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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Coffee Break with C2P: Building a Thriving Practice Through Mentorship & Thought Leadership

Posted July 15, 202400:28:30

Offering a key to your castle may be the key to growing your firm and securing your succession. Explore how mentorship is crucial for shaping successful...

Maximizing Your Potential as a Financial Advisor with The Miracle Morning

Posted July 10, 202400:41:56

Maximizing Your PotenTransforming your business may require transforming yourself…starting with a morning routine. Join host Matt Seitz, Chief Marketing...

Mastering Lead Generation and Conversion In An Evolving Landscape, Part 2

Posted July 3, 202400:35:25

One reason lead generation strategies appear to be down across the board in our industry is because the market is becoming saturated with the same messages....

Boosting Engagement and Referrals With Creative Client Events

Posted June 27, 202400:25:39

Your clients can be your biggest cheerleaders. Giving them a special event experience to remember, brag about, and bring a friend to, is a great way...

Mastering Lead Generation and Conversion In An Evolving Landscape, Part 1

Posted June 18, 202400:28:29

Lead generation strategies appear to be down across the board in our industry. Does this mean they no longer work? Not necessarily. Join host Matt Seitz,...