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: Creative Ways To Show Client Appreciation

Posted October 6, 202300:28:24

In this Coffee Break episode hosted by Matt Seitz, Chief Marketing Officer at C2P, we discuss client appreciation gifts, events, and community service...

Coffee Break with C2P: Strategies & Tools to Identify Your Future Rainmaker

Posted September 18, 202300:28:22

Get ready for the inside scoop on how to screen and secure a top producer, or Rainmaker Multiplier, for your firm. Join host Kalem Mackey, CFP®, BPC,...

The Power of the Virtual Assistant: Leveraging Team and Tech to Help Your Business Thrive

Posted September 13, 202300:43:30

Time is money, and the hours you spend on tasks like scheduling and email follow ups take a huge chunk out of your ability to focus on revenue generating...

Coffee Break with C2P: Life Insurance Awareness Month: helping clients understand it’s true value

Posted September 11, 202300:29:01

Life insurance carries many misconceptions today that may prevent your clients from purchasing coverage, and many who want to take advantage of its...

Coffee Break with C2P: Uncover Gold with a Process to Turn Prospects into Clients

Posted September 1, 202300:28:40

You probably have more prospects in your CRM than you think — but prospects only turn into opportunities if you go after them! Hear host Gina Pellegrini,...