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.
Trending Topics and Industry Updates for holistic financial advisors, tax professionals, insurance marketers and business owners.
Gain access to a wealth of continuously updated insights and educational resources to cultivate and automate your firm.
Don’t miss our upcoming webinars, where we discuss best practices for financial advisors to grow their business.
We provide a broad selection of events that cover everything from proven scalable processes to holistic planning strategies.
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.
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.
