Blogs

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

Matt Seitz is the Executive Vice President of Marketing at C2P Enterprises. He was recently quoted in an article by...

Positioning Life Insurance in a Holistic Financial Plan

Talking About Life Insurance We like to pretend we are going to live forever. Most of us would rather do...

Tax Planning Considerations for 2022

Tax Planning Considerations Financial Advisors Should Share with their Clients in 2023 A recent Grant Thornton survey of tax executives...

Communication Tools for Financial Advisors in a Digital Environment

Effective Client Communication Uses Your Own Processes for Success In a 2019 survey, 85% of respondents said they would consider...

6 Social Media Networks Financial Advisors Should Use in 2022

Why Social Media Marketing Works for Financial Advisors According to LinkedIn, 92% of financial planners who use social media for...

4 Best Referral Sources for Financial Advisors

What are the best referral sources for financial advisors? One of the best referral sources for financial advisors is mutually...

Maximizing Your Client’s Tax Plan After Early Retirement

Early retirement tax planning requires significant preplanning, like contributing to tax-advantaged investments that don’t have early withdrawal fees. Tax planning...

Renting vs. Building a Tax Practice

The most successful financial planners are always thinking about growth. They either want to find new prospects or increase their...

Charging the Right Financial Planning Fees as an Advisor

It can be confusing to know how or why to charge financial planning fees. If you don’t understand the value...

Building a Comprehensive Financial Plan

A comprehensive financial plan can ease the client’s mind and decrease anxiety around their finances in both the short and...

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

Understanding the Gaps in Your Client’s Future Income What if there was a quick and easy documented way of assessing...

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

The Family Estate Organizer (FEO) is a holistic financial planning tool that handles the process of settling an estate, as...

The 3 Phases of Cash-Flow Based Financial Planning

Why is cash-flow based financial planning the right strategy? Cash-flow based financial planning is the right strategy because it uses...

What Insurance Marketing Professionals Can Do to Convert Leads to Prospects

Insurance marketing lead conversion is one of the most challenging tasks to master. How do you generate consistent new business...

SEC Marketing Compliance: What Advisors Should Know

The new SEC Marketing Compliance Rule defines advertising as financial advisor client communications made directly or indirectly by the advisor...

5 Best Marketing Strategies for Financial Advisors

The goal of marketing strategies for financial advisors should be to guide each prospect through the sales funnel from prospect...

How to Market Yourself as an Investment Advisor

Like most things, investment advisor marketing starts with Google. Building your web presence is the first step toward a robust...

Are You Using the Right Compensation Model for Your Advisors?

Recruiting top-quality wealth professionals for your business is similar to acquiring a new high revenue client. It requires that both...

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

March is Women’s History Month! There are more women nearing retirement age now than ever before, so it’s time to...

Top Tips for Financial Advisor Client Communications

Learning to communicate effectively with your clients and find the communication tools that work for you is crucial to your...

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

The Advisor Career Path is a way to structure your business, so it will continue to prosper without you. There...

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

Starting a tax practice is proven to grow your existing financial services business. Clients are uncertain about the future of...

Financial Advisor Strategies to Increase Assets and Attract Better Clients

There are a lot of financial advisor strategies you can use to increase your assets and attract high-net-worth clients. Do...

Buying a Tax Practice: How to Get New Clients Instantly

There are tons of ways you can gain new clients and grow your business—online seminars, live events, social media, search...

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

FOR IMMEDIATE RELEASE CONTACTAdvisorPR® (702) 685-7450  C2P Enterprises Earns Three Prestigious Awards for Industry Contributions, Rapid Growth and Success  Recent...

4 Ways to Rethink Annuities in Your Clients’ Retirement Plan

What really determines happiness for your clients in retirement? A client's savings may be a great indicator of security. But...

6 Ways to Rethink Your Lead Nurturing Approach

Has the virtual sales environment challenged you to find new ways of prospecting and lead nurturing? Are you acquiring leads...

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...