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Rainmaker Multiplier On-DemandAuthor: C2P
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. Language: en-us Genres: Business, Entrepreneurship, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Scaling Your Advisory Brand Beyond Yourself with Claire Dowdall
Episode 195
Wednesday, 11 February, 2026
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.ResourcesBook referenced: Exactly What to Say: The Magic Words for Influence and Impact by Phil M JonesCompany referenced: Exactly What to Say
