Be entertained by the music
of the Frank Moravcik Band beginning at 2 PM!
Savor the flavors of Oktoberfest throughout the day
and a Spanferkel (Pig Roast) which will be served at 5 PM!
Hayrides
Cornhole
Horseshoes
And more!
Don’t forget to bring your lawn chairs to enjoy around the fire pits
Thank you! Your C2P Enterprises Advisor Guide is on its way to your inbox.
Are you struggling to get more prospects and leads into your sales funnel? No matter what barriers are in your way, we’ve created a guide to help you adapt and overcome, with the 10 best marketing tips for financial advisors.
This free guide will help you:
Want to develop a dynamic process that attracts the right people to your funnel, converts them into happy customers, and delivers referrals right into your database?
Search Engine Optimization (SEO) is the method used to attract users to your website and content by ranking highly on search engines like Google, Bing, or Yahoo. But it’s a race that never ends; it takes regular monitoring and updates to improve your rankings and stay ahead of the competition.
68% of global online experiences begin with a search engine.
75% never get past the first page of search results
71% of marketers say using strategic keywords was their number one strategy for SEO
69% of marketers invested in SEO in 2021
A proper SEO strategy helps financial advisors rank highly on search engines to attract new prospects and generate more qualified leads.
The concept of selling is the same whether it’s in-person or virtually – so why is it so much harder to do it online?
What you need are 10 proven ways to increase your closing ratio and compete better in a virtual environment.
This free guide will help you:
Are you looking to streamline your sales process and increase your closing ratio?
Host Kalem Mackey, CFP®, BPC, executive vice president of C2P, teaches you how to improve your offerings and hone your skills. You do so by effectively creating a holistic planning experience you and your clients will love.
This proven, repeatable planning methodology is known as The Bucket Plan® Best Interest Process.
Taxes can be a client’s greatest expense in retirement — if they lack a tax-savvy advisor.
Many advisors can provide a financial plan. But not all can provide tax management services that help maximize their income and minimize their taxes.
Learn how you can reach and retain wealthier clients with tax management.
Are you looking to streamline your sales process and increase your closing ratio?
Host Kalem Mackey, CFP®, BPC, executive vice president of C2P, teaches you how to improve your offerings and hone your skills. You do so by effectively creating a holistic planning experience you and your clients will love.
This proven, repeatable planning methodology is known as The Bucket Plan® Best Interest Process.
A time will come when you need to step away from your firm. The Advisor Career Path is a way to structure your business so it continues to prosper without you.
Maybe you need to exit for an extended vacation, medical issue or family needs. Or maybe you’re just ready to retire! No matter your situation, the Advisor Career Path paves the way for you to delegate responsibilities through a seamless transition.
Learn our process, and put your mind at ease.
How do you as an advisor monetize your wisdom, and why is it important to charge planning fees? The answers are easier than you think!
It can be confusing to know how or why to charge fees for your planning services. If you don’t feel you’re offering something different to your clients, it can be especially difficult to know why charging fees even matters.
This webinar explains the value of providing your clients with a holistic planning process and differentiating yourself in a way that makes charging for your services easier.
The Bucket Plan® holistic planning process is a proven, step-by-step strategy that’s easy to follow and replicate. All the while, you act in your clients’ best interests and financial futures.
Are you struggling to attract or retain more high-net-worth clients?
There’s power in proactive, holistic planning that includes tax management strategies. That’s especially true because not every advisor or tax professional offers it.
Differentiate yourself to new or existing clients by helping them proactively maximize their income by minimizing their taxes.
Do you need to streamline your sales process and increase your closing ratio?
Host Kalem Mackey, CFP®, BPC, C2P’s executive vice president, teaches you how to improve your offerings and hone your skills. How? You create a holistic planning experience that both you and your clients love.
This proven, repeatable planning methodology is The Bucket Plan® Best Interest Process.
A time will arrive when you need to step away from your firm. The Advisor Career Path is a way to structure your business so it keeps thriving without you.
Your situation could involve an extended vacation, medical needs or family events. Sometimes you’re just ready to retire! Regardless, the Advisor Career Path paves the way for you to delegate responsibilities through a seamless transition.
Learn the process, and ease your mind!
The IRS has finally issued its comprehensive final regulations for the SECURE Act, alongside proposed regulations for SECURE Act 2.0. Understanding these significant RMD changes is essential for you to effectively guide your clients.
Join America’s IRA expert Ed Slott, CPA, and award-winning advisor Dave Alison, CFP®, EA, BPC. Together, they distill nearly 300 pages of new regulations into actionable advice! You receive a well-rounded perspective on the latest regulatory changes and learn how to apply them effectively.
Are you trying to attract or retain more high-net-worth clients?
You have power in proactive, holistic planning that includes tax management strategies. That’s doubly true because not all advisors or tax professionals offer the service.
Differentiate yourself to new or existing clients — help them proactively maximize their income by minimizing their taxes.
There will come a time when you need to step away from your firm. The Advisor Career Path is a way to structure your business so that it continues to prosper without you.
You might need time for an extended vacation, medical issues or family needs. Or perhaps you’re just ready to retire. The Advisor Career Path paves the way for you to delegate responsibilities through a seamless transition.
Plus, you put your mind at ease, knowing your firm keeps thriving!
Taxes can be the single greatest retirement expense. Your clients are looking for someone who knows how to ease those stressors.
You provide more value as an advisor when you can strategically create a plan that helps maximize their income and minimize their taxes. The results? Attracting wealthier clients, expanding your business and retaining more clients!
Join Dave Alison, CFP®, EA, BPC, president and founding partner of C2P and founder and CEO of Alison Wealth Management. He leads an on-demand webinar that helps you expand your reach with expert tax planning.
Do you need to increase your closing ratio and streamline your sales process? You need a proven, replicable process that’s also easy for your clients to understand!
In this on-demand webinar, Kalem Mackey introduces you to the concepts and tools within The Bucket Plan® Best Interest Process. With them, you can improve your offerings and hone your skills. Ultimately, you can effectively create a holistic planning experience for your clients.
At some time, you’ll need to step away from your firm. The Advisor Career Path is a way to structure your business so it continues to prosper without you.
Perhaps it’s an extended vacation, medical issue or family needs. Maybe you’re just ready to retire. The Advisor Career Path paves the way for you to delegate responsibilities through a seamless transition — and put your mind at ease.
How do you monetize your wisdom as a financial advisor? And why is it important to charge planning fees? Those answers are easier than you think.
It can be confusing to know how or why to charge fees for your planning services. Knowing why charging fees matters can be difficult, especially if you don’t feel you offer your clients something different.
This webinar explains the value of providing your clients with a holistic planning process. It also teaches about differentiating yourself from other advisors in a way that makes charging for your services easier.
The Bucket Plan® holistic planning process is a proven, step-by-step process. It’s easy to follow and replicate, all while acting in your clients’ best interest and financial future.
Taxes can be the single greatest retirement expense. Clients are looking for someone who knows how to ease those stressors.
If you create a strategic plan that helps maximize their income and minimize their taxes, you provide more value as an advisor. The results? Attracting wealthier clients, expanding your business and retaining more clients.
Join Dave Alison, CFP®, EA, BPC, C2P’s president and founding partner and founder and CEO of Alison Wealth Management. His on-demand webinar helps you expand your reach with tax planning.
The concept of selling is the same whether it’s in-person or virtually – so why is it so much harder to do it online?
What you need are 10 proven ways to increase your closing ratio and compete better in a virtual environment.
This free guide will help you:
At C2P, we’re proud to provide teams with unmatched careers with growth opportunities, competitive benefits and a dynamic company culture. Experts have recognized us as a great place for top talent to work. That doesn’t stop us from continuing to provide the best!
We offer an outstanding work environment that ensures our team members feel supported, valued and happy to be part of what we’ve built! If you want to love where you work and your coworkers as much as your role, you’ve come to the right place.
Our team members share what they value most about working at C2P, from core values to work-life balance! We’re proud to create an environment that’s supportive, inclusive and inspiring where employees can thrive.
Excited to be a part of what’s happening at C2P? Browse our open positions to see if any are a good fit for you! We’re actively hiring for the following roles:
We firmly believe our greatest asset is our people. We’re committed to providing a dynamic and supportive workplace that allows every member to thrive. What makes our culture so unique is recognizing that everyone has different strengths and challenges. C2P admires and respects these differences. And we strive to create an inviting atmosphere you feel comfortable working in and you’re equipped to excel in.
Our C2P family is dedicated to making a difference. That applies to both the financial planning world and our team’s professional lives. Our core values demonstrate this dedication!
We prioritize our team members’ mental, physical and spiritual well-being above all else at C2P. Each day, we encourage self-care and work-life balance. When you’re at your best, you can better serve everyone.
Our belief is that what makes you unique is what makes you essential to the team. It’s only when we combine our strengths that we can continue to innovate and grow. And then, we can do it all over again with the next big idea!
C2P encourages every team member to adopt an ownership mindset and be proactive and accountable in their role. Our transparent culture and Stake in the Outcome (SITO) Program ensure when we reach our objectives, we all get rewards.
We champion people who are self-motivated and always looking to grow while being quick to recognize others’ contributions. This balance of ambition and humility creates the positive work environment we strive for, driving our collective success.
C2P prioritizes creating a supportive, welcoming and easygoing environment where you can prosper in work and life. We’ve seen firsthand that if you’re having fun and feeling relaxed at work, you can accomplish more for yourself and your team.
We’re honored for industry experts to deem us a great place for top talent to work. Learn more about what makes us an award-winning team!
We’re proud to offer a competitive combination of hard and soft benefits. Future team members can look forward to benefits including the following:
We’re always looking for motivated and innovative people with the right qualifications. If that’s you, please join us in our mission to simplify financial planning for advisors and the clients they serve.
Reach out to us to see if we’d be a good fit! Contact Brenda LeBlanc about careers at Bleblanc@c2penterprises.com.
