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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
From Introductions to Impact: How To Secure Referrals With Ease
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 Art of Influence: How to Build Reliable COI Networks
The most successful businesses have close relationships with centers of influence (COI) — well-connected people or groups that can boost your reputation...
Financial Advisor Speaking Tips: Workshops, Webinars, & Beyond, Part 2
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...
Financial Advisor Speaking Tips: Workshops, Webinars, & Beyond, Part 1
Are you comfortable meeting with clients and prospects but lack confidence when hosting in-person or online events? Host Matt Seitz, Chief Marketing...
Coffee Break with C2P: Hiring support staff to propel your success
If you’re an advisory firm owner trying to propel your business forward, you need competent and compatible staff to support your top advisors now...
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