C2P welcomes you to discover what’s new and next in the financial services landscape for enhancing your advisory firm and overall business model.
Email marketing is evolving rapidly as Apple introduces new priority placement algorithms and AI search engines reshape how prospects find advisors—strategies...
Mergers & Acquisitions (M&A) headlines and aggregator emails fill our inboxes daily, with deals focused on multiples and valuations. But the...
We've all encountered moments in our careers where we question whether we're maximizing our impact. Discover how one of the industry's most recognized...
The One Big Beautiful Bill (OB3) represents the largest tax reform opportunity advisors have seen since the 2017 Tax Cuts and Jobs Act. Join host Dave...
Building the right compensation strategy is one of the most critical investments advisory firms make—after all, people are often your largest expense...