At C2P, we create success stories. Here’s what our current advisors say:

Lynch

Warnkin

Bibbo

Chenet

Levesque

Bilello

Manning

Haas

Hammer

PROVEN PROCESSES

“C2P has helped my practice grow faster than I would have been able to on my own. The Bucket Plan^® has helped my practice in a variety of ways. First, it’s such a simple visual and clients really get it, so we are able to close more sales as a result of incorporating it. Second, it’s a completely replicable process that I’ve been able to use with my associate advisors to help them be able to move into the sales world much faster.”

—Mary Sterk, CFP^®, CPFA, Sterk Financial

• Named multiple years to Forbes Top Women Wealth Advisor
• Serves clients nationwide with her nine affiliated offices across the Midwest.

“I’ve been using The Bucket Plan^® in our practice for over four years and it has completely transformed the practice. It makes the complexity of financial planning understandable. I absolutely would recommend that other advisors consider attending and adopting the practices we learn. Going over the basics keeps everything fresh in our practice and allows us to deliver the best and latest information to our clients and prospects.”

—Nan Lesnick, Lesnick Company

“To be able to explain the difference between accumulation planning and distribution planning to my clients using The Bucket Plan^® has changed my practice completely.”

—Jude Wilson, CWS^® Centrus Financial Strategies

Looking for guidance, processes and training
to scale your business?

Join other top advisors and emulate their successes to rise above your competition and experience that next level of business growth. Schedule a call to learn more today.

NETWORKING & CAMARADERIE

“Everyone is really willing and eager to share their ideas. I’ve learned so much from attending the live events and enjoy hearing what best practices other advisors are using in their practice.”

—Ron Braun, Upstream Investment Partners

“I love learning but I really love the camaraderie C2Pe has brought to my practice. Spending time with advisors and learning about what they are doing has really helped my business grow.”

—Gregg Dolenski, Financial Benefits Group

Reiland

Pier

Dellelo

Stacy

Bajalia

Buckwald

Engrassia

James

Comblo

Work smarter, not harder.

Join top advisors and leverage the successes of our advisor group to build a self-sustaining financial practice. Schedule a call with our business development team today.

Greg Hammer
Mentor | Model Office | Partner

Greg Hammer brings an incredible wealth of knowledge and experience as a mentor, model office and partner of Clarity 2 Prosperity and Prosperity Capital Advisors. He has been an advisor in the financial services industry for over 20 years and was recognized in the top five candidates for 2014 Advisor of the Year by Retirement Advisor magazine.

Greg has a track record of providing a comprehensive and holistic advising approach to his clients for their financial, insurance and tax needs. After graduating from Yale University with a B.A. in Applied Mathematics, Greg began his career in the financial services industry. In 2004, he opened his own independent financial advisory practice, Hammer Financial Group. In the beginning, the practice was primarily run on a broker-dealer transactional platform. Greg had always hoped to build a comprehensive advisory practice that could serve all of his clients’ needs under one roof, and as the years went on, he saw the importance of transitioning away from the broker-dealer model to a fee-based investment advisory model. He successfully transitioned to independence and opened a tax practice and medicare supplement practice within his firm so that he could offer holistic financial and retirement planning solutions to his clients.

Greg’s holistic advisory firm services more than 2,200 tax clients and 800 financial advisory clients a year.

Greg serves on the Christian Day Board for his church school and has been a board member for a not-for-profit organization for several years. He is the treasurer for the local chapter of Ducks Unlimited, which raises money to purchase and preserve wetlands for wildlife. Hammer Financial Group regularly participates in Toys for Tots and collected over 200 toys last year. Greg is a member of Ed Slott’s Elite IRA Advisor Group^SM and has satisfied the qualifications for the Million Dollar Round Table’s (MDRT) Top of the Table. In college, Greg was a member of the 1990 Ivy League Championship Yale football team.

Don Chamberlin, CFEd^®
Mentor | Founding Partner

Don Chamberlin is a mentor and founding partner of Clarity 2 Prosperity, as well as president of The Chamberlin Group, a holistic financial advisory firm that offers tax preparation, financial planning and wealth management services. A Certified Financial Educator (CFEd^®), Don has devoted over 30 years to helping residents of Missouri, Illinois, and Michigan learn about and plan for a comfortable retirement.

Don began his career in the industry as an insurance and securities salesman, where he worked for 17 years. In 2002, he opened his own independent financial advisory practice, The Chamberlin Group. It was there that he created his innovative tax planning and preparation model, which now serves nearly 2,500 clients each year. He has gone on to share and perfect this model with Clarity 2 Prosperity, helping other advisors provide more comprehensive services to clients and add new revenue streams to their businesses.

Don believes in working smarter, not necessarily harder, and has a proven track record of growing his business by hiring competent professionals who continue to see clients even when he’s not there. At his previous financial firm, Don was honored as the #1 producer in 2009 and achieved “Top 10” each year for eight consecutive years. He averaged $14.7 million in personal production over a nine-year period with a personal best of $26 million.

After converting to a Holistic practice in 2011 under C2P, The Chamberlin Group has reached as high as 34 million in new annual assets acquired. Through C2P’s marketing process, Don is able to teach financial classes at the University of Missouri-St. Louis, Missouri Baptist University as well as throughout the St. Louis County Library System.

In the national media, Don has been featured in articles from Money, USA Today, U.S. News & World Report, Financial Planning, Retirement Advisor, Financial Times, Life Health Pro, and more. Locally, he has been quoted by the St. Louis Post Dispatch and Illinois Business Journal, and is a contributor on KTVI FOX2 St. Louis in the Morning.

Don is a member of the National Association of Tax Professionals and the Million Dollar Round Table’s (MDRT) Top of the Table.
Don is involved with the Better Business Bureau and is a guardian for the St. Louis Honor Flight, an organization dedicated to fulfilling the dreams of WWII veterans. He has been married to Susie Shipman Chamberlin for 33 years. They both love their children, dogs and are huge fans of the St. Louis Cardinals.

Gina Pellegrini
Mentor | Partner

Gina Pellegrini is a mentor with Clarity 2 Prosperity, Clarity Insurance Marketing and Prosperity Capital Advisors leading our practice management division. With a unique ability to size up situations and bring people together, she helps business teams break through barriers, streamline systems, increase productivity, strengthen accountability, improve communication and, ultimately, increase revenue. With Gina’s help, employers become better leaders, and employees get more involved in the company vision, decision-making and growth.

Gina hosts two teleconference series for advisors and their teams. The Revenue Resource™, is a group series designed to sharpen the phone skills of marketing coordinators to keep the advisors calendar full. The TeamWork Movement® provides coaching on effective leadership skills and improving overall team performance. Gina also launched The Virtual Scheduler, an appointment scheduling service for advisors who do not want to hire, train or manage a staff to fill their calendars. Her products include The Hiring Advantage, Let Go & Lead!, Take Initivative & Succeed!, The Appointment Scheduler, and The Pellegrini Pocket Tips.

Gina capitalizes on her specialized background to produce positive results for her clients. She has 41 years of experience in the financial services industry, working for a top financial producer in Chicago for 17 years before starting her own consulting firm 24 years ago. Gina is also an associate coach for the Strategic Coach®, an organization run by entrepreneurs, for entrepreneurs.

Gina is the owner of Pellegrini Team Consulting, a Minneapolis-based firm specializing in leadership training, staff development and practice management. She has been featured in several trade magazine and has spoken at the Court of the Table, MDRT, NAIFA and other notable financial industry events. When she is not helping teams become more cohesive and productive, Gina enjoys reading, traveling to exotic destinations and making jewelry.

C2P Enterprise Advisors are those who are focused, dedicated, and otherwise all-in with the full available ecosystem of investment solutions, insurance products, financial planning support, proven processes, training, and coaching that each of the brands within the enterprise has to offer.

These advisors have hung their own shingle, and are committed to building a self-sustaining business that can run with or without their daily involvement. These are the people who create jobs. They help their clients sleep better at night. They have the freedom to choose how and where they spend their time. These are the few advisors who aspire to and often reach, their “moonshot goals” year after year.

C2P Enterprise Advisors are built to succeed and they build their businesses while planning for even more success in the future. These are the advisors for whom the Enterprise program was created. This exclusive community gives you what you need to independently excel while being connected to an elite, mastermind network of other like-minded professionals.

We have a proven track record for helping C2P Enterprise Advisors:

• Build a self-sustaining company
• Increase net profitability
• Become part of a community of fiduciaries

Ready to Join the C2P Enterprise Advisors?

To see if C2P Enterprises is the right fit for you, schedule a time to meet with one of our business development representatives.

It all started with a napkin drawing. C2P originated as a response to the flaws within the financial services industry. It’s the brainchild of an alliance of top-tier financial professionals from across the industry who decided it was time to make a difference.

After years of working with financial organizations with top-down approaches to doing business, our founders realized a change had to be made. The approach of “here’s an idea, now go sell more products” mostly benefited the company. The advisor benefited second, but the client, who was simply sold a product, would always come in last.

United by a vision to always do right by the client, these partners set out to turn this business model completely upside down. They wanted to equip other advisors with the knowledge, support, and resources they needed to provide comprehensive and value-driven planning.

Spoiler alert: they succeeded.

Today, C2P is the culmination of over a decade of dedication to creating and mastering all of the tools, resources, training, coaching, planning, products, and processes for independent, client-driven financial advisors to succeed and thrive. We’ve grown into a collection of leading independent financial services organizations renowned for innovation, advisor collaboration, and client success.

We have developed hands-on training resources and real-world sales tools to help holistic financial advisors reach their full potential.

To be successful, top advisors must bridge the demands of being both an impactful holistic advisor and a capable business owner. Each brand under C2P independently serves advisors on their journeys to success. But when you combine the respective knowledge and resources together—the results are endless.

Simplifying financial planning for financial advisors and their clients

C2P Enterprises is a holding company comprised of four distinct brands, each designed to simplify financial planning for advisors and the clients they serve: Prosperity Capital Advisors, Clarity Insurance Marketing and Clarity 2 Prosperity.

United by the vision to provide planning and financial products and solutions in the best interest of the client, each company offers education, training, resources and tools to meet a client’s unique financial situation, along with access to an array of investment and insurance vehicles to help accomplish their goals.

Each organization is committed to fiduciary best interest practices and raising industry standards for a higher quality of holistic financial planning services to families nation and worldwide.