Rainmaker Multiplier On-Demand

C2P welcomes you to discover what’s new and next in the financial services landscape for enhancing your advisory firm and overall business model.

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Lead Generation Systems for Financial Advisors: Build Better Follow-Up

Posted February 18, 202600:27:27

If you invest in lead generation, prospects may download guides, register for webinars, and raise their hands, but what happens next? Join host Matt...

Scaling Your Advisory Brand Beyond Yourself with Claire Dowdall

Posted February 11, 202600:43:49

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,...

How AI Tools Are Changing Marketing for Financial Advisors

Posted January 28, 202600:30:24

AI tools have moved from experimental to critical in financial services marketing. Join guest host, Dustin Anaas, Compliance Analyst at Prosperity Capital...

How Financial Advisors Can Win Back Time Using AI Part 2

Posted January 14, 202600:19:05

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...

How Financial Advisors Can Win Back Time Using AI

Posted December 29, 202500:22:56

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...