C2P welcomes you to discover what’s new and next in the financial services landscape for enhancing your advisory firm and overall business model.
Standing out in today's saturated financial services market requires more than just being better—it demands being authentically different. Join host...
What does it really take to scale your organization without compromising your mission? Join host Kirsten Schlumbohm, Vice President, Head of Annuity...
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...
Transform your marketing-to-sales pipeline with proven tracking strategies that drive real results. Join host Matt Seitz, Chief Marketing Officer at...
Financial success on paper doesn't always translate to personal fulfillment or sustainable business growth. Join guest host Kirsten Schlumbohm, Vice...