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Recent Episodes
Enhancing Your Client Experience — C2P Updates & Innovations
The C2P superheroes are here — Founder and CEO Jason L Smith; President and founding partner Dave Alison, and Chief Marketing Officer and partner...
Coffee Break with C2P: Financial Advisor Marketing Tips for Slower Summer Months
Want to Learn how to heat up your summer with marketing without cooling down your clients? Matt Seitz, Chief Marketing Officer at C2P, talks with Suzanne...
Coffee Break with C2P: What Do Clients Want from a Financial Advisor?
The answers to that question will surprise you! Charles Sarvari, Regional Director of Dimensional Fund Advisors, breaks down the data his team gathered...
Coffee Break with C2P: How to Motivate Clients to Move All their Money to You
What can you do as an advisor if a client doesn’t want to move all their money to you? Show them the consequences if they don’t. Dave Alison, CFP®,...
Using Video in Email
Did you know that advisors who use video in their emails have a 176% higher click-through rate? In this episode of...
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