C2P welcomes you to discover what’s new and next in the financial services landscape for enhancing your advisory firm and overall business model.
They say in sales that time kills deals, but creating deliverables can boost efficiency in your process and improve your client experience. However,...
Successful advisors know that marketing is just as important as their services when it comes to building value for clients. Matt Seitz, Chief Marketing...
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...
The C2P superheroes are here — Founder and CEO Jason L Smith; President and founding partner Dave Alison, and Chief Marketing Officer and partner...
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...