C2P welcomes you to discover what’s new and next in the financial services landscape for enhancing your advisory firm and overall business model.
Have you come to the realization that there aren't enough hours in the day to not only maintain your current client base but continue to grow it? Host...
Jason L Smith, Founder, President and CEO of Clarity 2 Prosperity is featured in this episode, which is a presentation given to advisor members...
Hosts Mary Sterk and Gina Pellegrini discuss delegation and its ability to improve collaboration and communication within your team. Listen and learn...
How do you handle estate planning in your practice? Do you simply refer your client to an estate attorney and hope that they keep you in the loop?...