Канал: C2P

How Advisors Can Prepare for the Great Wealth Transfer

How Advisors Can Prepare for the Great Wealth Transfer

The Evolution of Investing: Time-Tested Strategies from DFA's Dr. Apollo Lupescu

The Evolution of Investing: Time-Tested Strategies from DFA's Dr. Apollo Lupescu

Financial Advisor Tips: Year-End Tax-Efficient Giving

Financial Advisor Tips: Year-End Tax-Efficient Giving

Women’s Wealth Matters: Mastering Social Security Planning and Marketing Strategies

Women’s Wealth Matters: Mastering Social Security Planning and Marketing Strategies

How Technology is Redefining Estate Planning: A Modern Guide for Financial Advisors

How Technology is Redefining Estate Planning: A Modern Guide for Financial Advisors

Philanthropic Marketing for Financial Advisors: How to Showcase Your Community Impact Authentically

Philanthropic Marketing for Financial Advisors: How to Showcase Your Community Impact Authentically

Back to The Bucket Plan® Basics: Episode 4

Back to The Bucket Plan® Basics: Episode 4

Eight Social Security Myths Examined: Important Insights for Financial Advisors

Eight Social Security Myths Examined: Important Insights for Financial Advisors

Beyond COLA 2025: The Future of Social Security Planning for Financial Advisors

Beyond COLA 2025: The Future of Social Security Planning for Financial Advisors

Navigating SEC Marketing Rules: A Financial Advisor's Guide to Compliance

Navigating SEC Marketing Rules: A Financial Advisor's Guide to Compliance

Advising Women on Social Security: Essential Strategies Every Financial Advisor Should Know

Advising Women on Social Security: Essential Strategies Every Financial Advisor Should Know

Financial Advisor Marketing Tips for 2025

Financial Advisor Marketing Tips for 2025

Differentiating Your Advisory Practice by Marketing Your Authenticity

Differentiating Your Advisory Practice by Marketing Your Authenticity

Simplify Your Financial Planning Process with The Bucket Plan®: Step 3: Deliver

Simplify Your Financial Planning Process with The Bucket Plan®: Step 3: Deliver

Transitioning From a Broker-Dealer to an RIA: What Advisors Should Know

Transitioning From a Broker-Dealer to an RIA: What Advisors Should Know

Strategic Client Gift-Giving: How Top Advisory Firms Create Memorable Client Experiences

Strategic Client Gift-Giving: How Top Advisory Firms Create Memorable Client Experiences

Advising in Uncertain Times: Election Year Strategies to Keep Clients Confident

Advising in Uncertain Times: Election Year Strategies to Keep Clients Confident

Maximize Impact & Minimize Taxes: Boost Clients' Charitable Impact with Tax-Efficient Strategies

Maximize Impact & Minimize Taxes: Boost Clients' Charitable Impact with Tax-Efficient Strategies

Marketing For Financial Advisors: Insights From INBOUND Conference

Marketing For Financial Advisors: Insights From INBOUND Conference

C2P's Advisor Spotlight: Scott Kaup & Joining C2P

C2P's Advisor Spotlight: Scott Kaup & Joining C2P

C2P's Advisor Spotlight: Scott Kaup & The Tax Management Journey

C2P's Advisor Spotlight: Scott Kaup & The Tax Management Journey

Navigating the Now Bucket in a Low-Interest Rate Environment

Navigating the Now Bucket in a Low-Interest Rate Environment

Unpacking the Impact of Management Styles on Team Performance and Development

Unpacking the Impact of Management Styles on Team Performance and Development

Unifying & Cross-Selling for Success: How to Develop and Scale an Ensemble Practice

Unifying & Cross-Selling for Success: How to Develop and Scale an Ensemble Practice

Simplify Your Financial Planning Process with The Bucket Plan®: Step 2, Design

Simplify Your Financial Planning Process with The Bucket Plan®: Step 2, Design

Demystifying Medicare Planning: Your Gateway To Exceptional Service And Leads

Demystifying Medicare Planning: Your Gateway To Exceptional Service And Leads

Coloring Inside the Lines: Compliant Content Creation Best Practices for Financial Advisors

Coloring Inside the Lines: Compliant Content Creation Best Practices for Financial Advisors

Building a Thriving Practice Through Mentorship & Thought Leadership│Part 2

Building a Thriving Practice Through Mentorship & Thought Leadership│Part 2

Debunking Social Security Myths: How to Help Clients Maximize Their Benefits Part 2

Debunking Social Security Myths: How to Help Clients Maximize Their Benefits Part 2

Are You Struggling to See the ROI of Your Marketing and Lead Generation Efforts?

Are You Struggling to See the ROI of Your Marketing and Lead Generation Efforts?

Lead Generation Through Video Creation: Top YouTube & Facebook Marketing Tips for Financial Advisors

Lead Generation Through Video Creation: Top YouTube & Facebook Marketing Tips for Financial Advisors

Debunking Social Security Myths: How To Help Clients Maximize Their Benefits Part 1

Debunking Social Security Myths: How To Help Clients Maximize Their Benefits Part 1

Mastering Investor Psychology: Strategies for Financial Advisors to Keep Clients Invested

Mastering Investor Psychology: Strategies for Financial Advisors to Keep Clients Invested

Building An Authentic, Successful Brand: Lessons from An Advisor And Author

Life Insurance: How to leverage this Bucket Plan® Essential for Enhanced Client Protection

Life Insurance: How to leverage this Bucket Plan® Essential for Enhanced Client Protection

AI for Financial Advisors: How to leverage AI as a strategic thought partner

AI for Financial Advisors: How to leverage AI as a strategic thought partner

Don't Waste Your Money: How to Efficiently Follow Up on Leads as a Financial Advisor

Don't Waste Your Money: How to Efficiently Follow Up on Leads as a Financial Advisor

Recruiting the Next Generation: Creating Effective Financial Advisor Internship

Recruiting the Next Generation: Creating Effective Financial Advisor Internship

Legacy Planning Beyond Dollars: Strengthening Relationships

Legacy Planning Beyond Dollars: Strengthening Relationships

Training Up the Next Generation: Leveraging Learning Management Systems in Financial Advisory Firms

Training Up the Next Generation: Leveraging Learning Management Systems in Financial Advisory Firms

Simplify Your Financial Planning Process with The Bucket Plan®: Step 1, Discover Part 2

Simplify Your Financial Planning Process with The Bucket Plan®: Step 1, Discover Part 2

Video Marketing Tips From Top Producers: How to Engage and Grow Your Client Base

Video Marketing Tips From Top Producers: How to Engage and Grow Your Client Base

Simplify Your Financial Planning Process with The Bucket Plan®: Step 1, Discover

Simplify Your Financial Planning Process with The Bucket Plan®: Step 1, Discover

Essential Strategies for Financial Advisors: How to Help Clients Avoid Marginal Tax Traps

Essential Strategies for Financial Advisors: How to Help Clients Avoid Marginal Tax Traps

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

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

Client Equity Compensation & Stock Options Made Easy with The Bucket Plan®

Client Equity Compensation & Stock Options Made Easy with The Bucket Plan®

Broker-Dealer Breakups: Alanah Phillips on Transitioning to RIA Models

Broker-Dealer Breakups: Alanah Phillips on Transitioning to RIA Models

Doing Business in the Multi-Million Dollar Space with the Tax Management Journey®

Doing Business in the Multi-Million Dollar Space with the Tax Management Journey®

C2P's Advisor Spotlight: Joe DiSalvo

C2P's Advisor Spotlight: Joe DiSalvo

Coffee Break with C2P: Building a Thriving Practice Through Mentorship & Thought Leadership

Coffee Break with C2P: Building a Thriving Practice Through Mentorship & Thought Leadership

Be Your Own Advocate: An Advisor's Journey to $42M AUM

Be Your Own Advocate: An Advisor's Journey to $42M AUM

Maximizing Your Potential as a Financial Advisor with The Miracle Morning

Maximizing Your Potential as a Financial Advisor with The Miracle Morning

Mastering Lead Generation and Conversion In An Evolving Landscape, Part 2

Mastering Lead Generation and Conversion In An Evolving Landscape, Part 2

Boosting Engagement and Referrals With Creative Client Events

Boosting Engagement and Referrals With Creative Client Events

Divorce Made Simple: Financial & Practical Advice from Amy Colton

Divorce Made Simple: Financial & Practical Advice from Amy Colton

C2P's 2024 Mastermind Collegium in Pittsburgh: Forging Prosperity

C2P's 2024 Mastermind Collegium in Pittsburgh: Forging Prosperity

Mastering Lead Generation and Conversion In An Evolving Landscape, Part 1

Mastering Lead Generation and Conversion In An Evolving Landscape, Part 1

Calculating the Cost Of Servicing Small Accounts And Setting Smart Minimums

Calculating the Cost Of Servicing Small Accounts And Setting Smart Minimums

From Actuary To CFO: Lessons and Insights from Wendy Young

From Actuary To CFO: Lessons and Insights from Wendy Young

Coffee Break with C2P: Debunking Annuity Myths to Overcome Client Objections

Coffee Break with C2P: Debunking Annuity Myths to Overcome Client Objections

The Branding Blueprint: Essential Tips for Creating a Standout Brand

Not your Grandma's Annuities: Insights from Annuity Rockstar Sheryl Moore

Not your Grandma's Annuities: Insights from Annuity Rockstar Sheryl Moore

Investing Through the Election: How to Advise Clients During Political Uncertainty

Investing Through the Election: How to Advise Clients During Political Uncertainty

Cultivating Connections: Key Lead Generation Strategies For Financial Advisors

Cultivating Connections: Key Lead Generation Strategies For Financial Advisors

The Rainmaker Multiplier Book: Bonus Chapter -- Guide to the Tax Management Journey®

The Rainmaker Multiplier Book: Bonus Chapter -- Guide to the Tax Management Journey®

11-Star Customer Service: The Key to Building Lasting Client Connections

11-Star Customer Service: The Key to Building Lasting Client Connections

Coffee Break with C2P: A Holistic Approach to Special Needs Planning

Coffee Break with C2P: A Holistic Approach to Special Needs Planning

Coaching Female Clients: Lisa Chenet's Top Tips for Women's Financial Planning

Coaching Female Clients: Lisa Chenet's Top Tips for Women's Financial Planning

Coffee Break with C2P: Tax-Advantaged Education Funding with 529 Plans

Coffee Break with C2P: Tax-Advantaged Education Funding with 529 Plans

Quarterly Reflections: Setting and Achieving Goals After Tax Season

Quarterly Reflections: Setting and Achieving Goals After Tax Season

Leveraging Tax Management Year-Round to Transform Your Practice

Leveraging Tax Management Year-Round to Transform Your Practice

Creating a More Inclusive Financial Services Industry Part 2

Creating a More Inclusive Financial Services Industry Part 2

The Tax Management Journey® Preview: Advanced Life Insurance Strategies for Tax Efficiency

The Tax Management Journey® Preview: Advanced Life Insurance Strategies for Tax Efficiency

What's it Like Working at C2P?

What's it Like Working at C2P?

Creating a More Inclusive Financial Services Industry Part 1

Creating a More Inclusive Financial Services Industry Part 1

Educate to Accumulate: Empowering Young Investors

Educate to Accumulate: Empowering Young Investors

Introducing The Bowl Plan!

Introducing The Bowl Plan!

The Teamwork Movement: Redefining Practice Management Beyond Career Paths

The Teamwork Movement: Redefining Practice Management Beyond Career Paths

Be Your Own Advocate: Shaping a Successful Career in Finance

Be Your Own Advocate: Shaping a Successful Career in Finance

From Introductions to Impact: How To Secure Referrals With Ease

From Introductions to Impact: How To Secure Referrals With Ease

The Art of Influence: How to Build Reliable COI Networks

The Art of Influence: How to Build Reliable COI Networks

Advanced Tax-Efficient Planning for High-Net-Worth Clients

Advanced Tax-Efficient Planning for High-Net-Worth Clients

Financial Advisor Speaking Tips: Workshops, Webinars, & Beyond, Part 2

Financial Advisor Speaking Tips: Workshops, Webinars, & Beyond, Part 2

Coffee Break with C2P: Mary Sterk’s Journey to Becoming a Forbes Top Advisor

Coffee Break with C2P: Mary Sterk’s Journey to Becoming a Forbes Top Advisor

Financial Advisor Speaking Tips: Workshops, Webinars, & Beyond, Part 1

Financial Advisor Speaking Tips: Workshops, Webinars, & Beyond, Part 1

Coffee Break with C2P: Hiring support staff to propel your success

Coffee Break with C2P: Hiring support staff to propel your success

AWC Reflections: Overcoming Imposter Syndrome with Kelly Barnard

AWC Reflections: Overcoming Imposter Syndrome with Kelly Barnard

Financial Workshop Hosting Tips to Win More Clients

Financial Workshop Hosting Tips to Win More Clients

The Art of Connection: Networking Strategies for Financial Rainmakers

The Art of Connection: Networking Strategies for Financial Rainmakers

How to Generate Leads and Boost Credibility With a Podcast

How to Generate Leads and Boost Credibility With a Podcast

Impactful Life Insurance Strategies for Financial Advisors

Impactful Life Insurance Strategies for Financial Advisors

Clients for Life: The Impact of Tax Planning Management

Clients for Life: The Impact of Tax Planning Management

Coffee Break with C2P: How Financial Advisors Can Drive Traffic and Boost Conversions

Coffee Break with C2P: How Financial Advisors Can Drive Traffic and Boost Conversions

Coffee Break with C2P: Mapping your Goals for 2024

Coffee Break with C2P: Mapping your Goals for 2024

Redefining Self-Worth: The Path to MoneyZen with Manisha Thakor

Redefining Self-Worth: The Path to MoneyZen with Manisha Thakor

The Power of the Virtual Assistant: Leveraging Team and Tech to Help Your Business Thrive

The Power of the Virtual Assistant: Leveraging Team and Tech to Help Your Business Thrive

Sustainable Practice Success, Part 1: Career Path & Compensation Models

Sustainable Practice Success, Part 1: Career Path & Compensation Models

The Medicare Specialist Advantage: A Value-Add for Your Clients and Firm

The Medicare Specialist Advantage: A Value-Add for Your Clients and Firm

Sustainable Practice Success, Part 2: Organic Business Development

Sustainable Practice Success, Part 2: Organic Business Development

Chat GPT for Financial Advisors, Part 2: Save Time and Generate Marketing Content with AI

Chat GPT for Financial Advisors, Part 2: Save Time and Generate Marketing Content with AI

Chat GPT for Financial Advisors, Part 1: How to Create and Streamline Social Media & Ads

Chat GPT for Financial Advisors, Part 1: How to Create and Streamline Social Media & Ads

Succession Planning: Empowering the Next Generation of Financial Advisors

Succession Planning: Empowering the Next Generation of Financial Advisors

Bucket Plan On Demand Podcast: Client Communication Tips from Matt Abrahams

Bucket Plan On Demand Podcast: Client Communication Tips from Matt Abrahams

Coffee Break with C2P: How to Provide 5-Star Client Service

Coffee Break with C2P: How to Provide 5-Star Client Service

Coffee Break with C2P: How High-Performing Advisors Leverage The Bucket Plan® Book

Coffee Break with C2P: How High-Performing Advisors Leverage The Bucket Plan® Book

Why is It Important to Charge Planning Fees?

Why is It Important to Charge Planning Fees?

Serving the next generation: Teaching young adults financial literacy

Serving the next generation: Teaching young adults financial literacy

Coffee Break with C2P: Optimizing Your Financial Advisor Ads on Social Media

Coffee Break with C2P: Optimizing Your Financial Advisor Ads on Social Media

Coffee Break with C2P: Strategies to Financially Empower Divorcees and Widows

Coffee Break with C2P: Strategies to Financially Empower Divorcees and Widows

11 Digital Marketing Tips to Drive Business

11 Digital Marketing Tips to Drive Business

Protecting Her Legacy: The Role of Life Insurance for Women

Protecting Her Legacy: The Role of Life Insurance for Women

Continuity with the Advisor Career Path: Greg Hammer

Continuity with the Advisor Career Path: Greg Hammer

Conversation Circles & Leveraging Your Centers of Influence

Conversation Circles & Leveraging Your Centers of Influence

My Favorite Part of C2P: Tim Haas, CFP®, CIMA®, MBA

My Favorite Part of C2P: Tim Haas, CFP®, CIMA®, MBA

The Money Cycle

The Money Cycle

Women & Wealth: How Community and Conversation Improves the Client Experience

Women & Wealth: How Community and Conversation Improves the Client Experience

Long-Term Care Planning: Better Ways to Have the Talk and Engage Your Clients

Long-Term Care Planning: Better Ways to Have the Talk and Engage Your Clients

The Mastermind Collegium — C2P’s Event for Leading Financial Advisors

The Mastermind Collegium — C2P’s Event for Leading Financial Advisors

The Advisor Career Path & Compensation Training

The Advisor Career Path & Compensation Training

The Bucket Plan 2.0 Live Training

The Bucket Plan 2.0 Live Training

The Bucket Plan 1.0 Live Training

The Bucket Plan 1.0 Live Training

The Tax Management Journey® Training

The Tax Management Journey® Training

How to Build a Dementia Care Plan & Team with Bill Cohen

How to Build a Dementia Care Plan & Team with Bill Cohen

What We Offer — How C2P Supports Top Financial Advisors

What We Offer — How C2P Supports Top Financial Advisors

What Marketing Strategies Really Work for Financial Advisors?

What Marketing Strategies Really Work for Financial Advisors?

The Power of The Bucket Plan®: Julie Manning, RICP®, CFF

The Power of The Bucket Plan®: Julie Manning, RICP®, CFF

The Power of The Bucket Plan®: Peter Lynch, CPA®

The Power of The Bucket Plan®: Peter Lynch, CPA®

Using Behavioral Finance to Support Women Investors (Trailer)

Using Behavioral Finance to Support Women Investors (Trailer)

A Woman's Clarity Podcast: Dr. Daniel Crosby & Supporting Women Investors with Behavioral Finance

A Woman's Clarity Podcast: Dr. Daniel Crosby & Supporting Women Investors with Behavioral Finance

Enhancing Your Client Experience — C2P Updates & Innovations

Enhancing Your Client Experience — C2P Updates & Innovations

The Power of The Bucket Plan: Deb Cundiff, CPA

The Power of The Bucket Plan: Deb Cundiff, CPA

Coffee Break with C2P: How to Motivate Clients to Move All their Money to You

Coffee Break with C2P: How to Motivate Clients to Move All their Money to You

Growing Because of the Advisor Career Path: Bryan Bibbo, AIF®, NSSA, BPC,

Growing Because of the Advisor Career Path: Bryan Bibbo, AIF®, NSSA, BPC,

Conversations at our Mastermind Collegium: Lisa Chenet, CFF®, BPC

Conversations at our Mastermind Collegium: Lisa Chenet, CFF®, BPC

C2P is Like Family: Joe Bilello, CFF, ChFC®, CEP®, BPC

C2P is Like Family: Joe Bilello, CFF, ChFC®, CEP®, BPC

Finding a Process: Jeff Warnkin, CFP®, CPA®, NSSA

Finding a Process: Jeff Warnkin, CFP®, CPA®, NSSA

A Career Path for Financial Advisors: Conrad Levesque, CFP®, CPA, BPC

A Career Path for Financial Advisors: Conrad Levesque, CFP®, CPA, BPC

Tax Planning is the Difference Maker: James Comblo, CFF®

Tax Planning is the Difference Maker: James Comblo, CFF®

Doubling Your Business: Tony Engrassia, ChFC®, LUTCF®, CFF

Doubling Your Business: Tony Engrassia, ChFC®, LUTCF®, CFF

Unmatched Processes: Dave Buckwald, CFP®, CLU®, CHFC®, CLTC®

Unmatched Processes: Dave Buckwald, CFP®, CLU®, CHFC®, CLTC®

Scaling Your Business with C2P: Marty James, CPA, PFS

Scaling Your Business with C2P: Marty James, CPA, PFS

What's Your Why? Business, Family, or You?

What's Your Why? Business, Family, or You?

Are You Ready to Be a Superhero?

Are You Ready to Be a Superhero?

Be a Superhero at the Mastermind Collegium

Be a Superhero at the Mastermind Collegium

Rainmaker Multiplier On-Demand Podcast Episode 23: Marketing Automation

Rainmaker Multiplier On-Demand Podcast Episode 23: Marketing Automation

C2P Solutions: Holistic Financial Planning

C2P Solutions: Holistic Financial Planning

C2PE-Mastermind Collegium Event 2022

C2PE-Mastermind Collegium Event 2022

Bucket Plan On Demand Podcast-Communicating Financial Planning Concepts To Your Customers

Bucket Plan On Demand Podcast-Communicating Financial Planning Concepts To Your Customers

C2P Solutions: Profitable Business Lines

C2P Solutions: Profitable Business Lines

C2P Solutions: Marketing Programs

C2P Solutions: Marketing Programs

C2P Solutions: Practice Management

C2P Solutions: Practice Management

The Value of Holistic Financial Planning with The Bucket Plan®

The Value of Holistic Financial Planning with The Bucket Plan®

The 5th Option with Walter Young | The Bucket Plan On-Demand Trailer

The 5th Option with Walter Young | The Bucket Plan On-Demand Trailer

The Bucket Plan® 1.0 & The Bucket Plan 2.0® Trainings - What's New!

The Bucket Plan® 1.0 & The Bucket Plan 2.0® Trainings - What's New!

Constructing a Financial Advisor Career Path Ladder

Constructing a Financial Advisor Career Path Ladder

Unlock a Competitive Advantage with Tax Planning

Unlock a Competitive Advantage with Tax Planning

Thank You & Happy Holidays from C2P!

Thank You & Happy Holidays from C2P!

Fostering a Mindset of Gratitude

Fostering a Mindset of Gratitude

Financial Advisor Strategies to Increase Assets and Attract Better Clients

Financial Advisor Strategies to Increase Assets and Attract Better Clients

Benefits of Buying a Tax Practice

Benefits of Buying a Tax Practice

4 Ways to Rethink Annuities in Your Clients’ Retirement Plan

4 Ways to Rethink Annuities in Your Clients’ Retirement Plan

C2P is 'truth in action': Jeannette Bajalia

C2P is 'truth in action': Jeannette Bajalia

Simplifying Financial Planning with The Bucket Plan®: Joseph Stacy, AIF®, CDAA™, BPC

Simplifying Financial Planning with The Bucket Plan®: Joseph Stacy, AIF®, CDAA™, BPC

Leveraging the Tax Management Journey: Steve Dellelo, CFF®, ChFC®, CLU, MSFS

Leveraging the Tax Management Journey: Steve Dellelo, CFF®, ChFC®, CLU, MSFS

Growing with PCA and Valor: Lisa Chenet, CFF®, BPC

Growing with PCA and Valor: Lisa Chenet, CFF®, BPC

Success Stories: Reno J Frazzitta, CFP®

Success Stories: Reno J Frazzitta, CFP®

Marketing Growth with C2P: Glen Pier

Marketing Growth with C2P: Glen Pier

Growing with PCA and Valor: Nick Reiland, CFP®, ChFC®

Growing with PCA and Valor: Nick Reiland, CFP®, ChFC®

6 Ways to Rethink Your Lead Nurturing Approach

6 Ways to Rethink Your Lead Nurturing Approach

How to Turn Happy Clients into Your Best Referral Sources

How to Turn Happy Clients into Your Best Referral Sources

Build Client Relationships with the Family Estate Organizer

Build Client Relationships with the Family Estate Organizer

The Rainmaker Multiplier Division

The Rainmaker Multiplier Division

The Bucket Plan Division

The Bucket Plan Division

The Power of a 4-Step Financial Planning Process

The Power of a 4-Step Financial Planning Process

Effective Communication Strategies in a Virtual Environment

Effective Communication Strategies in a Virtual Environment

Positioning Life Insurance with Long-Term Care Benefits

Positioning Life Insurance with Long-Term Care Benefits

Delivering Successful Virtual Seminars

Delivering Successful Virtual Seminars

Virtual Seminars | Interview with Eight Digit Media

Virtual Seminars | Interview with Eight Digit Media

Whiskey Wednesdays Fireside Chat | June 10, 2020

Whiskey Wednesdays Fireside Chat | June 10, 2020

The Innovation Incubator

The Innovation Incubator

The Bucket Plan Best Interest Process: A New Framework for Teaching

The Bucket Plan Best Interest Process: A New Framework for Teaching

Whiskey Wednesdays Fireside Chat | May 27, 2020

Whiskey Wednesdays Fireside Chat | May 27, 2020

Bucket Planning is Not Just Bucketing

Bucket Planning is Not Just Bucketing

The Bucket Plan®

The Bucket Plan®

Whiskey Wednesdays Fireside Chat | May 20, 2020

Whiskey Wednesdays Fireside Chat | May 20, 2020

Whiskey Wednesdays Fireside Chat | May 13, 2020

Whiskey Wednesdays Fireside Chat | May 13, 2020

Whiskey Wednesdays Fireside Chat | May 6, 2020

Whiskey Wednesdays Fireside Chat | May 6, 2020

The Bucket Plan 1.0 | Bulletproof Your Practice

The Bucket Plan 1.0 | Bulletproof Your Practice

The Virtual Advisor Best Practices Panel | What's Working & What's Not

The Virtual Advisor Best Practices Panel | What's Working & What's Not

Whiskey Wednesdays Fireside Chat | April 29, 2020

Whiskey Wednesdays Fireside Chat | April 29, 2020

Whiskey Wednesdays Fireside Chat | April 22, 2020

Whiskey Wednesdays Fireside Chat | April 22, 2020

The Bucket Plan 1.0 Virtual Training

The Bucket Plan 1.0 Virtual Training

Whiskey Wednesdays Fireside Chat | April 15, 2020

Whiskey Wednesdays Fireside Chat | April 15, 2020

Solutions for Adapting to a Virtual Environment

Solutions for Adapting to a Virtual Environment

Whiskey Wednesdays Fireside Chat | April 8, 2020

Whiskey Wednesdays Fireside Chat | April 8, 2020

Jason L Smith Speaker Reel

Jason L Smith Speaker Reel

The Virtual Advisor : A Guide To Using C2P's Resources To Help Advisors Thrive Virtually

The Virtual Advisor : A Guide To Using C2P's Resources To Help Advisors Thrive Virtually

Creating Future Rainmakers [Part Two]

Creating Future Rainmakers [Part Two]

Creating Future Rainmakers [Part One]

Creating Future Rainmakers [Part One]

Clarity 2 Prosperity | Great Advisors Begin Here

Clarity 2 Prosperity | Great Advisors Begin Here