What really determines happiness for your clients in retirement? While portfolio performance often dominates planning conversations, the foundation of retirement security lies in guaranteed income...

Prosperity Capital Advisors Also Recognized as One of the Largest Wealth Management Firms in Northeast Ohio by Crain’s Cleveland Business CLEVELAND, OH – May 20, 2025 — C2P, a financial planning and...

  There will come a time when you need to step away from your firm — whether for an extended vacation, medical or family needs, or retirement. The question is: will your practice continue to...

Comprehensive Practice Guide & Exclusive Toolkit for Financial Advisors Teaches How to Duplicate & Scale Business with Proven Process hit #1 New Release in Wealth Management on Amazon...

Recent market events have been jarring – the S&P 500 dropping nearly 5% in a single day and major indexes posting their worst performance since 2020.   Tariff announcements, inflation concerns...

  Your wealthy clients aren’t hiring you just to help them manage the wealth they make, they expect you to help them keep more of it, too.   If you’re looking to differentiate your practice and...

  Life insurance planning for women represents one of the largest untapped opportunities for financial advisors today, yet many struggle to effectively serve this growing market. The opportunity...

Award highlights Seitz’s leadership in digital marketing, brand strategy, and content-driven growth in financial services Cleveland, Ohio – February 19, 2025 – C2P, an RIA-grounded organization whose...

  Let’s talk about how client acquisition has evolved in our industry. These days, prospects do their homework before reaching out to an advisor. They’re looking online, checking...

As a financial advisor, you’re likely fielding an increasing number of questions about the recent Social Security Fairness Act of 2023 (H.R. 82) and its implications for retirement planning...

Are you trying to attract and then retain high-net-worth (HNW) or ultra-high-net worth (UHNW) clients? Many financial advisors are… so what can you do to stand out from your competition and win...

How to Create Compelling and Compliant, Content Staying Ahead of the Regulatory Curve As a financial advisor, you understand the importance of creating compelling content that resonates with your...

Women are about to control more wealth than ever before. The Great Wealth Transfer over the next couple of decades is estimated to put $30 trillion in North American assets in women’s hands...

In the intricate world of retirement planning, Social Security remains both a cornerstone and a source of confusion. As a financial advisor, you’ve likely encountered clients grappling with...

We’ve said it before, but we’ll say it again: staying ahead of the curve is crucial for financial advisors looking to connect with clients and grow their practices. Our team recently attended...

As we gear up for the 2024 presidential election, it’s important to consider about how some of the candidates’ proposals will inevitably affect your financial advisory clients, and therefore how you...

What Should Financial Advisors Know About Transitioning from a Broker-Dealer to an RIA? Transitioning from a broker-dealer to an RIA means moving from earning a commission for buying and selling...

Email & More Marketing Must-Haves to Grow Your Business As a financial advisor, you probably know that effective communication with prospects and clients is essential to growing your business, but...

For financial advisors, maintaining strong client relationships and attracting new prospects are crucial for ongoing success. Even during slower seasons, engaging in creative events and activities can...

The steel city of Pittsburgh set the stage for C2P’s 2024 Mastermind Collegium (MMC) where financial advisors from across the nation gathered to forge their practices into prosperous...

Advise your clients on 529 plans and more tax-efficient strategies with powerful insights from a recent episode of “The Bucket Plan® On-Demand” podcast. In this episode, Seth Meisler, CFA...

The services you offer as a financial advisor are important, but your knowledge is your most valuable asset. In an industry with new regulations, tax laws, investment products, and planning strategies...

As the financial landscape continues to evolve, firms must navigate the challenges in financial services, including the constant struggle to attract and retain top talent. With the job market becoming...

Inaugural ranking highlights standouts who elevate their work, their reputations, and their industry with their dedication and knowledge CLEVELAND, Ohio, April 25, 2024 – C2P, an organization designed...

A Guide for Financial Advisors In today’s complex financial landscape with so many variables, assumptions, and unknowns, it’s easy to overwhelm your clients with how you prepare and present your...

In an era where technology and consumer behavior evolve rapidly, financial advisors must continuously adapt their marketing strategies to stay ahead. The Rainmaker Multiplier On-Demand podcast is one...

Many misconceptions surround life insurance — by clients, financial advisors, and agents alike. Financial advisors can help communicate the versatility of life insurance to their clients and help them...

Inaugural ranking highlights dynamic advisors across the country who excel at serving clients with transparency, education, and personalization CLEVELAND, Feb. 1, 2024 /PRNewswire/ — C2P, an...

The favorable tax changes from the 2017 Tax Cuts and Jobs Act (TCJA) will ‘sunset’ or expire by the end of next year. Financial advisors and tax professionals should prepare clients for...

Recognized for bringing impactful solutions to financial advisors, firm’s president & founding partner continues transforming the industry through thought leadership and education. ...

The U.S. Department of Labor (DOL) recently proposed a new fiduciary rule on October 31,2023 that attempts to redefine the criteria used to identify fiduciary investment advice. The proposal’s goal is...

Scaling up and securing your practice’s future begins with clear career paths and compensation models The financial services industry has changed a lot in the last decade, with many successful firms...

While Life Insurance Awareness Month (September), may be ending, that doesn’t mean this sometimes misunderstood financial planning resource is any less important. In fact, this multifaceted financial...

With newly updated content for 2023, the highly anticipated audiobook became an Amazon instant best-seller during pre-order CLEVELAND, Ohio, September 28, 2023 – Jason L Smith, a nationally recognized...

Accomplished firm C2P and its model office JL Smith celebrate well-deserved recognition as a great place for top talent to work.  CLEVELAND, Ohio, September 1, 2023 — C2P, a holistic financial...

Why Emotional Intelligence Matters in Financial Advising In the world of financial planning services, numbers and strategies often take the spotlight. However, advisors sometimes overlook an essential...

Recognized for bringing impactful solutions to financial advisors, C2P and its leaders continue to transform the industry through thought leadership and education  Cleveland – July 25, 2023 – C2P...

Women face particular challenges when it comes to navigating the world of financial planning and investing with confidence, whether caused by behaviors more common to them or the way the wealth...

Asset allocation is a crucial concept for financial advisors to communicate effectively. When clients clearly understand their investment strategy, they feel more confident and engaged in their...

The June 2023 Mastermind Collegium, or MMC, has come and gone, marked by a talented group of speakers and guests that descended upon Cleveland, Ohio. The venue was the gorgeous Hilton Cleveland...

CLEVELAND, Ohio — We are proud to share that our own Dave Alison, President and Co-founder of C2P, was named one of the financial industry’s top up-and-comers under the age of 40 by InvestmentNews...

Phil M Jones has spoken in nearly 60 countries and worked with over 800 organizations. His podcast, Words with Friends, is in its fourth season, and he’s the bestselling author of Exactly What to Say...

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

What is Strategic Asset Allocation? The bucketing approach to strategic asset allocation began with a Harry Markowitz paper in the Journal of Finance in 1952. It outlined how investors could allocate...

The Cash Flow Analysis is a bottom-up budgeting methodology that cuts through the clutter associated with the traditional budgeting process and gets to the critical numbers you need to get started...

Are you on target to meet your business objectives in 2023? Have you even set those goals yet? Our clients often report a steady influx of prospects but claim they struggle to convert more leads into...

How do you manage taxes during accumulation and distribution? There is an order to how your clients should amass wealth and withdrawal funds upon retirement to increase net after-tax cash flow. It’s...

What are the 5 Types of Roth Conversion Strategies? Did you know that the correct Roth conversion strategy can have a significant impact on how much your clients will pay in taxes over the course of...

Executive Vice President of Marketing at C2P Enterprises, Matt Seitz, was recently quoted in an article by Barron’s regarding the new SEC marketing rule which went into full effect November 4th, 2022...

Why should advisors be marketing to millennials? Because there are over 70 million American millennials, who make up about 30% of the entire population, that’s why. Also known as Gen Y, millennials...

“A Paraplanner can range from entry-level to experienced. They can be a W-2 employee or have their own Paraplanning business working with multiple advisors. They can be a part of a firm on a...

Keep it Simple When Explaining Concepts to Clients The golden rule of an effective financial advisor communication strategy is to simplify the way you talk to clients and go into each meeting with a...

Did you know that the 2010s is the only decade since the mid-1800s that didn’t have a recession? Recessions are part of the economic cycle we all experience. The key is learning how to recession-proof...

FOR IMMEDIATE RELEASE  CONTACT  AdvisorPR®  (702) 685-7450    C2P Enterprises Receives Three Accolades for Rapid Growth and Success Recent Accomplishments Include Financial Times Ranking, Financial...

Understanding the Reality of Marketing Automation for Financial Advisors Marketing Automation for financial advisors helps ensure that the right message goes to the right person at the right time...

How Can Asset-Based Long-Term Care Unburden Clients with Multiple Dependents at Various Ages? Asset-based long-term care (LTC) is a type of life insurance policy with tax-free long-term care benefits...

Executive VP of Marketing at C2P Enterprises, and CMO at JL Smith, Matt Seitz, hosts this episode of the Rainmaker Multiplier On-Demand Podcast. He is joined by C2Pe’s Digital Marketing Manager, Nico...

Positioning HSA Investment Strategy with The Bucket Plan There are many solutions for financial advisors to achieve profitable business lines using health savings accounts (HSA). Implementing an HSA...

There are many benefits of working with an RIA. For instance, they charge financial planning fees for their advice on comprehensive financial planning and implement solutions like portfolio management...

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Matt Seitz is the Executive Vice President of Marketing at C2P Enterprises. He was recently quoted in an article by Financial Advisor IQ on the new SEC marketing rule. It went into effect on May 4...

Talking About Life Insurance We like to pretend we are going to live forever. Most of us would rather do just about anything other than think deeply about our own death. That’s why effectively...

Tax Planning Considerations Financial Advisors Should Share with their Clients in 2023 A recent Grant Thornton survey of tax executives found that over 50% were either re-evaluating their tax planning...

Effective client communication uses your own processes for success In a 2019 survey, 85% of respondents said they would consider a financial advisor’s communication style when deciding whether to...

Why Social Media Marketing Works for Financial Advisors According to LinkedIn, 92% of financial planners who use social media for business purposes report that it has helped them get new clients...

What are the best referral sources for financial advisors? One of the best referral sources for financial advisors is mutually beneficial relationships. Relationships like referral programs, which are...

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

The most successful financial planners are always thinking about growth. They focus on how to attract prospects while expanding their services for existing clients through profitable business lines...

It can be confusing to know how or why to charge financial planning fees. If you don’t understand the value of the wisdom you’re providing, how can you put a monetary value on your advice and expect...

A comprehensive financial plan can ease the client’s mind and decrease anxiety around their finances in both the short and long term. Studies show that people feel more secure when they have a...

Understanding the Gaps in Your Client’s Future Income What if there was a quick and easy documented way of assessing whether your clients will have an income gap or excess cash flow when they retire?...

The Family Estate Organizer (FEO) is a holistic financial planning tool that handles the process of settling an estate, as well as assisting the family and any professionals involved. The FEO...

Why is cash-flow based financial planning the right strategy? Cash-flow based financial planning is the right strategy because it uses a detailed approach by classifying income as earned or capital...

Insurance marketing lead conversion is one of the most challenging tasks to master. How do you generate consistent new business that will continuously flow through the sales funnel while maintaining...

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

Like most things, investment advisor marketing starts with Google. Building your web presence is the first step toward a robust marketing plan for financial advisors. Check out these investment...

Recruiting top-quality wealth professionals for your business is similar to acquiring a new high revenue client. It requires that both parties determine whether they are the right fit.    Compensation...

March is Women’s History Month! There are more women nearing retirement age now than ever before, so it’s time to ditch the boys club and learn how to increase your lead generation by targeting women...

Learning how to talk to clients and find the communication tools that work for you is crucial to your financial advisor’s success and, ultimately, the relationships you build with your customers...

Starting a tax practice is proven to grow your existing financial services business. Clients are uncertain about the future of the economic landscape and the best way to take advantage of it. This...

How Do Top Advisors Bring High-Net-Worth Clients? There are a lot of financial advisor strategies you can use to increase your assets and attract high-net-worth clients. Do you want to raise your...

There are tons of ways you can gain new clients and grow your business—online seminars, live events, social media, search engine optimization, television appearances, etc. And while this type of...

FOR IMMEDIATE RELEASE CONTACTAdvisorPR® (702) 685-7450  C2P Enterprises Earns Three Prestigious Awards for Industry Contributions, Rapid Growth and Success  Recent Accolades Include Inc. 5000 list...

Learn 6 expert tips to revamp your lead nurturing strategies, improve communication, build trust, and strengthen client relationships in today’s digital age...