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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Stop Competing, Start Differentiating: Marketing for Financial Advisors

Posted July 3, 202500:35:01

Standing out in today's saturated financial services market requires more than just being better—it demands being authentically different. Join host...

How to Build and Scale a Mission-Driven Advisory Practice

Posted June 26, 202500:22:28

What does it really take to scale your organization without compromising your mission? Join host Kirsten Schlumbohm, Vice President, Head of Annuity...

Creating change for Females in Finance: Sheryl Hickerson on Advancement and Allyship

Posted June 19, 202500:33:16

70% of women prefer to work with female advisors. * Learn how to serve your female clients and their complex needs by creating a supportive and welcoming...

Know Your Numbers: Pipeline Tracking for Advisors

Posted June 12, 202500:30:13

Transform your marketing-to-sales pipeline with proven tracking strategies that drive real results. Join host Matt Seitz, Chief Marketing Officer at...

Creating Purpose-Driven Profitability: Business Growth for Advisors

Posted June 5, 202500:29:42

Financial success on paper doesn't always translate to personal fulfillment or sustainable business growth. Join guest host Kirsten Schlumbohm, Vice...