Break up your workweek with the company of industry experts and peers, while we share our wisdom and motivate each other to strengthen our individual advisory practices!

LIVE, every Thursday from 5:30 pm - 6:30 pm EST until end of May

Each week, we’ll be exploring a unique theme, talking about industry updates, holding Q&A’s with guests, and sharing
our ideas and experiences over cocktails… or whatever you’d like to drink.

During this interactive forum, we'll discuss:

  • The largest obstacles you are facing right now
  • Which of your strategies and solutions are working best
  • Other ways to enhance your advisory business
  • And, how C2P Enterprises can assist

.....all while having fun over drinks!

Your Hosts

Dave Alison, CFP®, EA, BPC®
Executive Vice President | Founding Partner

Remaining Dates, Topics & Guests

 

April 15, 2021  |   5:30 pm - 6:30 pm EST  | Marketing Processes  |  Guest: TBA

April 22, 2021  |   5:30 pm - 6:30 pm EST  | Getting referrals  | Guest: John DelGreco

April 29, 2021  |   5:30 pm - 6:30 pm EST  |  Increasing your assets under management  | Guest: Jeremy Reiland

May 6, 2021  |   5:30 pm - 6:30 pm EST  |  Charging planning fees  |  Guest: Greg Hammer

May 13, 2013  |   5:30 pm - 6:30 pm EST  | Using life insurance cash value and annuities as a bond alternative  | Guest: Wade Pfau

May 20, 2021  |   5:30 pm - 6:30 pm EST  |  Practice Management  | Guest: Rob LaCivita

May 27, 2021  |   5:30 pm - 6:30 pm EST  |  Increasing your assets under management  | Guest: DC Chamberlin

Past Guests

Each week we'll have different guests join us to lend their expertise and take questions. Past guests include:

 

Jeannette Bajalia
President & Principal Advisor
Petros Financial Group & Woman's Worth

Wade Pfau, Ph.D., CFA, RICP
Professor of Retirement Income, The American College
Founder, Retirement Researcher

Jeremiah Desmarais
CEO | Founder
Advisorist

Gene Roberts
Certified Entrepreneurial Operating System® Implementer

Jody Williamson
Managing Director of Sandler Training - Chicago & Northbrook

Ed Slott, CPA
America's IRA Expert

President & Founder | Ed Slott and Company

Bill Cates
President
Referral Coach International

Gina Pellegrini
Owner
Pellegrini Team Consulting

Dr. Kerry Johnson
Best-Selling Author, Award-Winning Speaker, and Business Coach

Mary Sterk
CEO & Founder
Sterk Financial Services

Brian Mann
President & CEO
Clarity Insurance Marketing

Don Chamberlin
President 
The Chamberlin Group

Nick Brown, CFA®, CFP®
Partner
Granite Harbor Advisors

Art Snarzyk
"The Turnover Terminator"
InnerView Advisors