C2P welcomes you to discover what’s new and next in the financial services landscape for enhancing your advisory firm and overall business model.
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...
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...