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 how partnering with C2P helped them overcome obstacles and achieve remarkable growth —in assets managed, planning capabilities, and their teams.
President
Quest Capital & Risk Management
Before joining C2P, Joe’s firm had about $80 million in assets under management and struggled with:
Since partnering with C2P, he’s addressed all the above concerns and grown to around $130 million.
Founder
Kaup Financial Advisors, Inc.
Before joining C2P, Scott had been in the industry for 35 years and faced several challenges:
Since partnering with C2P, Scott has addressed these concerns and experienced remarkable growth, like increasing his AUM 33% in just over two months after joining our RIA.
