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, Compliance Analyst, to explore how advisory firms can adopt AI without creating unnecessary risk. Learn how to identify high-value use cases in your practice, establish governance frameworks that work, and train AI to become a productive team member. From review processes to data exposure pitfalls, this episode provides the practical roadmap advisors need to implement AI with confidence.

Resources:

• AI Platforms Referenced: ChatGPT, Gemini, Perplexity, Microsoft Copilot
• Software referenced: Zoom AI Companion, Zocks

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, AFEA, AcquireUp (formerly White Glove)
• Follow-up call service referenced: Pellegrini Team Consulting  (Gina Pellegrini)

C2P Advisors Only:

• Coaching and support program referenced: MentorCONNECT
• Content library Platform referenced: C2P Central

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 technology stacks powered by AI and automation can transform your lead conversion process. Join host Cary Chaitoff, Vice President of Marketing at C2P, as he sits down with Robert Sofia, founder and CEO of Snappy Kraken, to explore practical strategies for building a growth stack that scales. Discover strategies for enriching lead data, segmenting your audience, and tracking meaningful metrics. Get practical tactics for modernizing your marketing operations and building sustainable growth.

Resources:

• Marketing platforms referenced: Snappy Kraken, FMG Suite, Salesforce Marketing Cloud
• Lead generation platforms referenced: SmartAsset, WiserAdvisor, Zoe Financial, Ramsey SmartVestor
• Data enrichment platform referenced: Catchlight

Statistics:

• 68% of digital leads are being worked by multiple advisors simultaneously
• Conversion rates on digital leads increase by approximately 71% when prospects are contacted within the first five minutes (Source: Robert Sofia, Snappy Kraken CEO, as stated in episode)

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: HubSpot

C2P Advisors only:

• Marketing services referenced: The Agency at C2P

Statistics:

• 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

Mergers & Acquisitions (M&A) headlines and aggregator emails fill our inboxes daily, with deals focused on multiples and valuations. But the financial calculations are the straightforward part. The real challenges lie in understanding your true motivations, assessing whether you have the right skills for growth versus succession, and managing the emotional aspects of partnership or sale. Join host Dave Alison as he interviews Stan Milovancev, CPA, QKA, co-CEO of Prosperity Capital Advisors and C2P, to discuss both the strategic framework for these decisions and the practical insights from Dave's own recent integration experience. Together, they explore the critical questions advisors should address before pursuing any M&A transaction - from avoiding the "muddy middle" trap to developing delegation skills well before you need them.

Resources:

• Organization referenced: Entrepreneurs' Organization (EO) Forum

We've all encountered moments in our careers where we question whether we're maximizing our impact. Discover how one of the industry's most recognized thought leaders transformed from cold-calling struggles into building platforms that serve over 2,100 advisors. Join host Jason L Smith as he sits down with Michael Kitces, CFP®, founder of Kitces.com, Head of Planning Strategy at Focus Partners Wealth and the driving force behind XY Planning Network and AdvicePay. Learn strategies for building subscription-based planning models, implementing scalable business systems, and multiplying your influence impact beyond traditional client service.

• Platform referenced: XY Planning Network
• Software referenced: AdvicePay
• Content platform: Kitces.com
• Podcast referenced: Financial Advisor Success podcast

Statistics:

• Over 20,000 advisors subscribe to Kitces.com member content for continuing education
• XY Planning Network has grown to 2,100 advisors since its 2014 launch

The One Big Beautiful Bill (OB3) represents the largest tax reform opportunity advisors have seen since the 2017 Tax Cuts and Jobs Act. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and Prosperity Capital Advisors, as he interviews Glen Pier, Certified Financial Fiduciary®, BPC, founder of Infinity Wealth Management and C2P founding member, who has doubled his workshop attendance since OB3 passed. Discover how Glen is leveraging these tax changes to re-engage prospects, expand his client base, and position his practice for unprecedented growth, and how you can do the same. From practical marketing tactics to client communication strategies, this episode reveals how top advisors are capitalizing on OB3 to differentiate themselves and capture significant new assets under management.

 Resources:

• Training referenced: The Tax Management Journey®

Building the right compensation strategy is one of the most critical investments advisory firms make—after all, people are often your largest expense and greatest asset. Discover how to create compensation models that not only attract top talent but inspire firm-wide growth and long-term commitment. Join guest host Kirsten Schlumbohm as she sits down with Kelli Knudsen, EA, Controller and Head of People and Culture at JL Smith Holistic Wealth Management, to explore their innovative "base plus incentive plus stake in the outcome”— part of the comprehensive approach developed through C2P's Teamwork Movement Practice Management program. Kelli shares practical insights from over a decade of experience implementing and refining these compensation strategies that balance financial stability with performance motivation. Learn how to design compensation plans that get everyone from receptionists to senior advisors invested in your firm's success.

 Resources:

• Program referenced: The Teamwork Movement Practice Management Program
• Training referenced: The Teamwork Movement Live Training

Your website is often the first thing prospects see in their search for a financial advisor. You have to make your first impression count if you want to convert that visitor into a client. Discover the essential elements that make financial advisor websites both visually appealing and functionally effective. Join host Cary Chaitoff, VP of Marketing at C2P, as he interviews Missy Shermer, Senior Digital Account Manager, and Owen Brodhead, Digital Marketing Manager, to explore practical strategies for creating websites that convert visitors into qualified prospects. Learn how to optimize your current or future website for both user experience and search engines while navigating compliance requirements in the financial services industry.

 Resources:

• Website platform for financial advisors referenced: FMG Suite
• Website analytics tool referenced: Google Analytics
• Design tool referenced: Canva

Statistics:

• 62.54% of global website traffic comes from mobile devices