Presentations Library
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.
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Marketing
The Attorney Advisor Alliance®
Unify the estate and financial planning process by leveraging a nationwide alliance with The National Network of Estate Planning Attorneys and our organization. This unique program will turbo-charge your referrals, increase credibility and bridge the critical gap between two essential planning areas while splitting the marketing costs between like-minded professionals. Open the content by clicking
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Seminar Content and Training
Seminars can be a highly successful form of marketing. Learn how to execute such events as well asaccess our seminar content resources. Course immediately available (BP and RMM Division) 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.
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Advanced Seminar Training
This course expands on the “Seminar Success Strategies” course by showcasing advanced techniques and practices by seminar gurus such as Dr. Kerry Johnson and Frank Maselli to help you host even more successful events. Course immediately available (RMM Division). Open the content by clicking on content link below ‘Course Content’. To access to this course
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Next Level Marketing Plan
Learn how to plan a revenue campaign, client event, networking and take your marketing to the next level. 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.
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The 10K Boomers A Day Opportunity®
In-source expertise and capability with this powerful Medicare Supplement marketing program. With information from this module, you will learn how to hire and promote a skilled insurance agent onto your team and build a stream of leads for your financial advising practice quickly and easily. Open the content by clicking on content link below ‘Course
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Tix Marketing
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
The Referral Experience®
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.
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The Social Security Consultant
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
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NPS Survey Referral Process
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
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