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.
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:
Since partnering with C2P, Joe has addressed all these concerns. Meanwhile, his firm has grown to around $130 million.
Before joining C2P, Scott had been in the industry for 35 years. He was facing an array of challenges:
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.
