C2P Advisory Group, Author at C2P Enterprises

Want to Shift Your Firm’s Marketing and Sales into High Gear?

When you work with C2P, not only do you have access to top wealth management professionals and our processes to help your firm thrive, but the door also opens for you to tap into our in-house marketing agency.

Our team of financial marketing specialists start by helping you identify your target audience and develop your unique brand voice. Then, we can help supercharge your brand and drive more business with our tailored solutions, including:

Website Enhancements
Search Engine Optimization (SEO)
Social Media Management
Lead Generation Campaigns
Compelling Content Creation
And more

Experience the power of strategic marketing designed exclusively for financial advisors and customized to you. Visit The Agency’s website to learn more about accelerating your firm’s growth.

The Teamwork Movement

May 3, 2024

The Teamwork Movement

A Practice Management Solution for Financial Advisory Firms

Is Your Firm Structured To Prosper Without You?

A time will come when you need to step away from your firm. It might be a well-deserved vacation or family needs. Or you’re just ready to retire.

To do so, you’ll need three things to take your financial advisory practice into the future:

A driven and cohesive team
Operational efficiency
A set plan

That’s where The Teamwork Movement Practice Management Program comes in. We created it with this sole purpose in mind:

To help advisors everywhere build a self-sustainable and lasting wealth management firm.

This program and process have even received national recognition, earning C2P a finalist position in ThinkAdvisor’s 2023 LUMINARIES awards. (Back then, we called it the Advisor Career Path & Compensation Program.)

How a $10/Hour Intern Became A $41 Million Producer

Nationally recognized financial advisor and author Jason L. Smith, CEP®, BPC, developed the Teamwork Movement. It empowers financial firms to recruit, retain and reward top talent. Smith found that fostering self-sustaining practices and a cohesive team environment has serious benefits:

Improves client experiences
Increases net profitability
Helps secure a legacy in the industry

We’ve helped countless advisors and their firms duplicate and scale the process Smith pioneered. And he used it to turn his $10-per-hour intern into his firm’s No. 1 producer for the past five years and counting.

Providing the Formula To Build YOUR Business YOUR Way

At C2P, we’ve spent years studying advisors in our companies and the best methods in the financial industry. We do so to refine and develop this scalable program that offers you major advantages:

A step-by-step plan for career projection
Help crafting a payment structure that fits your firm’s needs
A mentorship approach that works best for your business
Assistance identifying the roles, responsibilities, standards and expectations for each position
Support setting goals and target dates for growth, profitability, staffing and more
Strategies and tools to enhance your firm’s operational efficiency

Structure for Success

Give talented people a way to buy into your firm and become a practicing partner. This effort gives them incentive to stay and become a top producer for your firm.

We structure our career path element of the Teamwork Movement as a five-rung ladder. Each rung breaks down into measurable steps with a detailed scorecard. As a result, you ensure both you and your employee know where you stand:

What they need to accomplish to move up the ladder
Where they can grow in the future

Start by hiring an entry-level client service advisor to work at the first rung in operations. However, they intend to grow in the firm and ultimately become a financial advisor and practicing partner.

Combine the Advisor Career Path with our Advisor Compensation Model. Fold in the other valuable tools and concepts from the Teamwork Movement. Together, they help you develop a more dynamic, efficient and team-focused practice.

How Does the Teamwork Movement Benefit Your Firm?

This comprehensive program offers tools and strategies to take actionable steps.

Build a Self-Sustaining Business

Develop an elite team and structure you can rely on to run the business effectively, with or without you.

Increase Net Profitability

Attract and retain talented people and define mentorship approaches. Next, navigate the intricacies of practice management, and set clear goals for growth and profitability.

Improve Your Client Experience

Enhance your client services by having a well-structured team who excel in their roles. They also provide the same level of care and expertise to every client they interact with.

Secure Your Legacy

Identify roles, responsibilities, standards and expectations for each position. Always foster a cohesive team environment, ensuring your firm’s continued success.

Define Success

Set achievable goals for growth, profitability, staffing and structure — all while enhancing your firm’s efficiency.

Discover Your Firm’s Full Potential With Our Live Training

Ready to learn these key strategies to take your firm into the future?

Jason L Smith, founder and CEO of JL Smith Holistic Wealth Management and C2P, and Rob LaCivita, COO at JL Smith, personally guide you through their proven method for building successful teams. They based it on their own experiences at JL Smith. Fortunately, they share it with other growing practices during The Teamwork Movement Live Training.

After two information-packed days, you’ll leave with a customized plan and practical steps. You can start taking action at your firm right away!

Discover more about the Teamwork Movement during your free 20-minute consultation.

Learn more about this event and see whether you qualify to attend for free!

The Tax Trilogy

April 2, 2024

The Tax Trilogy

A Three-Pronged Approach To Elevate Your Practice

Essential Tax Skills & Strategies for Holistic Financial Advisors

Taxes can be the single greatest retirement expense. Are you providing your clients with the planning strategies they need to maximize their income and minimize their taxes?

The Tax Trilogy is a three-pronged approach we use to teach you advanced tax planning, tax management and tax preparation strategies. These help you differentiate your business and holistically advise your clients.

You’ll learn these concepts and more through The Tax Management Journey® training. It helps you attract and retain higher-net-worth clients by integrating taxes, finances, investments and insurance into one overall plan.

Why Be a Financial Advisor Who Offers Tax Planning, Preparation and Management?

Incorporate The Tax Trilogy’s concepts into your financial advisory — it’s one of the most efficient ways to get in front of new prospects and grow your business. It’s just as beneficial to your firm as it is to the clients you serve.

What The Tax Trilogy’s Approach Helps You Do

Differentiate Yourself as a Financial Advisor

While many clients would prefer their financial advisors to include strategies to mitigate taxes, not every advisor does! Stand out in a competitive market as a financial advisor offering tax planning, preparation and management. This emphasizes your commitment to securing your clients’ financial future.

Improve the Client Experience

Enhance your clients’ experience by offering them convenience and peace of mind. Why? They have all their tax and financial needs covered under one roof. Clients will know your firm not only for your depth of expertise. They’ll also know you as an easy choice when they want to save time and streamline their lives with one financial professional.

Win More Business and Help Enhance Your Client Retention

With The Tax Management Journey, you’re well-equipped to attract new clients. That even includes those in the $1 million to $5 million demographic. By demonstrating your ability to minimize tax liabilities while maximizing income, you’re on your way to winning prospective clients’ trust and strengthening relationships with existing ones.

Charge Larger Planning Fees

CPAs don’t offer tax advice free of charge, so why should you? Two things are value-adds for clients you can monetize for your firm:

The additional tax management expertise you learn through The Tax Management Journey training
The support C2P provides through The Tax Trilogy

Deliver Powerful Tax Management Strategies to Clients

Expedite Your Growth With The Tax Management Journey Training

Understand the Order of Money

An order exists to how clients should accumulate money and take distribution upon retirement to help increase net after-tax cash flow. We leverage the tax-efficient funnels tool to help them visualize how to save for retirement and turn retirement assets into tax-efficient income.

Measure Your Tax Bracket

The U.S. tax system is a dynamic pay-as-you-go system, and many opportunities for proactive tax management lie within the brackets. We use a tax measuring cup visual aid to educate clients on ordinary income tax brackets and capital gain tax rates. It also illustrates annual tax management opportunities.

Avoid Marginal Tax Traps

Unfortunately, tax traps exist in the code. Within this concept, we share ways to articulate the importance of proactive tax management:

Before your client takes major withdrawals from their retirement accounts
Before they elect to receive Social Security income

Allocate Tax-Sensitive Assets

It’s not about what you make; it’s about what you get to keep. Taxes can create a major drag on investment returns. It’s never been more important to ensure you allocate your client accounts with the right type of investments. That means not just diversification but also from a taxation perspective.

We have tools that illustrate to clients that there are certain investments they should hold in their retirement accounts vs. their post-tax accounts vs. their tax-advantaged accounts for increased efficiency.

Use Gifting Strategies

Within this concept of tax management, we arm you with tools to help your clients maximize both charitable and intra-family gifting. By doing so, they minimize their income tax and their families’ future transfer tax.

Understand Pay Now vs. Pay Later

Everyone has to pay taxes, but the U.S. tax system allows flexibility on when you pay. You can defer income through retirement accounts or deferred asset sales. Or you can recognize income through Roth conversions or strategically timed asset sales.

This creates incredible opportunities to amplify your value with proactive tax management of these accounts and assets.

Manage Your Dynamic Bracket

Tax management is a moving bull’s-eye. Your clients’ personal circumstances change each year. Tax management is about evaluating the tax policy landscape and your clients’ unique needs. Then, you strategically think several moves ahead to ensure you maximize their income and minimize their taxes.

This comprehensive, two-day training program delivers a seven-step process. That process equips you with the confidence, tools and strategies to assist current and potential clients with their tax planning needs.

Get ready to elevate your firm to be a one-stop shop for truly comprehensive financial plans.

Developed and Taught by Industry Leaders

C2P President and Co-Founder Dave Alison, CFP®, EA, BPC, helped develop the Tax Management Journey’s systematic, scalable approach through his own expertise.

As an advisor to many wealthy families and retirees, he realized many of these clients need and expect tax advice. In fact, they needed it in their financial plans to protect and maximize their wealth.

Rather than let clients and prospects choose another advisor with these capabilities, Dave — along with tax scholar and instructor Christopher Woehrle, JD, LL.M (taxation) — now teaches advisors everywhere the importance of proactive tax management and how to factor it into their financial planning model.

Discover the Value of The Tax Management Journey

You acquire the tools and strategies you need to prosper when you attend The Tax Management Journey:

Expand your business lines
Enhance your value proposition
Attract more clients

Discover the value of this comprehensive program and take your financial advising to the next level! Visit our Tax Management Journey training event page to learn more and see whether you qualify to attend for free.

Be our next success story — learn how our processes have helped advisors grow their practices and skill sets.

The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business

November 29, 2023

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Thank You

November 3, 2017

Thank you for your interest; please check your inbox for C2P Advisory Group’s best interest product screening criteria.

Privacy

October 20, 2017

Privacy Policy for C2P Enterprises

Last Updated: 7/26/2024

1. Introduction

C2P Enterprises (“we,” “us,” “our”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website, use our services, or engage with us in other ways.

2. Information We Collect

We collect various types of information in connection with the services we provide, including:

Personal Information: Name, address, email, phone number, Social Security number, financial account information, and other information that can identify you.
Transactional Information: Information about the transactions you conduct with us or through our services.
Technical Information: IP address, browser type, operating system, and other technical information from your use of our website and services.
Communication Information: Records of your communications with us, including emails, phone calls, and SMS messages.

3. How We Use Your Information

We use the information we collect for the following purposes:

To provide, maintain, and improve our services.
To process transactions and manage your accounts.
To communicate with you about your account and our services.
To comply with legal and regulatory requirements.
To detect, prevent, and address fraud and security issues.
To personalize your experience with our services.

4. Sharing Your Information

We may share your information with:

Service Providers: Third parties that perform services on our behalf, such as payment processing, data analysis, and customer service.
Legal Authorities: When required by law or to protect our rights and interests.
Business Transfers: In connection with a merger, acquisition, or sale of all or a portion of our assets.

5. SMS Communications

Purpose of SMS: By providing your mobile phone number, you consent to receive SMS messages from us regarding your business with us.
Opting Out: You can opt out of receiving SMS messages at any time by replying “STOP” to any message you receive from us. Please note that opting out of SMS messages may limit the ways we can communicate with you.
Message and Data Rates: Standard message and data rates may apply to SMS communications. Please check with your mobile carrier for details.
Privacy: No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

6. Security

We implement a variety of security measures to protect your personal information. These measures include:

Encryption: We use industry-standard encryption technologies to protect your data during transmission and storage. This ensures that your information is secure and confidential.
Firewalls: Our systems are protected by firewalls that prevent unauthorized access to our network and data.
Access Controls: Access to your personal information is restricted to authorized personnel only. We use role-based access controls to ensure that only those employees who need access to your information to perform their job duties are granted access.
Regular Security Audits: We conduct regular security audits and assessments to identify and address potential vulnerabilities in our systems. This helps us maintain a robust security posture and protect your information from threats.
Data Anonymization: Where appropriate, we anonymize or pseudonymize your data to enhance your privacy and reduce the risk of unauthorized access.
Secure Physical Environment: Our data centers and offices are protected by physical security measures, including access controls, surveillance systems, and secure storage for sensitive documents.
Employee Training: We provide regular training to our employees on data protection and privacy best practices. This ensures that our staff is aware of their responsibilities and the importance of safeguarding your information.
Incident Response Plan: We have a comprehensive incident response plan in place to address any potential data breaches or security incidents. This includes procedures for identifying, containing, and mitigating the impact of such incidents, as well as notifying affected individuals and regulatory authorities as required by law.

7. Your Rights and Choices

You have certain rights regarding your personal information, including the right to:

Access and review the information we have about you.
Request corrections to your information.
Request the deletion of your incorrect information.
Opt out of certain uses of your information, subject to compliance regulations.

To exercise any of these rights, please contact us using the information provided below.

8. Changes to This Privacy Policy

We may update this Privacy Policy in the future. When we do, we will post the updated policy on our website and update the effective date. Your continued use of our services after any changes indicates your acceptance of the updated Privacy Policy.

9. Contact Us

If you have any questions about this Privacy Policy or our privacy practices, please contact us at:

C2P Enterprises
30400 Detroit Road Suite 201
Westlake, OH 44145
(888) 240-1923

By using our services, you acknowledge that you have read and understood this Privacy Policy and agree to the collection, use, and disclosure of your information as described herein.

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