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Recent Episodes

Coffee Break with C2P: What Do Clients Want from a Financial Advisor?

Posted June 16, 2023 • 00:31:22

The answers to that question will surprise you! Charles Sarvari, Regional Director of Dimensional Fund Advisors, breaks down the data his team gathered...

Coffee Break with C2P: How to Motivate Clients to Move All their Money to You

Posted June 1, 2023 • 00:31:39

What can you do as an advisor if a client doesn’t want to move all their money to you? Show them the consequences if they don’t. Dave Alison, CFP®,...

Using Video in Email

Posted May 23, 2023 • 00:18:37

Did you know that advisors who use video in their emails have a 176% higher click-through rate? In this episode of...

Coffee Break with C2P: Understanding Behavioral Finance

Posted May 12, 2023 • 00:29:45

In this episode of Coffee Break with C2P, we dive into behavioral finance! We discuss what it is, how behavioral coaching, client assessment and goals...

Coffee Break with C2P: A Superhero Sneak Peek of our Mastermind Collegium

Posted May 2, 2023 • 00:28:39

Financial advisors...ASSEMBLE! In this episode of Coffee Break with C2P, we share a sneak peek of our upcoming Mastermind Collegium, June 5-7 in Cleveland,...