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Recent Episodes

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

Posted August 30, 2023 • 00:32:50

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, 2023 • 00:29:48

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, 2023 • 00:13:16

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...

Strategies of Top-Performing Financial Advisors

Posted August 2, 2023 • 00:34:34

Coming to you from the 2023 Mastermind Collegium in Cleveland, Jason L Smith, Founder & CEO of C2P, talks with the top four advisors on the C2P...

Coffee Break with C2P: Telling Your Story: Messaging Best Practices for Financial Advisors

Posted July 24, 2023 • 00:29:26

Storytelling for financial advisors is just as important as the sales process, and you need to do more in your online presence than drop buzzwords like...