Dave's C2P Story: Improved Client Experience, AUM by $101M, and Boosted Impact
According to Dave Buckwald, following C2P’s business model and holistic planning philosophy has made all the difference in helping him “grow, scale, and ultimately provide a much better client experience.”
How? Dave knew his clients desired and deserved a simple, “one-stop-shop” experience but even with his team of skilled subject matter specialists, he lacked the resources to provide it at scale and stand out in our increasingly competitive industry.
Since joining C2P, he’s been able to build the firm he’s always envisioned and much faster than by doing it alone.
Dave's Success by the Numbers
With our help, Dave has been able to achieve everything he’s always wanted — win “bigger, wealthier clients,” achieve sustainable business growth, and provide more exceptional client experiences that “make a difference in people’s lives.”
See how Dave’s firm, OneTeam Financial, grew their AUM and staff by surrounding themselves with the like-minded people and advisors at C2P:
Here's How
Joining and becoming a partner at our RIA and community of top advisors, isn’t just “special and unique,” for Dave, it’s grown his firm’s size and planning capabilities.
Going All In – Joining our RIA
Dave’s decision to come all-in with Prosperity Capital Advisors meant aligning with other similar firms that “run on the same processes, the same systems, the same technology, and really have a shared set of values. “
The benefits? “More scale and more resources,” and a team “where we can rely on each other, leverage each other’s capabilities and specialties to best serve our clients’ best interest.”
Achieving More with the $100 Million Dollar Club
As part of our community, Dave jumped at the first opportunity to join our $100 Million Club whose purpose is to help high-performing, driven advisors like Dave bring in $100 million dollars of new assets per year.
Dave finds that being around other people that have the same goal is very motivating and rewarding. To put it simply, “it’s fun, you know, to compete with other people that are trying to achieve the same thing.” It’s also proven effective for Dave in reaching his goals much quicker and providing a “built-in succession plan, which is amazing.”
Leading and Leaving a Legacy
One of the most unique aspects of C2P is offering advisors like Dave a partnership opportunity. Dave admits that originally, he didn’t realize the true impact of partnership on a deeper level, but it’s clear his opinion matters and influences company decisions towards a shared goal.
“We all want the same things — to build an incredible firm with scale and technology to give better client experiences to our clients.”
