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

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...

Email Marketing for Financial Advisors: How To Nurture Leads And Practice Growth

Posted December 19, 202400:28:16

Trying to leverage email marketing to follow up with leads? Learn how to harness the untapped potential of email marketing to captivate prospects, cultivate...

Philanthropic Marketing for Financial Advisors: How to Showcase Your Community Impact Authentically

Posted November 21, 202400:27:44

Looking for ways to showcase your firm's community impact with purpose and authenticity? Whether you're just starting your philanthropic journey or...

Navigating SEC Marketing Rules: A Financial Advisor's Guide to Compliance

Posted November 7, 202400:26:00

Struggling to navigate the increasingly complex world of SEC marketing regulations? Join host Matt Seitz, Chief Marketing Officer at C2P and C2P compliance...