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

Coffee Break with C2P: Increase Your Firm’s Efficiency with Financial Plan Design Training

Posted July 17, 202300:30:49

They say in sales that time kills deals, but creating deliverables can boost efficiency in your process and improve your client experience. However,...

What Marketing Strategies Really Work for Financial Advisors?

Posted July 12, 202300:33:06

Successful advisors know that marketing is just as important as their services when it comes to building value for clients. Matt Seitz, Chief Marketing...

Let Go & Lead: Empowering Your Team

Posted July 5, 202300:14:45

Your team is your life preserver in your firm, so why is it so hard for advisors to let go and allow them to do the job you hired them to do? Gina answers...

Enhancing Your Client Experience — C2P Updates & Innovations

Posted June 23, 202300:49:07

The C2P superheroes are here — Founder and CEO Jason L Smith; President and founding partner Dave Alison, and Chief Marketing Officer and partner...

Coffee Break with C2P: Financial Advisor Marketing Tips for Slower Summer Months

Posted June 22, 202300:29:42

Want to Learn how to heat up your summer with marketing without cooling down your clients? Matt Seitz, Chief Marketing Officer at C2P, talks with Suzanne...