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 comfortable meeting with clients and prospects but lack confidence when hosting in-person or online events? Host Matt Seitz, Chief Marketing...
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...
If you’re interested in hosting educational events on topics like taxes in retirement and Social Security to generate leads, this podcast is for you!...
If you’re wondering how you can leverage the latest in digital marketing to drive your financial practice forward, you have to understand how and...
Almost half of the people in the U.S. like listening to podcasts, and about 75% of them listen because they want to learn new things*. Podcasting provides...