C2P welcomes you to discover what’s new and next in the financial services landscape for enhancing your advisory firm and overall business model.
Many advisors assume that if a client wants to refer someone, they will. That assumption could be costing you. Join host Kirsten Schlumbohm, Senior...
Are you putting money into Meta ads, following up on leads, and doing what you're supposed to do, but not getting results? In this episode, host Matt...
If you invest in lead generation, prospects may download guides, register for webinars, and raise their hands, but what happens next? Join host Matt...
Scaling your advisory practice requires a fundamental shift: moving from being the brand to building a brand that can thrive without you. In this episode,...
AI tools have moved from experimental to critical in financial services marketing. Join guest host, Dustin Anaas, Compliance Analyst at Prosperity Capital...