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Recent Episodes

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...

Coffee Break with C2P: Increase Your Firm’s Efficiency with Financial Plan Design Training

Posted July 17, 2023 • 00:30:49

They say in sales that time kills deals, but creating deliverables can boost efficiency in your process and improve your client experience. However,...

What Marketing Strategies Really Work for Financial Advisors?

Posted July 12, 2023 • 00:33:06

Successful advisors know that marketing is just as important as their services when it comes to building value for clients. Matt Seitz, Chief Marketing...

Let Go & Lead: Empowering Your Team

Posted July 5, 2023 • 00:14:45

Your team is your life preserver in your firm, so why is it so hard for advisors to let go and allow them to do the job you hired them to do? Gina answers...