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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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,...

Chat GPT for Financial Advisors, Part 2: Save Time and Generate Marketing Content with AI

Posted August 30, 202300:32:50

Are you a financial advisor Intrigued by Chat GPT but not sure how to start using this AI writing tool at the office level? Hosts of our first Chat...

Marketing Measurables for Financial Advisors: How Knowing Your Numbers Can Transform Your Outcomes

Posted August 21, 202300:29:48

Are you struggling to know where to focus your marketing efforts and how to spot issues in your process before they impact your sales and revenue? Tune...

Chat GPT for Financial Advisors, Part 1: How to Create and Streamline Social Media & Ads

Posted August 15, 202300:13:16

If you’ve ever had trouble finding the perfect words to capture your social media audience or explain your advisory firm in an advertisement, Chat...