Blogs

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...

How 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...

Compliance Best Practices for Financial Advisors

How to Create Compelling and Compliant, Content Staying Ahead of the Regulatory Curve As a financial advisor, you...

Year-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...

Preparing 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...

Eight 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....

Financial 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...

Kamala 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...

Transitioning 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...

Best 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...

Innovative 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,...

Big 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...

Advising 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...

Staying 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...

Mastering 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...

Dave 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,...

Financial 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...

Embracing 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...

Five 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...

Congratulations 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/...

What 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...

C2P’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...

The 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...

Structuring 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...

A 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...

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

With newly updated content for 2023, the highly anticipated audiobook became an Amazon instant best-seller during pre-order CLEVELAND, Ohio, September 28,...

C2P 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...

Beyond 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...

C2Ps’ 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...

How 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...

How 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...

C2P’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...

C2P’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...

Questions 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,...

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

FOR IMMEDIATE RELEASE CONTACT AdvisorPR® (702) 685-7450 C2P Enterprises Launches ‘A Woman’s Clarity’ Program, Invites Advisors to Special International Women’s...

A 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...

Cash 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...

Convert 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...

Accumulation 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...

5 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...

C2Pe’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...

How 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%...

The 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...

Simplify 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...

Recession 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...

C2P 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...

7 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...

How 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...

The 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...

Using 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...

4 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...

The Bucket Plan On-Demand: Communicating Financial Planning Concepts

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...

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 how to talk to clients and find the communication tools that work for you is crucial to your financial...

Step-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....

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

How Do Top Advisors Bring High-Net-Worth Clients? There are a lot of financial advisor strategies you can use to increase...

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 in 2021

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...