Explore C2P Podcasts

Tips for Financial Advisors at Your Fingertips

Our on‐demand podcasts are designed to empower financial advisors at every stage of their journey. Whether you’re fine-tuning your practice management or looking for innovative financial planning strategies, our lineup has you covered. You’ll get:

• A deep dive into the tactics and trends in today’s financial planning landscape

• Interviews with subject matter specialists and real-world examples

• Practical insights you can implement right away to elevate your practice

Featured Podcasts

Apple Podcasts

Spotify

Apple Podcasts

Spotify

A Taste of Some of Our Favorite Episodes

Get a sneak peek by browsing our trailers. These brief previews offer a glimpse into some of the great guests we’ve had the pleasure of interviewing on how they’re shaping the wealth management conversation.

Philip Palaveev
The Ensemble Practice

Dave Alison
C2P

Lindsey Lewis
The American College of Financial Services

Mark Peterson
BlackRock

Apollo Lupescu
Dimensional Fund Advisors

Matt Abrahams
Stanford University

Daniel Crosby
Orion Advisor Solutions

Josh Friberg
Your Event Elevated

Carrie Kerskie
Identity Fraud Institute