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
Dates & Topics
December 3, 2020 | 5:30 pm - 6:30 pm EST | Sales
December 10, 2020 | 5:30 pm - 6:30 pm EST | Marketing
December 17, 2020 | 5:30 pm - 6:30 pm EST | Practice Management
January 7, 2021 | 5:30 pm - 6:30 pm EST | Sales
January 14, 2021 | 5:30 pm - 6:30 pm EST | Marketing
January 21, 2021 | 5:30 pm - 6:30 pm EST | Practice Management
January 28, 2021 | 5:30 pm - 6:30 pm EST | Leadership
February 4, 2021 | 5:30 pm - 6:30 pm EST | Sales
February 11, 2021 | 5:30 pm - 6:30 pm EST | Marketing
February 18, 2021 | 5:30 pm - 6:30 pm EST | Practice Management
February 25, 2021 | 5:30 pm - 6:30 pm EST | Leadership
March 4, 2021 | 5:30 pm - 6:30 pm EST | Sales
March 11, 2021 | 5:30 pm - 6:30 pm EST | Marketing
March 18, 2021 | 5:30 pm - 6:30 pm EST | Practice Management
March 25, 2021 | 5:30 pm - 6:30 pm EST | Leadership
Guests
Each week we'll have different guests join us to lend their expertise and take questions. Guests include:
Bill Cates
President
Referral Coach International
Dr. Kerry Johnson
Best-Selling Author, Award-Winning Speaker, and Business Coach
Gina Pellegrini
Owner
Pellegrini Team Consulting
Brian Mann
President & CEO
Clarity Insurance Marketing
Mary Sterk
CEO & Founder
Sterk Financial Services
Don Chamberlin
President
The Chamberlin Group