Joe DiSalvo

Advisor Spotlights
Joe DiSalvo

Joe's C2P Story: Scaled-Up Staff and an AUM Increase of $50M+

“Once we understood the full value offerings and spoke to other advisors as well as the leadership team, it really became a no-brainer.”

What won Joe over? “Having the ability to market ourselves,” “the flexibility” to pursue technology we want to use, and “showing us a roadmap for how to build and scale the practice.”

Joe's Success by the Numbers

Joe’s firm was successful before joining C2P, but he didn’t want to “plateau there.” Unlike other organizations that claim to help you grow as a means to get your business, C2P “put their money where their mouth is…showing me how to recruit other advisors with a career path.” 

His impressive results since working with us speak for themselves:

Here's How

Between our practice and tax management solutions and trainings, as well as our guidance and community, Joe says working with C2P has been a game changer for his firm.

The Tax Management Journey®

Joe claims that while the Ed Slott Master Lead Advisor program gave him the language to speak about tax management, it wasn’t until attending The Tax Management Journey® that he saw a true transformation. 

Now we have a framework for both sides of a client’s balance sheet”, allowing Joe to consistently compete for business in the $1.5 to $4 million space.

The Teamwork Movement

C2P’s Teamwork Movement Training provided Joe with a roadmap for team development. It helped him solidify his strategy to recruit college athletes and show them a proven process for becoming advisors and ultimately practicing partners. This roadmap, really helps team development, which really means your business is going to grow.”

The $50 Million Club

As a member of the $50 Million Club, Joe benefits from a community of like-minded, driven professionals who “really aspire to get to the next level in their business… and they aren’t just talking about doing it.” 

He considers himself grateful to be in a group he can relate to and learn from, “everybody in the group wants more. They want to get more. They want to be more. They want to do more… kind of normalizes, like this is what it looks like to get to that next level,” Joe shares.