C2P welcomes you to discover what’s new and next in the financial services landscape for enhancing your advisory firm and overall business model.
Life insurance carries many misconceptions today that may prevent your clients from purchasing coverage, and many who want to take advantage of its...
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,...
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...
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...
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...