Financial Advisor Spotlight: From Frustration to Success

Financial Advisor Spotlight: Journeys From Frustration to Success

We’re illuminating advisors who have transformed their practices by implementing C2P solutions, support and proven processes.

Hear firsthand from these accomplished financial service professionals. They describe how partnering with C2P helped them overcome obstacles and achieve remarkable success. Their growth includes in their assets managed, planning capabilities and teams.

Glen Pier, CFF®, BPC

Founder
Infinity Wealth Management

Before joining C2P, Glen was seeking authentic ways to differentiate his practice and find his true voice in a crowded marketplace, but was facing several key challenges:

Difficulty standing out in an increasingly competitive marketplace
Marketing vendors that pushed cookie-cutter solutions instead of understanding his unique approach
Lack of truly differentiated processes and coaching to enhance his offerings
No opportunities for real equity, partnership, or shared ownership
Operating in isolation without a community of like-minded advisors

Then, he partnered with us at C2P, which he describes as a “complete 180 from absolutely everything else out there.”

Glen has since addressed these concerns and gained access to unique intellectual property, collaborative marketing support, and a partnership structure that’s helping him build an enduring legacy while making a greater impact than ever before.

Dave Buckwald, CFP®, BPC

CEO & Founder
OneTeam Financial

Before joining C2P, Dave led a team of subject matter specialists serving pre-retirees and retirees, but was facing several key challenges:

Limited resources to compete effectively in a rapidly changing industry
Difficulty providing the comprehensive, one-stop-shop experience clients increasingly demand
Lack of scalable and repeatable planning processes and systems
No clear succession planning strategy for long-term firm continuity
Insufficient leverage of collaborative capabilities to maximize client outcomes
Missing advanced tax planning expertise to attract and serve higher-net-worth clients

Since partnering with C2P, Dave has transformed his practice and achieved significant growth. He now brings in over $100 million of new assets annually while gaining access to enhanced technology, processes, and collaborative resources that have elevated his client experience and positioned his firm for generational success.

Joe DiSalvo, ChFC, AIF

President
Quest Capital & Risk Management

Before joining C2P, Joe’s firm had about $80 million in assets under management. They were struggling with multiple factors:

Restricted flexibility in financial services offerings
Lack of a clear strategy for practice expansion
Difficulty in transitioning clients
Limited marketing capabilities
No structured career path for team development

Since partnering with C2P, Joe has addressed all these concerns. Meanwhile, his firm has grown to around $130 million.

Scott Kaup, CFP®, BPC

Founder
Kaup Financial Advisors, Inc.

Before joining C2P, Scott had been in the industry for 35 years. He was facing an array of challenges:

Lack of a systematized planning process
Need of more advanced tax expertise
Inconsistent approach to client services
Limited growth in business size and profitability
No clear succession plan for the next generation

Then, he partnered with us at C2P. Scott has since addressed these concerns and experienced remarkable growth. For example, he increased his AUM 33% in just over two months after joining our RIA.