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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Don't Waste Your Money: How to Efficiently Follow Up on Leads as a Financial Advisor

Posted August 22, 202400:28:47

Struggling to convert leads into clients for your financial advisory firm? Discover how implementing effective lead nurturing strategies can help you...

Recruiting the Next Generation: Creating Effective Financial Advisor Internship

Posted August 15, 202400:27:58

Struggling to find and develop new talent for your financial advisory firm? Discover how implementing an internship program can transform your business....

Training Up the Next Generation: Leveraging Learning Management Systems in Financial Advisory Firms

Posted August 8, 202400:25:04

Do you lack the time and infrastructure to onboard new advisors at the rate your firm needs? Discover how to leverage Learning Management Systems (LMS)...

Video Marketing Tips From Top Producers: How to Engage and Grow Your Client Base

Posted August 1, 202400:28:52

Discover how video marketing can transform your financial advisory practice with host Cary Chaitoff, Vice President of Marketing at The Agency at C2P,...

Broker-Dealer Breakups: Alanah Phillips on Transitioning to RIA Models

Posted July 17, 202400:36:37

As the numbers and ranks of advisors at broker dealers continues to decline while the number of RIAs grow,* maybe it’s time to consider if you’re...