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

The Art of Connection: Networking Strategies for Financial Rainmakers

Posted April 10, 202500:31:24

What does successful networking look like for those in the financial services industry, and why does it matter? It’s more than just attending a mixer...

Supercharge Your Firm's Growth with Accountability Charts

Posted April 2, 202500:29:15

Who handles lead generation? Who's responsible for client onboarding? Many advisors struggle with overlapping responsibilities and unclear ownership...

AI-Powered Content Creation: Compliance and Best Practices for Advisors

Posted March 27, 202500:25:40

AI usage is becoming increasingly popular in our industry and for good reasons, with 73% of businesses reporting increased productivity after AI adoption*....

Getting Ahead as A Female Advisor: Putting Your Health First

Posted March 20, 202500:37:58

While many holistic advisors may excel at creating comprehensive plans for clients' long-term care, health insurance, and retirement lifestyle needs,...

Helping Women in Finance Build Networks and Career Paths

Posted March 13, 202500:42:28

Despite decades of diversity initiatives, women represent only...