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Blogs

Kamala Harris’ Tax Proposal Explained for Financial Advisors: The Impact on High-Net-Worth Clients

Kamala Harris’ Tax Proposal Explained for Financial Advisors: The Impact on High-Net-Worth Clients

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Transitioning From a Broker-Dealer to an RIA: What Advisors Should Know

Transitioning From a Broker-Dealer to an RIA: What Advisors Should Know

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How Financial Advisors Can Attract and Retain High-Net-Worth Clients

How Financial Advisors Can Attract and Retain High-Net-Worth Clients

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Best Marketing Strategies and Practices for Financial Advisors

Best Marketing Strategies and Practices for Financial Advisors

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Innovative Client Appreciation and Prospecting Events for Financial Advisors

Innovative Client Appreciation and Prospecting Events for Financial Advisors

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Big Moments from C2P’s Mastermind Collegium Event for Financial Advisors in Pittsburgh

Big Moments from C2P’s Mastermind Collegium Event for Financial Advisors in Pittsburgh

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Advising Clients on 529 Plans and Tax-Efficient College Savings Strategies

Advising Clients on 529 Plans and Tax-Efficient College Savings Strategies

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Staying Sharp to Stay Ahead: Why Continuous Learning is Crucial as a Financial Advisor

Staying Sharp to Stay Ahead: Why Continuous Learning is Crucial as a Financial Advisor

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Mastering Practice Management: Developing Top Talent & Efficiency in Financial Advisory Firms

Mastering Practice Management: Developing Top Talent & Efficiency in Financial Advisory Firms

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Dave Alison Named Excellence Awardee Finalist for 2024 InvestmentNews Awards

Dave Alison Named Excellence Awardee Finalist for 2024 InvestmentNews Awards

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Financial Planning Simplified: Designing Your Client’s Bucket Plan

Financial Planning Simplified: Designing Your Client’s Bucket Plan

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Embracing Modern Marketing Strategies: A Financial Advisor’s Guide to Maximizing ROI

Embracing Modern Marketing Strategies: A Financial Advisor’s Guide to Maximizing ROI

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Five Impactful Life Insurance Strategies and Insights for Financial Advisors

Five Impactful Life Insurance Strategies and Insights for Financial Advisors

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Congratulations to Two C2P Advisors for Being Named to InvestmentNews Top Advisors 2024 List

Congratulations to Two C2P Advisors for Being Named to InvestmentNews Top Advisors 2024 List

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What is the Great Tax Sunset of 2026? A Guide for Financial Advisors

What is the Great Tax Sunset of 2026? A Guide for Financial Advisors

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C2P’s Dave Alison Wins 2023 ThinkAdvisor LUMINARIES Award

C2P’s Dave Alison Wins 2023 ThinkAdvisor LUMINARIES Award

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The DOL’s Proposed Retirement Security Rule: What Financial Advisors Need to Know

The DOL’s Proposed Retirement Security Rule: What Financial Advisors Need to Know

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Structuring Your Financial Advisory Firm for Success

Structuring Your Financial Advisory Firm for Success

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A Guide to Life Insurance Conversations

A Guide to Life Insurance Conversations

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AVAILABLE NOW: “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement” Audiobook

AVAILABLE NOW: “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement” Audiobook

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C2P Honored with 2023 NorthCoast 99 Great Workplace Award

C2P Honored with 2023 NorthCoast 99 Great Workplace Award

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Beyond Numbers: The Power of Emotion in Financial Advising

Beyond Numbers: The Power of Emotion in Financial Advising

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C2Ps’ Innovations and Leadership Named 3x Finalist for ThinkAdvisor LUMINARIES Class of 2023  

C2Ps’ Innovations and Leadership Named 3x Finalist for ThinkAdvisor LUMINARIES Class of 2023  

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How to Empower Women Clients Using Behavioral Finance

How to Empower Women Clients Using Behavioral Finance

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How Financial Advisors Can Simplify Asset Allocation for Clients

How Financial Advisors Can Simplify Asset Allocation for Clients

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C2P’s June 2023 Mastermind Collegium Was a Success — Here’s What You May Have Missed

C2P’s June 2023 Mastermind Collegium Was a Success — Here’s What You May Have Missed

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C2P’s President and Founding Partner, Dave Alison, Named to 2023 InvestmentNews 40 Under 40 List

C2P’s President and Founding Partner, Dave Alison, Named to 2023 InvestmentNews 40 Under 40 List

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Questions that Convert: Close More Sales with Phil Jones

Questions that Convert: Close More Sales with Phil Jones

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C2P Enterprises Launches ‘A Woman’s Clarity’ Program, Invites Advisors to Special International Women’s Day Event

C2P Enterprises Launches ‘A Woman’s Clarity’ Program, Invites Advisors to Special International Women’s Day Event

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A Bucketing Approach to Strategic Asset Allocation

A Bucketing Approach to Strategic Asset Allocation

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Cash Flow Analysis: Budget from the Bottom Up

Cash Flow Analysis: Budget from the Bottom Up

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Convert More Leads: How Financial Advisors Move Prospects Through the Pipeline

Convert More Leads: How Financial Advisors Move Prospects Through the Pipeline

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Accumulation and Distribution: Understanding the Order of Money

Accumulation and Distribution: Understanding the Order of Money

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5 Types of Roth Conversion Strategies to Manage Taxes

5 Types of Roth Conversion Strategies to Manage Taxes

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C2Pe’s Matt Seitz Updates Barron’s on New Marketing Rule

C2Pe’s Matt Seitz Updates Barron’s on New Marketing Rule

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How to Build a Sales Funnel by Marketing to Millennials

How to Build a Sales Funnel by Marketing to Millennials

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The Power of Adding a Paraplanner to Your Practice

The Power of Adding a Paraplanner to Your Practice

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Simplify the Way You Talk to Clients

Simplify the Way You Talk to Clients

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Recession Proofing Your Client’s Portfolio with The Bucket Plan®

Recession Proofing Your Client’s Portfolio with The Bucket Plan®

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C2P Enterprises Receives 3 Accolades for Growth and Success

C2P Enterprises Receives 3 Accolades for Growth and Success

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7 Ways Marketing Automation Can Increase Profitability for Advisors

7 Ways Marketing Automation Can Increase Profitability for Advisors

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How Asset-Based Long-Term Care Helps Protect Dependents

How Asset-Based Long-Term Care Helps Protect Dependents

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The Rainmaker Multiplier On-Demand: Marketing Automation

The Rainmaker Multiplier On-Demand: Marketing Automation

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Using HSA Investment Strategies in a Holistic Financial Plan

Using HSA Investment Strategies in a Holistic Financial Plan

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4 Financial Advisor Benefits of Working with an RIA

4 Financial Advisor Benefits of Working with an RIA

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The Bucket Plan On-Demand: Communicating Financial Planning Concepts

The Bucket Plan On-Demand: Communicating Financial Planning Concepts

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C2Pe’s Matt Seitz Advises on SEC Marketing Rule in Financial Advisor IQ

C2Pe’s Matt Seitz Advises on SEC Marketing Rule in Financial Advisor IQ

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Positioning Life Insurance in a Holistic Financial Plan

Positioning Life Insurance in a Holistic Financial Plan

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Tax Planning Considerations for 2022

Tax Planning Considerations for 2022

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Communication Tools for Financial Advisors in a Digital Environment

Communication Tools for Financial Advisors in a Digital Environment

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6 Social Media Networks Financial Advisors Should Use in 2022

6 Social Media Networks Financial Advisors Should Use in 2022

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4 Best Referral Sources for Financial Advisors

4 Best Referral Sources for Financial Advisors

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Maximizing Your Client’s Tax Plan After Early Retirement

Maximizing Your Client’s Tax Plan After Early Retirement

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Renting vs. Building a Tax Practice

Renting vs. Building a Tax Practice

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Charging the Right Financial Planning Fees as an Advisor

Charging the Right Financial Planning Fees as an Advisor

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Building a Comprehensive Financial Plan

Building a Comprehensive Financial Plan

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4 Steps for Financial Advisors to Help their Clients Avoid Income Gaps

4 Steps for Financial Advisors to Help their Clients Avoid Income Gaps

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Optimizing Your Client’s Financial Plans with the Family Estate Organizer

Optimizing Your Client’s Financial Plans with the Family Estate Organizer

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The 3 Phases of Cash-Flow Based Financial Planning

The 3 Phases of Cash-Flow Based Financial Planning

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What Insurance Marketing Professionals Can Do to Convert Leads to Prospects

What Insurance Marketing Professionals Can Do to Convert Leads to Prospects

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SEC Marketing Compliance: What Advisors Should Know

SEC Marketing Compliance: What Advisors Should Know

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How to Market Yourself as an Investment Advisor

How to Market Yourself as an Investment Advisor

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Are You Using the Right Compensation Model for Your Advisors?

Are You Using the Right Compensation Model for Your Advisors?

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Financial Planning for Women: What Advisors Should Consider When Working with Female Clients

Financial Planning for Women: What Advisors Should Consider When Working with Female Clients

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Top Tips for Financial Advisor Client Communications

Top Tips for Financial Advisor Client Communications

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Step-by-Step Guide: Constructing a Financial Planner Career Path Ladder

Step-by-Step Guide: Constructing a Financial Planner Career Path Ladder

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Starting a Tax Practice: Increase Your Offerings & Get New Clients

Starting a Tax Practice: Increase Your Offerings & Get New Clients

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Financial Advisor Strategies to Increase Assets and Attract Better Clients

Financial Advisor Strategies to Increase Assets and Attract Better Clients

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Buying a Tax Practice: How to Get New Clients Instantly

Buying a Tax Practice: How to Get New Clients Instantly

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C2P Enterprises Earns Three Prestigious Awards for Industry Contributions, Rapid Growth and Success in 2021

C2P Enterprises Earns Three Prestigious Awards for Industry Contributions, Rapid Growth and Success in 2021

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4 Ways to Rethink Annuities in Your Clients’ Retirement Plan

4 Ways to Rethink Annuities in Your Clients’ Retirement Plan

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6 Ways to Rethink Your Lead Nurturing Approach

6 Ways to Rethink Your Lead Nurturing Approach

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