C2P Advisory Group

8 Digital Marketing Tips to Drive Business in 2021

The landscape of the financial advisor industry is undergoing some changes. As the Baby Boomer generation ages, a new wave of clients is nearing retirement and will need the services [...]

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MarketWatch — Make sure the fee you pay an investment adviser fits your portfolio needs

Volatile markets are opportune times to review how you’re getting financial advice. Read Dave Alison’s advice here.

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ValueWalk Podcast — Preparing for a major market downturn

Listen to Dave Alison’s thoughts on preparing for a major market downturn here.

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Clarity 2 Prosperity Named as a Finalist for 2020 InvestmentNews Innovation Awards

NEW YORK, Feb. 5, 2020 /PRNewswire/ — Clarity 2 Prosperity (C2P), a financial training and coaching organization led by financial advisors, coaches, mentors and business leaders, has been named one of three finalists in [...]

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Investor’s Business Daily –How Advisors Set Tough But Achievable Goals For Their Employees

To grow your firm, you rely on staffers to produce superior work. From administrative aides to junior planners, you’ll drive better results by dangling carrots that push everyone to excel. [...]

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Fixed Indexed Annuities: Understanding The Product Mechanics & How They Can Be Used In a Client’s Best Interest

Fixed indexed annuities have had explosive growth over the past decade. Academics, financial institutions, financial planners, and investment advisors have expanded the application of these products, which were once just [...]

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C2P Advisory Group Announced as Winner of 2019 WealthManagement.com Industry Award for Insurance Services Category

C2P Advisory Group has been announced as winner of the 2019 WealthManagement.com Industry Award for the Insurance Services Category. Read the full press release below.

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US News and World Report: Best Investments During an Economic Slow Down

Growth-focused stocks, ETFs and mutual funds have dominated this bull market, and Dave Alison, certified financial planner at Clarity 2 Prosperity, says in a downturn, value investments may get the [...]

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Grow.com — Don’t worry about getting a perfect credit score — this score is all you need

Your credit score is a number that lenders use to assess your creditworthiness, which impacts whether you get a loan and what kind of interest rate you’re offered, explains certified financial [...]

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Grow.com — What is Financial Literacy?

“No doubt about it, it’s a lack of education,” says Jason Smith, CEO and founder of Clarity 2 Prosperity, an organization that trains financial planners. “For generations we’ve failed at [...]

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