C2P welcomes you to discover what’s new and next in the financial services landscape for enhancing your advisory firm and overall business model.
In this Coffee Break episode hosted by Matt Seitz, Chief Marketing Officer at C2P, we discuss client appreciation gifts, events, and community service...
Get ready for the inside scoop on how to screen and secure a top producer, or Rainmaker Multiplier, for your firm. Join host Kalem Mackey, CFP®, BPC,...
Time is money, and the hours you spend on tasks like scheduling and email follow ups take a huge chunk out of your ability to focus on revenue generating...
Life insurance carries many misconceptions today that may prevent your clients from purchasing coverage, and many who want to take advantage of its...
You probably have more prospects in your CRM than you think — but prospects only turn into opportunities if you go after them! Hear host Gina Pellegrini,...