You survived tax season, now what? Hear distinguished advisors reflect on the challenges and goals of the past quarter and how they stay on track to meet them. C2P Hosts, Matt Seitz, Chief Marketing Officer, and Carl Smith, founding partner and advisor ambassador, are joined by guests, Christian Cordoba, CFF, founder of California Retirement Advisors, and Charlie Ehrenfried, CFP®, CLU, ChFC, RICP, CASL, Owner and Wealth Manager of Retirement Matters. They stress the significance of setting clear, achievable goals, the benefits of understanding and tracking business numbers, and the value of team alignment on company objectives. Tune in to learn from accomplished advisors how you can keep your business momentum going strong throughout the year.

Resources:

• The Gap and The Gain: The High Achievers' Guide to Happiness, Confidence, and Success Book
• No Brown Days Color Coded Time Calendars System
• Teamwork Movement Live Training
• Airtable Database Sharing Platform
• Catchlight: Prospecting & Marketing Growth for Advisors
• Marketing Measurables for Financial Advisors: How Knowing Your Numbers Can Transform Your Outcomes Episode of Rainmaker Multiplier On-Demand Podcast