C2P Advisory Group

On-Demand Webinars

Check out some of our recent webinars, providing financial advisor best practices, proven processes, and marketing and prospecting ideas.

 

Don’t Get Left Behind: Closing More Sales in a Virtual Environment
March 10, 2021 | 60 minutes
Presenter: Matt Seitz, Managing Director of Sales & Marketing

Are you prepared to compete in an online environment to get more prospects and grow your business?

Learn how to identify and implement the right technology for your own comfort level, execute relevant content-marketing strategies right away, apply simple rules for conducting online appointments and simulate the kind of connection clients are used to having in person. Find out more by watching this webinar.

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Filling the Sales Funnel: 10 Prospecting Strategies to Fuel Your Growth
March 10, 2021 | 60 minutes
Presenter: Matt Seitz, Managing Director of Sales & Marketing

Cold calling and asking for referrals can be uncomfortable… but they aren’t your only options!

In a recent survey, prospecting was identified as the #1 challenge among current C2P Enterprises’ advisors. Prospecting can be painful for a lot of reasons, but it doesn’t have to be. Advisors just need the right mindset and a new perspective on the value of prospecting. In fact, channeling pain points can be the first step in gaining the courage to prospect! Find out more by watching this webinar.

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A Best Interest is Coming: Are You Prepared?
February 24, 2021 | 30 minutes
Presenter: Kalem Mackey, CFP®, BPC®, Executive Vice President

Learn more about what a best interest standard means for you, your duties as a financial advisor and how to prepare for this legislation with a proven, best-interest process that satisfies this standard and demonstrates how your recommendation is in your client’s best interest. Find out more by watching this webinar.

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Building a Self-Sustaining Business
February 17, 2021 | 30 minutes
Presenter: Jason L Smith, CEP®, BPC®, CEO & Founder

Is your business too reliant on you being the rainmaker? If something were to happen to you, would your business succeed without you?

We founded C2P Enterprises with this in mind. In fact, our founder, Jason L Smith, had a life-threatening event that led to the founding of The Bucket Plan Best Interest Process that helped him grow a self-sustaining business. Find out more by watching this webinar.

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How to Win Business Through Tax Planning
January 28, 2021 | 60 minutes
Presenter: Dave Alison, CFP®, EA, BPC®, Executive Vice President & Founding Partner

You understand tax planning strategies, but do your prospects and clients? Do you know how to educate them in a clear, concise manner so they will in return pay you planning fees?

By adding tax planning to your prospects’ and clients’ financial plans, you’ll maximize their wealth and increase your revenue. Find out more by watching this webinar.

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