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Advise Better, Earn Better, Live Better

Our purpose is to educate, train, grow and support holistic financial advisors like you 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
The Rainmaker Multiplier

Now Available: The Rainmaker Multiplier Book!

Jason L Smith shares practice success tips, his step-by-step process to building a thriving firm and exclusive tools in his new book. Order your copy today!

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

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

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

For continued education and professional development, take advantage of our variety of certified financial planner services. We design them 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

Is Your Advisor Firm Structured To Prosper?

Learn how to structure the right advisor career path to ensure your practice can thrive:

  • Operate at peak performance, even when you’re away from the office.
  • Build up future rainmakers in your advisor group.
  • Create the right succession plan that fits your future retirement plans.

Download

Maximize Your Clients' Financial Plans With Tax Planning

Download our Advisor Guide to learn how to successfully implement the right tax strategy for your financial practice:

  • Expand your offerings with tax-forward holistic financial plans.
  • Build working relationships with tax planning professionals in your market.

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Close More Business and Optimize Your Advisor Pipeline

The Bucket Plan Best Interest Process helps you grow your business by crucial steps:

  • Implement a simplified holistic financial planning process.
  • Use step-by-step tools that help educate your clients.
  • Increase your closing ratio with consistent planning procedures.

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Is Your Marketing Team Ready for SEC Regulatory Changes?

Download our best practice guide to maintaining compliance with your marketing and advertising:

  • Devise a SMART compliance plan.
  • Review new rules and regulations.
  • Keep up with trends for streamlining compliance review.

Download

Did You Know 80% of Advisors Who Produce Over $1 Million in Annual Revenue Have a Documented Marketing Plan?

Download our Marketing Plans 101 Advisor Guide to elevate your marketing strategy and see real results.

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Is It Really Harder To Sell to Customers Virtually Rather Than In Person?

What you need are 10 proven ways to increase your closing ratio and compete better in a virtual environment. This free guide will help you take action:

  • Ask the right questions.
  • Use audience participation to your advantage.
  • Create a documented process.

Download

RESOURCES

Dig into the tools, information and training you need to succeed with C2P. From advisor guides to live webinars, we’ve got you covered!
industyr-news-updates-financial-advisors
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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 focused, dedicated and otherwise all-in. When you partner with us, you can access the complete available ecosystem of solutions. These include the investment solutions, financial advisor services, insurance products, proven processes, coaching and financial advisor training programs that each entity offers.

You’re committed to building a self-sustaining business that can run with or without your daily involvement.

And you’re the type of person who creates jobs. You help your clients sleep better at night. They have the freedom to choose how and where they spend their time.

C2P advisors are built to succeed. You develop your current business while planning for even more future success!

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


Will You Be Our Next Success Story?

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

Schedule a call today, and become our next success story!