C2P welcomes you to discover what’s new and next in the financial services landscape for enhancing your advisory firm and overall business model.
On this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, our panel of experts discuss market volatility,...
Alex Hopkin from Simply Paraplanner sat down with Jason L Smith to discuss the Power of Paraplanners within the 5-rung ladder of the Advisor Career...
It's time to unlock a competitive advantage with tax planning! Watch as Christopher P. Woehrle, JD, LL.M (Tax) and Dave Alison, CFP®, EA, BPC discuss...
If you’re ready to start attracting higher net worth clients, maybe it’s time to change up your financial advisor strategies! Listen as Bryan Bibbo,...
What is one proven way to grow your business? By adding a tax practice! Listen as Jason L Smith and Richard James, Founder and CEO of Financial Services...