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

Coffee Break with C2P: How Financial Advisors Can Drive Traffic and Boost Conversions, Part 1

Posted January 22, 202400:27:25

Do you struggle to keep your marketing up to date and consistently develop content that resonates with potential clients? In this Coffee...

Mapping your Goals for 2024

Posted January 9, 202400:28:25

Whether it’s to hire a new paraplanner, increase your lead generation efforts, or anything in between — setting specific, realistic goals for the...

C2P's Top 3 Podcasts of 2023!

Posted December 29, 202300:33:42

With 2024 on the horizon, we are proud to present "C2P's Top Podcasts of 2023.” Here, we share with you excerpts of our three most popular episodes...

Coffee Break with C2P: How to Provide 5-Star Client Service

Posted December 4, 202300:30:10

Providing quality service is a great opportunity to differentiate your firm, retain business, and stimulate referrals to fuel your practice’s growth....

Coffee Break with C2P: Optimizing Your Financial Advisor Ads on Social Media

Posted November 13, 202300:27:45

Are you struggling to create engaging and effective paid social ads? Or want to begin filling your sales funnel with outside prospects, but don’t...