Enhancing Your Client Experience — C2P Updates & Innovations
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06/23/23
The C2P superheroes are here — Founder and CEO Jason L Smith; President and founding partner Dave Alison, and Chief Marketing Officer and partner Matt Seitz discuss what’s new, improved, and next at C2P. From investing in a new tech platform and tools for opening and managing accounts to a fresh version of The Bucket Plan® book on the horizon (and an audio version!), we’re enhancing the experience for financial advisors under our wing and their clients.
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