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

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,...

Calculating the Cost Of Servicing Small Accounts And Setting Smart Minimums

Posted June 12, 202400:14:55

There will come a time when continuing to serve the needs of smaller accounts or those outside of your target audience will no longer serve the needs...

Coffee Break with C2P: Debunking Annuity Myths to Overcome Client Objections

Posted May 29, 202400:25:43

Despite providing a reliable stream of retirement income, few clients may purchase annuities due to common misconceptions. Help them make informed decisions...