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
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
Jason L Smith, BPC®,CEP®, CLTC
CEO | Founder
Dave Alison, CFP®, EA
Executive Vice President | Founding Partner
Remaining Dates, Topics & Guests
March 4, 2021 | 5:30 pm - 6:30 pm EST | Practice Management | Guest: Gene Roberts
March 11, 2021 | 5:30 pm - 6:30 pm EST | Marketing | Guest: Jeremiah Desmarais
March 18, 2021 | 5:30 pm - 6:30 pm EST | Practice Management | Guests: Mary Sterk & Gina Pellegrini
March 25, 2021 | 5:30 pm - 6:30 pm EST | Upcoming New SEC Marketing Rules | Guest: Jennifer Relien
Upcoming & Past Guests
Each week we'll have different guests join us to lend their expertise and take questions. 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