C2P

46:44

Reimagining Longevity & Lifestyle Planning for Women Clients

13:05

Behind The Rainmaker Multiplier Book: The Self-Sustainable Success Story

29:15

Bulletproofing Your Bucket Plan to Withstand Market Volatility

18:57

Behind The Rainmaker Multiplier Book: Building Your Dream Team

46:16

Reframing Life Insurance: From Protection to Strategic Asset Class

10:56

Behind The Rainmaker Multiplier Book: The Bucket Plan® Breakthrough

29:34

The Fourth Bucket: Longevity Planning for Female Clients

0:46

Staying Confident Through Market Volatility

1:02:33

How Advisors Can Deliver Year Round Value with Tax Management| Ed Slott and Dave Alison

16:48

Behind The Rainmaker Multiplier Book: The Making of a Rainmaker

29:45

Succession Planning: Empowering the Next Generation of Financial Advisors

19:30

Behind The Rainmaker Multiplier Book: The Why

29:45

Financial Clarity for Women Through Bucket Planning

1:21

What's it Like Working at C2P?

31:25

The Art of Connection: Networking Strategies for Financial Rainmakers

1:32

Libby Greiwe at C2P's Mastermind Collegium | June 16-18 | Minneapolis, MN

34:39

Guiding Clients Through Market Volatility: The Bucket Plan® Advantage

0:54

C2P's Mastermind Collegium | June 16-18 | Minneapolis, MN

0:39

Providing Proactive Tax Management

39:16

Supercharge Your Firm's Growth with Accountability Charts

25:41

AI-Powered Content Creation: Compliance and Best Practices for Advisors

33:32

Navigating Market Uncertainty: How to Address Common Investor Concerns

37:59

Getting Ahead as A Female Advisor: Putting Your Health First

42:49

Helping Women in Finance Build Networks and Career Paths

27:33

How to Translate Key Financial Planning Concepts to Clients

22:11

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

37:21

Advisor's Guide to Mastering Stock Options and Equity Compensation

0:41

Life Insurance Strategies for Women's Retirement Planning

34:51

Overcoming Imposter Syndrome

28:10

Beyond The Bucket Plan®: Leveraging Life Insurance as an Asset Class

29:32

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

36:01

Divorce Made Simple: Financial & Practical Advice from Amy Colton

0:40

Acquiring Clients Through Authentic Marketing

0:33

Mastering Social Security Reform Strategies in 2025

36:43

Maximizing Marketing ROI: How Financial Advisors Can Make the Most of Their Marketing Spend

24:25

Multi-Generational Succession Planning: Creating a Transition for Financial Advisory Businesses

21:25

Creating a More Inclusive Financial Services Industry Part 2

32:32

Rethinking Social Security Optimization: Advanced Retirement Income Planning Strategies for Advisors

25:48

Creating a More Inclusive Financial Services Industry Part 1

31:23

Data Protection and Fraud Prevention: A Guide for Financial Advisors

27:40

Converting Culture into Growth: How Elite Financial Advisors Create High-Performing Teams

25:30

Keeping Your Tax Management Edge Sharp with Annual Education

25:07

Growing Your Practice with Strategic Goal Setting: A Financial Advisor's Guide To Success

20:53

AI Prompting 101: A Financial Advisor's Guide to Better Results

0:27

A Financial Advisor's Guide to Compliant Marketing Content

33:06

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

30:26

The Mind and the Market with Dr. Daniel Crosby

28:17

Email Marketing for Financial Advisors: How To Nurture Leads And Practice Growth

34:40

Serving The Next Generation: Teaching Young Adults Financial Literacy

1:14

The Rainmaker Multiplier Book: A Financial Advisor Growth Blueprint

0:34

How Advisors Can Prepare for the Great Wealth Transfer

43:36

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

0:33

Financial Advisor Tips: Year-End Tax-Efficient Giving

40:05

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

26:40

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

27:45

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

23:33

Back to The Bucket Plan® Basics: Episode 4

0:31

Eight Social Security Myths Examined: Important Insights for Financial Advisors

27:02

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

26:01

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

39:36

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

0:34

Financial Advisor Marketing Tips for 2025

28:25

Differentiating Your Advisory Practice by Marketing Your Authenticity

20:14

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

0:37

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

28:02

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

41:42

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

27:10

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

38:04

Marketing For Financial Advisors: Insights From INBOUND Conference

0:47

C2P's Advisor Spotlight: Scott Kaup & Joining C2P

0:54

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

25:13

Navigating the Now Bucket in a Low-Interest Rate Environment

27:06

Unpacking the Impact of Management Styles on Team Performance and Development

26:29

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

34:59

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

27:16

Demystifying Medicare Planning: Your Gateway To Exceptional Service And Leads

25:09

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

26:10

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

18:10

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

0:52

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

27:46

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

26:03

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

29:07

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

32:00

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

25:32

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

35:34

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

28:47

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

27:59

Recruiting the Next Generation: Creating Effective Financial Advisor Internship

35:42

Legacy Planning Beyond Dollars: Strengthening Relationships

25:05

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

38:20

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

28:54

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

29:35

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

27:46

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

39:22

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

29:54

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

36:38

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

1:16

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

0:49

C2P's Advisor Spotlight: Joe DiSalvo

28:31

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