved past the flashy presentations and figured out how to integrate AI into their actual workflo…
How you prepare your organization to use AI determines whether it becomes a productivity tool or another piece of abandoned software. Join host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, as she sits down with Luke Ripienski, CFP®, Chief Compliance Officer, and Dustin Anaas…
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