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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Recent Episodes

Sustainable Practice Success, Part 2: Organic Business Development

Posted November 7, 202300:27:01

For most successful advisory firms, business development is less of a stand-alone process and more about helping attract advisors who provide quality...

Sustainable Practice Success, Part 1: Career Path & Compensation Models

Posted October 31, 202300:36:50

Whether you're just starting in financial services or are a seasoned pro, every professional needs a strong team and sound internal structure to grow...

The Dos & Don’ts of Marketing for Financial Advisors: A Compliance Perspective

Posted October 23, 202300:14:08

Any holistic financial advisor who reports to the U.S. Securities and Exchange Commission (SEC) is familiar with having content reviewed by a compliance...

Coffee Break with C2P: Email Marketing Tips and Insights to Boost Engagement

Posted October 16, 202300:28:37

Email marketing is a powerful tool financial advisors should leverage to engage and nurture relationships with their centers of influence, current clients,...

The Medicare Specialist Advantage: A Value-Add for Your Clients and Firm

Posted October 10, 202300:33:17

With the onset of Medicare’s open enrollment period, host Matt Seitz, Chief Marketing Officer at C2P, and guests are here to discuss this timely topic...