Mastering Social Security Reform Planning Opportunities in 2025
As a financial advisor, you're likely fielding an increasing number of questions about the recent Social Security Fairness...
Read Full ArticleHow Financial Advisors Can Attract and Retain High-Net-Worth Clients in 8 Steps
Are you trying to attract and then retain high-net-worth (HNW) or ultra-high-net worth (UHNW) clients? Many financial advisors...
Read Full ArticleCompliance Best Practices for Financial Advisors
How to Create Compelling and Compliant, Content Staying Ahead of the Regulatory Curve As a financial advisor, you...
Read Full ArticleYear-End Charitable Giving Strategies: A Guide for Financial Advisors
Savvy financial advisors are helping clients optimize their charitable giving strategies, especially as the holiday season approaches. With...
Read Full ArticlePreparing for The Great Wealth Transfer: How Advisors Can Better Serve Female Clients
Women are about to control more wealth than ever before. The Great Wealth Transfer over the next couple...
Read Full ArticleEight Social Security Myths Examined: Important Insights for Financial Advisors
In the intricate world of retirement planning, Social Security remains both a cornerstone and a source of confusion....
Read Full ArticleFinancial Advisor Marketing Tips for 2025
We’ve said it before, but we’ll say it again: staying ahead of the curve is crucial for financial...
Read Full ArticleKamala Harris’ Tax Proposal Explained for Financial Advisors: The Impact on High-Net-Worth Clients
As we gear up for the 2024 presidential election, it’s important to consider about how some of the...
Read Full ArticleTransitioning From a Broker-Dealer to an RIA: What Advisors Should Know
What Should Financial Advisors Know About Transitioning from a Broker-Dealer to an RIA? Transitioning from a broker-dealer to an RIA...
Read Full ArticleBest Marketing Strategies and Practices for Financial Advisors
Email & More Marketing Must-Haves to Grow Your Business As a financial advisor, you probably know that effective communication with...
Read Full ArticleInnovative Client Appreciation and Prospecting Events for Financial Advisors
For financial advisors, maintaining strong client relationships and attracting new prospects are crucial for ongoing success. Even during slower seasons,...
Read Full ArticleBig Moments from C2P’s Mastermind Collegium Event for Financial Advisors in Pittsburgh
The steel city of Pittsburgh set the stage for C2P's 2024 Mastermind Collegium (MMC) where financial advisors from across the...
Read Full ArticleAdvising Clients on 529 Plans and Tax-Efficient College Savings Strategies
Advise your clients on 529 plans and more tax-efficient strategies with powerful insights from a recent episode of "The Bucket...
Read Full ArticleStaying Sharp to Stay Ahead: Why Continuous Learning is Crucial as a Financial Advisor
The services you offer as a financial advisor are important, but your knowledge is your most valuable asset. In an...
Read Full ArticleMastering Practice Management: Developing Top Talent & Efficiency in Financial Advisory Firms
In the rapidly evolving world of financial advising, firms face the constant challenge of attracting and retaining top talent. With...
Read Full ArticleDave Alison Named Excellence Awardee Finalist for 2024 InvestmentNews Awards
Inaugural ranking highlights standouts who elevate their work, their reputations, and their industry with their dedication and knowledge CLEVELAND, Ohio,...
Read Full ArticleFinancial Planning Simplified: Designing Your Client’s Bucket Plan
A Guide for Financial Advisors In today's complex financial landscape with so many variables, assumptions, and unknowns, it’s easy to...
Read Full ArticleEmbracing Modern Marketing Strategies: A Financial Advisor’s Guide to Maximizing ROI
In an era where technology and consumer behavior evolve rapidly, financial advisors must continuously adapt their marketing strategies to stay...
Read Full ArticleFive Impactful Life Insurance Strategies and Insights for Financial Advisors
Many misconceptions surround life insurance — by clients, financial advisors, and agents alike. Financial advisors can help communicate the versatility...
Read Full ArticleCongratulations to Two C2P Advisors for Being Named to InvestmentNews Top Advisors 2024 List
Inaugural ranking highlights dynamic advisors across the country who excel at serving clients with transparency, education, and personalization CLEVELAND, Feb. 1, 2024 /PRNewswire/...
Read Full ArticleWhat is the Great Tax Sunset of 2026? A Guide for Financial Advisors
The favorable tax changes from the 2017 Tax Cuts and Jobs Act (TCJA) will 'sunset' or expire by the end...
Read Full ArticleC2P’s Dave Alison Wins 2023 ThinkAdvisor LUMINARIES Award
Recognized for bringing impactful solutions to financial advisors, firm's president & founding partner continues transforming the industry through thought leadership...
Read Full ArticleThe DOL’s Proposed Retirement Security Rule: What Financial Advisors Need to Know
The U.S. Department of Labor (DOL) recently proposed a new fiduciary rule on October 31,2023 that attempts to redefine the...
Read Full ArticleStructuring Your Financial Advisory Firm for Success
Scaling up and securing your practice’s future begins with clear career paths and compensation models The financial services industry has...
Read Full ArticleA Guide to Life Insurance Conversations
While Life Insurance Awareness Month (September), may be ending, that doesn’t mean this sometimes misunderstood financial planning resource is any...
Read Full ArticleWith newly updated content for 2023, the highly anticipated audiobook became an Amazon instant best-seller during pre-order CLEVELAND, Ohio, September 28,...
Read Full ArticleC2P Honored with 2023 NorthCoast 99 Great Workplace Award
Accomplished firm C2P and its model office JL Smith celebrate well-deserved recognition as a great place for top talent to...
Read Full ArticleBeyond Numbers: The Power of Emotion in Financial Advising
In the world of financial planning services, numbers and strategies often take the spotlight. However, advisors sometimes overlook an essential...
Read Full ArticleC2Ps’ Innovations and Leadership Named 3x Finalist for ThinkAdvisor LUMINARIES Class of 2023
Recognized for bringing impactful solutions to financial advisors, C2P and its leaders continue to transform the industry through thought leadership...
Read Full ArticleHow to Empower Women Clients Using Behavioral Finance
Women face particular challenges when it comes to navigating the world of financial planning and investing with confidence, whether caused...
Read Full ArticleHow Financial Advisors Can Simplify Asset Allocation for Clients
Asset allocation is important for you to explain clearly as an advisor, so your clients fully understand their overall investment...
Read Full ArticleC2P’s June 2023 Mastermind Collegium Was a Success — Here’s What You May Have Missed
The June 2023 Mastermind Collegium, or MMC, has come and gone, marked by a talented group of speakers and guests...
Read Full ArticleC2P’s President and Founding Partner, Dave Alison, Named to 2023 InvestmentNews 40 Under 40 List
CLEVELAND, Ohio — We are proud to share that our own Dave Alison, President and Co-founder of C2P, was named...
Read Full ArticleQuestions that Convert: Close More Sales with Phil Jones
Phil M Jones has spoken in nearly 60 countries and worked with over 800 organizations. His podcast, Words with Friends,...
Read Full ArticleFOR IMMEDIATE RELEASE CONTACT AdvisorPR® (702) 685-7450 C2P Enterprises Launches ‘A Woman’s Clarity’ Program, Invites Advisors to Special International Women’s...
Read Full ArticleA Bucketing Approach to Strategic Asset Allocation
What is Strategic Asset Allocation? The bucketing approach to strategic asset allocation began with a Harry Markowitz paper in the...
Read Full ArticleCash Flow Analysis: Budget from the Bottom Up
The Cash Flow Analysis is a bottom-up budgeting methodology that cuts through the clutter associated with the traditional budgeting process...
Read Full ArticleConvert More Leads: How Financial Advisors Move Prospects Through the Pipeline
Are you on target to meet your business objectives in 2023? Have you even set those goals yet? Our clients...
Read Full ArticleAccumulation and Distribution: Understanding the Order of Money
How do you manage taxes during accumulation and distribution? There is an order to how your clients should amass wealth...
Read Full Article5 Types of Roth Conversion Strategies to Manage Taxes
What are the 5 Types of Roth Conversion Strategies? Did you know that the correct Roth conversion strategy can have...
Read Full ArticleC2Pe’s Matt Seitz Updates Barron’s on New Marketing Rule
Executive Vice President of Marketing at C2P Enterprises, Matt Seitz, was recently quoted in an article by Barron’s regarding the...
Read Full ArticleHow to Build a Sales Funnel by Marketing to Millennials
Why should advisors be marketing to millennials? Because there are over 70 million American millennials, who make up about 30%...
Read Full ArticleThe Power of Adding a Paraplanner to Your Practice
"A Paraplanner can range from entry-level to experienced. They can be a W-2 employee or have their own Paraplanning business...
Read Full ArticleSimplify the Way You Talk to Clients
Keep it Simple When Explaining Concepts to Clients The golden rule of an effective communication strategy is to simplify the...
Read Full ArticleRecession Proofing Your Client’s Portfolio with The Bucket Plan®
Did you know that the 2010s is the only decade since the mid-1800s that didn’t have a recession? Recessions are...
Read Full ArticleC2P Enterprises Receives 3 Accolades for Growth and Success
FOR IMMEDIATE RELEASE CONTACT AdvisorPR® (702) 685-7450 C2P Enterprises Receives Three Accolades for Rapid Growth and Success Recent Accomplishments...
Read Full Article7 Ways Marketing Automation Can Increase Profitability for Advisors
Understanding the Reality of Marketing Automation for Financial Advisors Marketing Automation for financial advisors helps ensure that the right message...
Read Full ArticleHow Asset-Based Long-Term Care Helps Protect Dependents
How Can Asset-Based Long-Term Care Unburden Clients with Multiple Dependents at Various Ages? Asset-based long-term care (LTC) is a type...
Read Full ArticleThe Rainmaker Multiplier On-Demand: Marketing Automation
Executive VP of Marketing at C2P Enterprises, and CMO at JL Smith, Matt Seitz, hosts this episode of the Rainmaker...
Read Full ArticleUsing HSA Investment Strategies in a Holistic Financial Plan
Positioning HSA Investment Strategy with The Bucket Plan There are many solutions for financial advisors to achieve profitable business lines...
Read Full Article4 Financial Advisor Benefits of Working with an RIA
There are many benefits of working with an RIA. For instance, they charge financial planning fees for their advice on...
Read Full ArticleC2Pe’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...
Read Full ArticlePositioning 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...
Read Full ArticleTax Planning Considerations for 2022
Tax Planning Considerations Financial Advisors Should Share with their Clients in 2023 A recent Grant Thornton survey of tax executives...
Read Full ArticleCommunication 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...
Read Full Article6 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...
Read Full Article4 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...
Read Full ArticleMaximizing 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...
Read Full ArticleRenting 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...
Read Full ArticleCharging 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...
Read Full ArticleBuilding 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...
Read Full Article4 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...
Read Full ArticleOptimizing 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...
Read Full ArticleThe 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...
Read Full ArticleWhat 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...
Read Full ArticleSEC 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...
Read Full ArticleHow 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...
Read Full ArticleAre 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...
Read Full ArticleFinancial 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...
Read Full ArticleTop Tips for Financial Advisor Client Communications
Learning how to talk to clients and find the communication tools that work for you is crucial to your financial...
Read Full ArticleStep-by-Step Guide: Constructing a Financial Planner Career Path Ladder
The Advisor Career Path is a method of structuring your financial practice, so it can continue to prosper without you....
Read Full ArticleStarting 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...
Read Full ArticleFinancial Advisor Strategies to Increase Assets and Attract Better Clients
How Do Top Advisors Bring High-Net-Worth Clients? There are a lot of financial advisor strategies you can use to increase...
Read Full ArticleBuying 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...
Read Full ArticleFOR IMMEDIATE RELEASE CONTACTAdvisorPR® (702) 685-7450 C2P Enterprises Earns Three Prestigious Awards for Industry Contributions, Rapid Growth and Success Recent...
Read Full Article4 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...
Read Full Article6 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...
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