C2P welcomes you to discover what’s new and next in the financial services landscape for enhancing your advisory firm and overall business model.
One reason lead generation strategies appear to be down across the board in our industry is because the market is becoming saturated with the same messages....
Your clients can be your biggest cheerleaders. Giving them a special event experience to remember, brag about, and bring a friend to, is a great way...
Lead generation strategies appear to be down across the board in our industry. Does this mean they no longer work? Not necessarily. Join host Matt Seitz,...
There will come a time when continuing to serve the needs of smaller accounts or those outside of your target audience will no longer serve the needs...
Despite providing a reliable stream of retirement income, few clients may purchase annuities due to common misconceptions. Help them make informed decisions...