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: Perfecting Your Annual Client Review Process
In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, host Jason L Smith sits down with the founder...
Coffee Break with C2P: Running In-Force Illustrations on Life Insurance
In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, Kalem Mackey, CFP®, BPC, hosts a discussion...
Marketing Automation
In this edition of the Rainmaker Multiplier On-Demand Podcast, we discuss the importance of marketing automation and technology in the financial services...
Coffee Break with C2P: Tax Prep vs. Tax Management vs. Tax Planning
In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, Dave Alison hosts Tax Preparation...
Coffee Break with C2P: Getting Referrals
In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, Jason L Smith is joined by Bill Cates, John...
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