C2P Home Page

Advise Better, Earn Better, Live Better

Our purpose is to educate, train, grow, & support holistic financial advisors so families can achieve true prosperity.

How C2P's support can help you grow your business as a holistic financial advisor

Hear from President | Founding Partner Dave Alison, CFP®, EA, BPC

We Don’t Just Care About Financial Advisors — We Are Financial Advisors. And Our Business is to Build Your Business.

C2P has built over a decade’s worth of financial advisor training programs, tools, resources, coaching, planning, products, processes, and certified financial planner services that help independent advisors succeed.  

Advisors must bridge the demands of being both an impactful holistic advisor and a capable business owner. Each brand under C2P independently serves advisors. But when you combine the respective knowledge and resources together, the results are endless. 

For continued education and professional development, take advantage of our variety of certified financial planner services designed to help you grow as a holistic advisor and cultivate your business. 

  • The Teamwork Movement
  • The Bucket Plan® 1.0
  • The Bucket Plan® 2.0
  • Exclusive eLearning Courses
  • Live Educational Events
  • Mastermind Collegiums
  • Rainmaker Multiplier Process
  • Tax Practice Mastermind Meeting
  • The Tax Management Journey®
  • The Tax Practice Builder®
  • Virtual Webinars


Dig into the tools, information, and training you need to succeed with C2P. From advisor guides to live webinars, we’ve got you covered!

Industry News

Trending Topics and Industry Updates for holistic financial advisors, tax professionals, insurance marketers and business owners. 


Guides & eBooks

Gain access to a wealth of continuously updated insights and educational resources to cultivate and automate your firm.


On-Demand Webinars

Don’t miss our upcoming webinars, where we discuss best practices for financial advisors to grow their business. 


Training Events

We provide a broad selection of events that cover everything from proven scalable processes to holistic planning strategies. 


Discover How C2P Can Help You Build Your Business — Your Way

C2P advisors are those who are focused, dedicated, and otherwise all-in with the complete available ecosystem of investment solutions, financial advisor services, insurance products, proven processes, coaching, and financial advisor training programs that each brand has to offer.

These advisors are committed to building a self-sustaining business that can run with or without their daily involvement.

These are the people who create jobs. They help their clients sleep better at night. They have the freedom to choose how and where they spend their time.

C2P advisors are built to succeed. They develop their current businesses while planning for even more success in the future.

This exclusive community gives you what you need to excel independently while connecting with an elite, mastermind network of other like-minded professionals.

Will You Be Our Next Success Story?

Hear from our partners about the success they have experienced within their firms as a direct result of working with C2P. 

To become our next Success Story, schedule a call today.