Marketing

Join forces with The Attorney Advisor Alliance and revolutionize the estate and financial planning process! By leveraging our partnership with The National Network of Estate Planning Attorneys, this unique program empowers you to unify your services, turbo-charge your referrals, and enhance your credibility in the marketplace. Experience the benefits of bridging the critical gap between

Transform your marketing strategy with our Seminar Content and Training course, where you’ll discover how to host successful seminars that captivate and engage your audience. Learn the essential steps to execute impactful events while gaining access to our comprehensive seminar content resources that will streamline your planning process. This course will empower you with the

Elevate your event hosting skills with our Advanced Seminar Training. This dynamic program features insights and advanced techniques from seminar experts like Dr. Kerry Johnson and Frank Maselli, equipping you with innovative practices to create even more impactful and successful events. You’ll learn how to captivate your audience, enhance engagement, and maximize attendance, ensuring that

Unlock the secrets to elevating your marketing efforts with our Next Level Marketing Plan course! This dynamic training will guide you through the intricacies of planning a successful revenue campaign, organizing impactful client events, and maximizing your networking potential. You’ll learn innovative strategies and actionable tactics designed to enhance your marketing initiatives, drive client engagement,

Tix Marketing is a successful marketing program designed to drive prospect to your events and  teach you how to increase your seminar attendance and conversion rate. It includes topics such as: Creating a Raffle Ticketing Program, Seminar Management, and Appointment Processing. Open the content by clicking on content link below ‘Course Content’. To access to

This process takes you through step by step on how to gain referrals from existing clients, and how to turn those referrals into clients. Open the content by clicking on content link below ‘Course Content’. To access to this course contact your C2P Support Team, login or use request access.

The process takes you through all the steps to become a trusted social security consultant and provide a unique service which is in critical demand in your community and throughout the country. Open the content by clicking on content link below ‘Course Content’. To access to this course contact your C2P Support Team, login or

Client satisfaction and relatedly, referrals, are crucial parts of an advisor’s business. Utilize this comprehensive system to use the NPS survey to measure client satisfaction and generate referrals for your practice. Open the content by clicking on content link below ‘Course Content’. To access to this course contact your C2P Support Team, login or use