C2P Enterprises Business Solutions

Want to Learn The Benefits of Working with C2P Enterprises?

At C2P Enterprises, we educate, train, grow, and support holistic financial advisors by providing personalized solutions to advisors and American families.

C2P Enterprises is the culmination of over a decade of dedication to creating and mastering all of the tools, resources, training, coaching, planning, products, and processes for independent, client-driven financial advisors to succeed and thrive. We’ve grown into a collection of leading independent financial services organizations driven by innovation, advisor collaboration, and client success.

We have a proven track record for helping advisors:

Build a Self-Sustaining Company
Increase Net Profitability
Become Part of a Community of fiduciaries

We have developed hands-on training resources and real-world sales tools to help holistic financial advisors reach their full potential.

To be successful, top advisors must bridge the demands of being both an impactful holistic advisor and a capable business owner. Each brand under C2P Enterprises independently serves advisors on their journeys to success.

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IS YOUR ADVISOR FIRM
STRUCTURED TO PROSPER?

Learn how to structure the right Advisor Career Path to
ensure your practice is able to:

1.

2.
3.

Operate at peak performance even while you are away
from the office
Build up future Rainmakers in your advisor group
Create the right succession plan that fits your future
retirement plans

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MAXIMIZE YOUR CLIENT'S FINANCIAL
PLAN WITH TAX PLANNING

Download our Advisor Guide to learn how to successfully
implement the right tax strategy for your financial practice.

Expand your offering with tax-forward holistic financial
plans
Build working relationships with tax planning
professionals in your market

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CLOSE MORE BUSINESS & OPTIMIZE
YOUR ADVISOR PIPELINE!

The Bucket Plan® Best Interest Process helps financial advisors
grow their business by:

1.

2.

3.

Implementing a simplified holisitc financial planning
process
Utilizing step-by-step tools that help educate your
clients
Increasing your closing ratio with consistent planning
procedures

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IS YOUR MARKETING TEAM READY
FOR SEC REGULATORY CHANGES?

Download our best practice guide to maintaining compliance
with your marketing and advertising.

Devise a SMART compliance plan
Review new rules and regulations
Keep up with trends for streamlining compliance
review

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DOES YOUR MARKETING APPEAL TO
TECH-SAVVY CLIENTELE

Download our FREE digital marketing guide to lean how to:

1.
2.
3.
4.

Optimize for search engines
Utilize social media platforms to grow your practice
Host virtual meetings and seminars
Create marketing drip campaigns that work

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ARE YOU STRUGGLING TO GET MORE
LEADS INTO YOUR SALES FUNNEL?

No matter what barriers are in your way, we've created a
guide to help you adapt and overcome.

Introducing potential customers to your brand
Creating working relationships with centers of influence
in your market
Creating a prospecting strategy to optimize your
practice's potential revenue

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DID YOU KNOW 80% OF ADVISORS WHO
PRODUCE $1M+ IN ANNUAL REVENUE HAVE
A DOCUMENTED MARKETING PLAN ?

Download our Marketing Plans 101 Advisor Guide to elevate your
marketing strategy and see real results.

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IS IT REALLY HARDER TO SELL
CUSTOMERS VIRUALLY RATHER
THAN IN-PERSON?

What you need are 10 proven ways to increase your closing ratio
and compete better in a virtual environment.

This free guide will help you:

1.
2.
3.

Ask the right questions
Use audience participation to your advantage
Create a documented process

What services does C2P Enterprises provide?

Using our proven systems, we developed a custom success plan with actionable next steps and built-in success parameters.

With over 750+ model offices around the country,C2P Enterprises has a unique insight into opportunities and challenges around marketing, sales processes, technology, training, support, taxes, and more.

C2P Enterprises is a holding company comprised of four distinct brands, each designed to simplify financial planning for advisors and the clients they serve. United by the vision of providing planning and financial products in the client’s best interest, each company offers education, training, resources, and tools to meet a client’s unique financial situation, along with access to an array of investment and insurance vehicles to help accomplish their goals.

Each organization is committed to fiduciary best interest practices and training industry standards for a higher quality of holistic financial planning services to families nationwide

Want to Learn The Benefits of Working with C2P Enterprises?

Schedule a Call!

Prosperity Capital Registered Investment Adviser

PROSPERITY CAPTIAL ADVISORS

Prosperity Capital Advisors is an SEC-Registered Investment Adviser (RIA) that
equips advisors with an array of fee-based financial planning and investment
solutions.
Leverage the expertise of our community of mentors and tap into an extensive
library of resources designed to help you mitigate risk and enhance your client
experience

LEARN MORE

VALOR CAPITAL MANAGEMENT

Valor Capital Management is an SEC-registered investment adviser firm operating
as a Turnkey Asset Management Program (TAMP).

Valor Capital Management helps RIAs and their advisors navigate the right
investment offering, blended portfolio design, and operational implementation
to meet the unique needs of their clients

LEARN MORE

CLARITY INSURANCE MARKETING

Clarity Insurance Marketing is an insurance marketing organization (IMO) that
facilitates advanced product screening, selection, and support for all lines of
fixed insurance products.

At Clarity Insurance Marketing, we are dedicated to implementing best interest
practices thatmitigate risks effectively. Clarity Insurance Marketing helps
institutions, advisors, and ultimately families nationwide.

LEARN MORE

CLARITY 2 PROSPERITY

Clarity 2 Prosperity is a financial training, coaching, and IP development
organization that offers financial advisor services, turnkey financial planning,
practice management, and marketing planning and strategy.

Clarity 2 Prosperity offers certified financial planner services to help advisors shift
from a transactional mindset to holistic planners. We give you the tools and the
financial advisor training programs you need to grow from mentorship calls to
personal coaching.

LEARN MORE

At C2P Enterprises, we educate, train, grow, and support holistic financial advisors by providing personalized solutions to advisors and American families.

We have a proven track record for helping advisors:

Build a Self-Sustaining Company
Increase Net Profitability
Become Part of a Community of fiduciaries

We have developed hands-on training resources and real-world sales tools to help holistic financial advisors reach their full potential.

Prosperity Capital Advisors

Prosperity Capital Advisors (PCA) is a holistic planning-based SEC-registered investment adviser (RIA) providing independent investment advisor representatives (IARs) with a connected ecosystem thatintegrates financial planning, investment & insurance solutions, technology, marketing, compliance,and operations into one complete platform to help entrepreneurial advisors scale their business and meet the unique needs of their clients.

Prosperity Capital Advisors is a custodian agnostic that provides:

•Affiliated financial advisor services

•Extensive support and training

•Advanced portfolio analytics and reporting

Investment product due diligence and selection

Valor Capital Management

Valor Capital Management (Valor) is an SEC-registered investment adviser firm operating as a Turnkey Asset Management Program (TAMP). It has aligned with world-class investment managers to provide registered investment advisorswithan investment platform of core and satellite strategies to meet the unique needs of their advisors and clients. By providing active strategic management through a diverse lineup of core model portfolios alongside a customizable satellite offering of unique niche investment strategies and solutions, Valor helps RIAs and their advisors navigate the right investment offering, blended portfolio design, and operational implementation to meet the unique needs of their clients.

Valor Capital Management can help you with your:

•Sales

•Investment platform

•Operations

•And client experiences

Clarity Insurance Marketing

Clarity Insurance Marketing (Clarity) is a best interest-focused insurance marketing organization (IMO) that facilitates advanced product screening, selection, and support for all lines of fixed insurance products. It works to create efficient back-office support and quality service standards to help advisors issue new business quickly, accurately, and effectively. Clarity is dedicated to the implementation of best interest practices for the use of its insurance products, effectively mitigating risk for institutions, their advisors, and families nationwide.

•Fixed Annuities

•Indexed Annuities

•Single Premium

•Traditional Life Insurance

•Asset-Based Long-Term Care Products

Clarity 2 Prosperity

Clarity 2 Prosperity (C2P) is a financial training, coaching. and IP development organization that offers financial advisors turnkey financial planning, practice management, and marketing processes. Its mission is to help advisors shift from a transactional mindset to holistic planners who offer best interest advice by coordinating all areas of their clients’ financial lives –including investments, insurance, tax, estate, Social Security, retirement income, and healthcare planning. To achieve this mission, C2P provides live, on-demand, group, and one-on-one training, along with tools, resources, mentoring, and support to ensure the successful implementation of its packaged proven processes, including The Bucket Plan® Best Interest Process

News and Updates

August 12, 2022

What services does C2P Enterprises provide?

Prosperity Capital Advisors

Valor Capital Management

Clarity Insurance Marketing

Clarity 2 Prosperity

News and Updates

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

Positioning Life Insurance in a Holistic Financial Plan

Tax Planning Considerations for 2022