Rainmaker Multiplier On-Demand

Recent Episodes

Cultivating Connections: Key Lead Generation Strategies For Financial Advisors

Posted May 14, 2024 • 00:28:15

Just like you don’t ask your date to marry you on your first meeting, you can’t expect new leads to become engaged clients without cultivating a...

11-Star Customer Service: The Key to Building Lasting Client Connections

Posted May 8, 2024 • 00:31:58

There’s no shortage of financial advisors but there is a shortage of financial advisors who prioritize exceptional client service. Providing 11-star...

Quarterly Reflections: Setting and Achieving Goals After Tax Season

Posted April 23, 2024 • 00:26:45

You survived tax season, now what? Hear distinguished advisors reflect on the challenges and goals of the past quarter and how they stay on track to...

The Tax Management Journey® Preview: Advanced Life Insurance Strategies for Tax Efficiency

Posted April 9, 2024 • 00:25:29

Are you looking to enhance your practice with innovative, tax-efficient solutions? Life insurance may be the answer! Join Kalem Mackey, CFP®, BPC,...

The Teamwork Movement: Redefining Practice Management Beyond Career Paths

Posted March 26, 2024 • 00:28:18

Advisors aren’t the only critical elements to a thriving practice. Successful advisory firms also use strategies and resources that help boost their...