C2P welcomes you to discover what’s new and next in the financial services landscape for enhancing your advisory firm and overall business model.
Are you looking to enhance your practice with innovative, tax-efficient solutions? Life insurance may be the answer! Join Kalem Mackey, CFP®, BPC,...
Advisors aren’t the only critical elements to a thriving practice. Successful advisory firms also use strategies and resources that help boost their...
Are you one of the 88% of advisors who don’t ask your clients for referrals, despite it making up 88% of your new business?* Learn how to enhance...
The most successful businesses have close relationships with centers of influence (COI) — well-connected people or groups that can boost your reputation...
Anyone or advisor can deliver a presentation, it’s how you deliver that presentation that makes all the difference. Join host Matt Seitz, Chief Marketing...