Coffee Break with C2P: Financial Advisor Marketing Tips for Slower Summer Months

Want to Learn how to heat up your summer with marketing without cooling down your clients? Matt Seitz, Chief Marketing Officer at C2P, talks with Suzanne Scheiman, Marketing Manager at J L Smith; and Nikki Glynn, Senior Director of Marketing at Petros Financial Group, about how they keep their client pipeline flowing, despite summer engagement slowdowns.