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.

Holistic Financial Planning

Holistic financial planning takes a 360-degree look at the client's situation to better understand their short-term and long-term goals for both their life and their money.

Whether planning for high-net-worth clients or the average local retiree—it's about more than just bringing them the latest investment opportunity or finding the right portfolio.

A holistic financial plan offers financial advisors a solution for any individual's economic puzzle. The advisor can develop a one-of-a-kind proposal to maximize their customer's wealth, health, and happiness while minimizing any potential tax pitfalls and managing gaps in the market.

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Practice Management

Building a sustainable and lasting wealth management firm requires vision and action. With the shifting of client needs, older methods for delivering a holistic financial plan are no longer sustainable.

In order to create a business that does not require every hour of theLeadAdvisor’s attention,the business strategy should include plans to manage and build up the talent they bring in, along with a documented structure for how to guide customers through each step of the investment process.

Building a process does not only ensure that clients receive the same experience even if they are not working with the lead advisor. It also ensures that compliance reviews for best interest practices are easier to prove when the process has been well-documented

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Profitable Business Lines

What are the most profitable business lines for financial advisors and their clients?

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 marketing certainly deserves your attention, it’s a slow process. What if you could acquire new customers almost instantly?

One sure way to do this is to incorporate different product offerings into your existing financial services business

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Marketing Programs

Let our digital marketing experts help you develop your business, brand, and even your team.

No matter how targeted you get with your digital marketing, you can never fully control who sees your content.

Each client should receive one-on-one holistic financial advice tailored to their specific needs, and that is not possible if you push products online to the masses.

The goal of your marketing planning and strategy should be to guide each individual prospect through the sales funnel.

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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!

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

June 23, 2022

What services does C2P Enterprises provide?

Prosperity Capital Advisors

Valor Capital Management

Clarity Insurance Marketing

Clarity 2 Prosperity

News and Updates

Maximizing Your Client’s Tax Plan After Early Retirement

Renting v. Building a Tax Practice

Charging the Right Financial Planning Fees as an Advisor