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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AI For Advisors: How to Boost Efficiency and Closing Ratios with Zocks

Posted March 6, 202500:21:23

Discover how implementing Zocks AI platform for financial advisors can transform your practice by streamlining client meetings, improving documentation,...

Overcoming Imposter Syndrome with Kelly Barnard

Posted February 27, 202500:34:50

If you’re an accomplished professional who often doubts your abilities or achievements, you’re probably experiencing a condition referred to as...

Mastering Email Marketing: Strategies to Connect, Nurture, and Convert

Posted February 20, 202500:29:31

Discover why timing, patience, and personalization are the true keys to email marketing success in financial services. In this episode, host Matt Seitz,...

Maximizing Marketing ROI: How Financial Advisors Can Make the Most of Their Marketing Spend

Posted February 13, 202500:36:40

When it comes to measuring your marketing return on your investment (ROI), ask yourself: is what you’re doing worth the time and money you’re spending...

Creating a More Inclusive Financial Services Industry Part 2

Posted February 6, 202500:21:24

Trying to move up the ladder as a woman in financial services or offer support to those who are by fostering a more inclusive environment? Join Kirsten...