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

AI Compliance and Setup Strategy for Financial Advisors

Posted December 3, 202500:30:02

How you prepare your organization to use AI determines whether it becomes a productivity tool or another piece of abandoned software. Join host Kirsten...

Webinar Strategies for Financial Advisors: Engagement to Conversion

Posted November 19, 202500:27:41

When it comes to webinars, many advisors focus solely on the handful who attend live while leaving the majority of registrants completely unworked....

Converting Digital Leads: AI and Marketing Automation for Advisors

Posted November 5, 202500:26:18

Converting digital leads into clients remains one of the biggest challenges facing financial advisors today, especially with the likelihood that the...

Working Every Lead: Systematic Follow-Up for Financial Advisors

Posted October 22, 202500:14:52

Advisors who contact leads within one to two days of initial engagement see conversion rates up to 60% higher than those who wait a week or more, according...

Marketing Shifts That Matter: INBOUND Insights for Advisors Part 2

Posted October 8, 202500:20:43

AI search is fundamentally changing how prospects discover advisors, and the content strategies that worked six months ago are already obsolete. Join...