Think you’ve seen it all when it comes to business growth and development? Take it from an ambitious and accomplished advisor, Glen Pier, Certified Financial Fiduciary®, BPC. According to him, our unique processes and coaching, partnership structure, and truly collaborative approach, is “not only a game changer” but “a complete 180 from absolutely everything else out there.”
Working with C2P has helped Glen significantly increase his planning capabilities as an advisor and revenue as a business owner. See how our support, resources, and partnership structure have contributed to his growth and ability to “make even more of a difference” in the lives of his clients and staff:
Glen’s breakthrough came when he discovered C2P offered solutions to the exact problems that had been frustrating him for years — how to differentiate his firm, market it accordingly, and ensure it can scale and last.
Glen came to us because he wanted to set his firm apart from the rest in his market and gain a competitive advantage. He believes that the intellectual property behind our processes is the key “differentiation of what we have as a firm and my practice.” This includes our proprietary processes and trainings of The Bucket Plan® methodology, The Tax Management Journey®, and core practice management strategies taught in The Teamwork Movement.
According to Glen, delivering his clients a comprehensive plan consisting of “all Five Pillars of Wealth Management on the advisory side,” (financial planning, asset management, tax management, protection planning, and legacy planning) is so different from the fragmented approaches most advisor-serving organizations offer.
Part of what drew Glen to C2P was the desire to grow and build a practice with a continuity plan.
Unlike traditional advisor networks where you’re essentially renting space and paying fees, C2P partners receive equity stakes in the firm’s growth based on their performance and standing each year. According to Glen, having an ownership mindset that “we’re all in the same boat, rowing in the same direction” has helped give him more responsibility and drive to succeed together.
Not only is he building real wealth through appreciation, but he’s also established his firm’s legacy. “It makes me feel better” knowing that there will be a place for his staff and those that depend on him in his legacy plan.
In his previous experiences, Glen felt that other marketing agencies tried to overlay generic messages over his brand rather than understanding his unique approach. The Agency at C2P, however, gave Glen a “real opportunity to reflect and then say, you know, this is my differentiation, and I want to get that in my marketing.”
Once personalized campaigns were created to convey his unique messaging to ideal clients and prospects, he “felt like my voice was actually in the marketing content. That’s what really got me excited.”
Glen’s final thoughts? “I would definitely recommend them because it just feels like I’m being seen and heard and that all that information about us, our firm, my team, is being put into that marketing material, and I feel like they have a great team of different experts.”