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 tools have moved from experimental to critical in financial services marketing. Join guest host, Dustin Anaas, Compliance Analyst at Prosperity Capital...
You've poked around with ChatGPT, saved a few prompts, and told yourself you're using AI. But experiments don't create habits, and without habits you'll...
You've watched the AI demos, signed up for the newsletters, and told yourself you're staying on top of this technology. But staying in learning mode...
How you prepare your organization to use AI determines whether it becomes a productivity tool or another piece of abandoned software. Join host Kirsten...
When it comes to webinars, many advisors focus solely on the handful who attend live while leaving the majority of registrants completely unworked....