C2P welcomes you to discover what’s new and next in the financial services landscape for enhancing your advisory firm and overall business model. Developed by Jason L Smith, this podcast takes you through strategies for multiplying your revenue, net profit, lines of business, capabilities, efficiencies, most valuable relationships, and top producers — your rainmakers. Join our rotating host lineup for exclusive insights on everything from structuring your practice, marketing best practices, compensation frameworks, and how to navigate the modern world of compliance.
The Art of Influence: How to Build Reliable COI Networks
Financial Advisor Speaking Tips: Workshops, Webinars, & Beyond, Part 1
Financial Workshop Hosting Tips to Win More Clients
How Financial Advisors Can Drive Traffic and Boost Conversions, Part 2
The Branding Blueprint: Essential Tips for Creating a Standout Brand
Mapping your Goals for 2024
Coffee Break with C2P: How to Provide 5-Star Client Service
Sustainable Practice Success, Part 2: Career Organic Business Development
The Medicare Specialist Advantage: A Value-Add for Your Clients and Firm
Coffee Break with C2P: Optimizing Your Financial Advisor Ads on Social Media
Financial Advisor Speaking Tips: Workshops, Webinars, & Beyond, Part 2
Coffee Break with C2P: Hiring support staff to propel your success
How to Generate Leads and Boost Credibility With a Podcast
Clients for Life: The Impact of Tax Planning Management
How Financial Advisors Can Drive Traffic and Boost Conversions
Navigating Financial Content Creation: Tips, Trends, & Compliance
C2P’s Top 3 Podcasts of 2023!
Sustainable Practice Success, Part 1: Career Path & Compensation Models