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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Recent Episodes

Getting Ahead as A Female Advisor: Putting Your Health First

Posted March 20, 202500:37:58

While many holistic advisors may excel at creating comprehensive plans for clients' long-term care, health insurance, and retirement lifestyle needs,...

Helping Women in Finance Build Networks and Career Paths

Posted March 13, 202500:42:28

Despite decades of diversity initiatives, women represent only...

AI For Advisors: How to Boost Efficiency and Closing Ratios with Zocks

Posted March 6, 202500:21:23

Discover how implementing Zocks AI platform for financial advisors can transform your practice by streamlining client meetings, improving documentation,...

Overcoming Imposter Syndrome with Kelly Barnard

Posted February 27, 202500:34:50

If you’re an accomplished professional who often doubts your abilities or achievements, you’re probably experiencing a condition referred to as...

Mastering Email Marketing: Strategies to Connect, Nurture, and Convert

Posted February 20, 202500:29:31

Discover why timing, patience, and personalization are the true keys to email marketing success in financial services. In this episode, host Matt Seitz,...