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

Creating a More Inclusive Financial Services Industry Part 1

Posted January 30, 202500:25:47

Whether you’re a woman trying to find your footing in the financial space or a firm looking to become more inclusive to female clients and employees,...

Converting Culture into Growth: How Elite Financial Advisors Create High-Performing Teams

Posted January 23, 202500:27:39

A strong team culture can significantly enhance your practice's productivity and retention. But how do you build one that attracts top performers and...

Growing Your Practice with Strategic Goal Setting: A Financial Advisor's Guide To Success

Posted January 16, 202500:25:06

Start your year with a proven approach to setting and achieving meaningful practice goals. Learn time-tested methods for turning vision into reality...

AI Prompting 101: A Financial Advisor's Guide to Better Results

Posted January 9, 202500:20:21

Looking to enhance the quality of your AI outcomes and your overall experience? It all comes down to how you write your prompts. Join host Jason L Smith...

The Medicare Specialist Advantage: A Value-Add for Your Clients and Firm Redrop

Posted January 2, 202500:33:06

With the onset of Medicare’s open enrollment period, host Matt Seitz, Chief Marketing Officer at C2P, and guests are here to discuss this timely topic...