Are you looking to streamline your sales process and increase your closing ratio?
Host Kalem Mackey, CFP®, BPC, Executive Vice President of C2P, will teach you how to improve your offerings and hone your skills by effectively creating a holistic planning experience you and your clients will love. This proven, repeatable planning methodology is known as The Bucket Plan® Best Interest Process.
There will come a time when you need to step away from your firm. The Advisor Career Path is a way to structure your business, so it will continue to prosper without you.
Whether it’s for an extended vacation, medical or family needs, or you’re just ready to retire—the Advisor Career Path will pave the way for you to delegate responsibilities through a seamless transition and put your mind at ease.
How do advisors monetize their wisdom, and why is it important to charge planning fees? The answers are easier than you think!
It can be confusing to know how, or why, to charge fees for your planning services. Especially if you don’t feel you’re offering something different to your clients, it can be hard to know why charging fees even matters.
This webinar will explain the value of providing your clients with a holistic planning process and differentiating yourself from other advisors in a way that makes it easier to charge for your services. The Bucket Plan® holistic planning process is a proven, step-by-step process that is easy to follow and easy to replicate, all while acting in the best interest of your clients and their financial futures.
Are you struggling to attract or retain more high-net-worth clients?
There is power in proactive, holistic planning that includes tax management strategies, especially because not every advisor or tax professional offers it.
Differentiate yourself to new or existing clients by helping them proactively maximize their income by minimizing their taxes.
Are you looking to streamline your sales process and increase your closing ratio?
Host Kalem Mackey, CFP®, BPC, Executive Vice President of C2P, will teach you how to improve your offerings and hone your skills by effectively creating a holistic planning experience you and your clients will love. This proven, repeatable planning methodology is known as The Bucket Plan® Best Interest Process.
There will come a time when you need to step away from your firm. The Advisor Career Path is a way to structure your business, so it will continue to prosper without you.
Whether it’s for an extended vacation, medical or family needs, or you’re just ready to retire—the Advisor Career Path will pave the way for you to delegate responsibilities through a seamless transition and put your mind at ease.
The IRS has finally issued its comprehensive final regulations for the SECURE Act, alongside proposed regulations for SECURE Act 2.0. Understanding these significant RMD changes is essential for advisors to effectively guide their clients.
Join America’s IRA Expert, Ed Slott, CPA, and award-winning advisor, Dave Alison, CFP®, EA, BPC, as they distill nearly 300 pages of new regulations into actionable advice, offering a well-rounded perspective on the latest regulatory changes and how to apply them effectively.
Are you trying to attract or retain more high-net-worth clients?
There is power in proactive, holistic planning that includes tax management strategies, especially because not every advisor or tax professional offers it.
Differentiate yourself to new or existing clients by helping them proactively maximize their income by minimizing their taxes.
There will come a time when you need to step away from your firm. The Advisor Career Path is a way to structure your business, so it will continue to prosper without you.
Whether it’s for an extended vacation, medical or family needs, or you’re just ready to retire—the Advisor Career Path will pave the way for you to delegate responsibilities through a seamless transition and put your mind at ease.
Taxes can be the single greatest retirement expense, and clients are looking for someone who know how to ease those stressors.
If you can strategically create a plan that helps maximize their income and minimize their taxes, you’ll provide more value as an advisor.
The result? Attracting wealthier clients, expanding your business, and better client retention.
Join Dave Alison, CFP®, EA, BPC, President & Founding Partner of C2P, and Founder & CEO of Alison Wealth Management, for a webinar that helps you expand your reach with tax planning.
Are you looking to streamline your sales process and increase your closing ratio?
You need a proven, replicable process that is also easy for your clients to understand!
In this webinar, you will be introduced to the concepts and tools within The BucketPlan® Best Interest Process to improve your offerings and hone your skills to effectively create a holistic planning experience for your clients.
There will come a time when you need to step away from your firm. The Advisor Career Path is a way to structure your business, so it will continue to prosper without you.
Whether it’s for an extended vacation, medical or family needs, or you’re just ready to retire—the Advisor Career Path will pave the way for you to delegate responsibilities through a seamless transition and put your mind at ease.
How do advisors monetize their wisdom, and why is it important to charge planning fees? The answers are easier than you think!
It can be confusing to know how, or why, to charge fees for your planning services. Especially if you don’t feel you’re offering something different to your clients, it can be hard to know why charging fees even matters.
This webinar will explain the value of providing your clients with a holistic planning process and differentiating yourself from other advisors in a way that makes it easier to charge for your services. The Bucket Plan® holistic planning process is a proven, step-by-step process that is easy to follow and easy to replicate, all while acting in the best interest of your clients and their financial futures.
Taxes can be the single greatest retirement expense, and clients are looking for someone who know how to ease those stressors.
If you can strategically create a plan that helps maximize their income and minimize their taxes, you’ll provide more value as an advisor.
The result? Attracting wealthier clients, expanding your business, and better client retention.
Join Dave Alison, CFP®, EA, BPC, President & Founding Partner of C2P, and Founder & CEO of Alison Wealth Management, for a webinar that helps you expand your reach with tax planning.
Are you looking to streamline your sales process and increase your closing ratio?
You need a proven, replicable process that is also easy for your clients to understand!
In this webinar, you will be introduced to the concepts and tools within The BucketPlan® Best Interest Process to improve your offerings and hone your skills to effectively create a holistic planning experience for your clients.
How do advisors monetize their wisdom, and why is it important to charge planning fees? The answers are easier than you think!
It can be confusing to know how, or why, to charge fees for your planning services. Especially if you don’t feel you’re offering something different to your clients, it can be hard to know why charging fees even matters.
This webinar will explain the value of providing your clients with a holistic planning process and differentiating yourself from other advisors in a way that makes it easier to charge for your services. The Bucket Plan® holistic planning process is a proven, step-by-step process that is easy to follow and easy to replicate, all while acting in the best interest of your clients and their financial futures.
You can’t rely on traditional tactics you’ve used in the past to win new business. It’s critical you establish an active presence online to reach and retain a new generation of prospects.
Learn what digital marketing tactics every financial advisor should be incorporating into their 2024 marketing plans — don’t let profitable business opportunities go to other advisors!
Are you looking to streamline your sales process and increase your closing ratio?
You need a proven, replicable process that is also easy for your clients to understand!
In this webinar, you will be introduced to the concepts and tools within The BucketPlan® Best Interest Process to improve your offerings and hone your skills to effectively create a holistic planning experience for your clients.
Taxes can be the single greatest retirement expense, and clients are looking for someone who know how to ease those stressors.
If you can strategically create a plan that helps maximize their income and minimize their taxes, you’ll provide more value as an advisor.
The result? Attracting wealthier clients, expanding your business, and better client retention.
Join Dave Alison, CFP®, EA, BPC, President & Founding Partner of C2P, and Founder & CEO of Alison Wealth Management, for a webinar that helps you expand your reach with tax planning.
There will come a time when you need to step away from your firm. The Advisor Career Path is a way to structure your business, so it will continue to prosper without you.
Whether it’s for an extended vacation, medical or family needs, or you’re just ready to retire—the Advisor Career Path will pave the way for you to delegate responsibilities through a seamless transition and put your mind at ease.
How do advisors monetize their wisdom, and why is it important to charge planning fees? The answers are easier than you think!
It can be confusing to know how, or why, to charge fees for your planning services. Especially if you don’t feel you’re offering something different to your clients, it can be hard to know why charging fees even matters.
This webinar will explain the value of providing your clients with a holistic planning process and differentiating yourself from other advisors in a way that makes it easier to charge for your services. The Bucket Plan® holistic planning process is a proven, step-by-step process that is easy to follow and easy to replicate, all while acting in the best interest of your clients and their financial futures.
One of the biggest challenges we see advisors have is connecting their sales and marketing processes. And when there’s a disconnect between the two, success can suffer.
To help you grasp the importance of collaboration between sales and marketing, watch as Matt and Kalem describe a fool-proof system from beginning to end: a marketing plan that attracts quality leads and a sales process that can boost your closing ratio.
Taxes can be the single greatest retirement expense, and clients are looking for someone who know how to ease those stressors.
If you can strategically create a plan that helps maximize their income and minimize their taxes, you’ll provide more value as an advisor.
The result? Attracting wealthier clients, expanding your business, and better client retention.
Join Dave Alison, CFP®, EA, BPC, President & Founding Partner of C2P, and Founder & CEO of Alison Wealth Management, for a webinar that helps you expand your reach with tax planning.
One of the biggest challenges we see advisors have is connecting their sales and marketing processes. And when there’s a disconnect between the two, success can suffer.
To help you grasp the importance of collaboration between sales and marketing, watch as Matt and Kalem describe a fool-proof system from beginning to end: a marketing plan that attracts quality leads and a sales process that can boost your closing ratio.
There will come a time when you need to step away from your firm. The Advisor Career Path is a way to structure your business, so it will continue to prosper without you.
Whether it’s for an extended vacation, medical or family needs, or you’re just ready to retire—the Advisor Career Path will pave the way for you to delegate responsibilities through a seamless transition and put your mind at ease.
Stop spending money chasing down new leads and realize the immense value that already resides in your client database.
Learn how to develop a dynamic process that attracts prospects to your funnel, converts them with engaging content, and delights them with excellent service.
How are you providing more value to your clients and differentiating your business?
In this webinar, industry leader Dave Alison, CFP®, EA, BPC │ President and Founding Partner of C2P, will help you understand the significant difference of managing pre-tax investments vs. post-tax investments. He will share with you how tax-sensitive portfolio construction can have a massive financial impact on your clients and your firm, in addition to providing specific solutions you can implement today to transform your business.
Are you looking to streamline your sales process and increase your closing ratio?
You need a proven, replicable process that is also easy for your clients to understand!
In this webinar, you will be introduced to the concepts and tools within The BucketPlan® Best Interest Process to improve your offerings and hone your skills to effectively create a holistic planning experience for your clients.
How are you maximizing your clients’ income and minimizing their taxes?
Taking advantage of the tax benefits of Roth conversions can save your client’s from owing the government more in taxes, putting money back into their retirement.
Learn about the 4 ways you can adjust your clients’ portfolios to lessen their tax bill.
Believe it or not, C2P’s #1 advisor for 5 years in a row started out as an intern making $10/hr.
In the last 5 years, he has brought in over $150M of net new AUA. How? With a proven process known as the Advisor Career Path.
The Advisor Career Path allows you to ATTRACT, RETAIN, and REWARD top talent.
This process can be easily replicated and scaled for your company to allow you to:
Are you having trouble differentiating yourself from other advisors and tax professionals?
It’s time to proactively uncover sales and planning opportunities that will differentiate you from your competition, grow your client pool, attract the $1M-$5M demographic, and allow you to charge larger planning fees.
We’ve compiled not only a deep understanding of the changes made by the SECURE Act 2.0, but also developed planning strategies to mitigate any pitfalls and leverage the new rules to boost client savings.
Dave gives you a clear and comprehensive overview of the SECURE Act 2.0, including powerful planning strategies for you to take advantage of.
Do you understand the order of money?
In this installment of the Win Business Through Tax Management Webinar Series, Dave covers the Order of Money, including how to take advantage of tax-free money during the accumulation and distribution phases of the Money Cycle.
Have you adapted your marketing to the new SEC rule change?
Before these new regulations, advisors weren’t allowed to utilize first-hand accounts from satisfied customers.
That’s all changed! Now advisors can use testimonials to maximize their marketing efforts.
But you still must maintain compliance with your testimonials, or you risk fines and lost clientele.
Learn more about the ins and outs of the new marketing capabilities.
Why should you include tax planning in your clients’ financial plans?
Simple. It’s a win/win.
When you incorporate tax planning into your clients’ portfolios, you not only maximize their wealth but also increase your own business’s revenue.
To simplify tax planning for your prospects and attract higher net-worth clients, you need to have the right tools at your disposal.
You’ll be introduced to two extremely effective visuals that will help you illustrate the power of tax management to new and existing clients.
It can be confusing to know how, or why, to charge fees for your planning services.
The goal of this webinar is to explain the value of providing your clients with a holistic planning process and differentiating yourself from other advisors in a way that makes it easier to charge for your services.
You’ll learn how to implement The Bucket Plan® holistic planning process process with your own clients and how to charge for the services you provide.
Do you know how to approach the sensitive topic of life insurance with your clients? Do you know all the tax benefits life insurance can provide?
Dave shares with you 3 tools that he uses to propose life insurance policies to clients and how to outline a holistic financial plan that will maximize your clients’ income, reduce their taxes and provide the life insurance polices that are right for then.
You understand tax planning strategies, but do your prospects and clients? Do you know how to educate them in a clear, concise manner so they will in return pay you planning fees?
By adding tax planning to your prospects’ and clients’ financial plans, you’ll maximize their wealth and increase your revenue.
Are you having trouble differentiating yourself from other advisors and tax professionals?
It’s time to proactively uncover sales and planning opportunities that will differentiate you from your competition, grow your client pool, attract the $1M-$5M demographic, and allow you to charge larger planning fees.
Tired of spending most of your time trying to grow your financial advisory practice?
Looking for more work-life balance, but it seems impossible if you aren’t the sole producer at your practice?
Watch as Jason shares how he spends just 1-3 hours a week at his practice while his team is on track to bring in $90M of new client assets this year.
How? By following four proven processes that you can replicate to build out your financial advisory practice.
Why isn’t your website bringing in more prospects?
Search Engine Optimization (SEO) is the method used to attract users to your website and content by ranking highly on search engines like Google, Bing, or Yahoo.
But it’s a race that never ends; it takes regular monitoring and updates to improve your rankings and stay ahead of the competition.
Matt Seitz, Chief Marketing Officer at C2P, shares SEO basics and simple ways to implement them.
Hear from two financial advisory practices that each brought in over $50 million in AUM in 2021.
How did they do it? With four proven tools that allow you to expose new sales opportunities, improve your closing ratio, enhance client relationships and client retention, and more. It’s time to gather assets and grow your business.
You have probably followed a 60/40 portfolio model to build your clients’ wealth, but recent declines in the market have caused bonds to underperform. So how do you keep your clients happy during this type of market volatility?
When bonds aren’t yielding the desired returns, you need a better approach and a simplified way to explain it to your clients. It’s time to consider a Fixed Income Annuity (FIA) as an alternative.
Are you ready to increase your closing ratio and bring on more assets?
Hear from financial advisor firms that, combined, closed over $14 million in business last year.
You’ll learn 3 proven ways to close more sales, how to explain asset allocation strategy to your clients in an easily understood manner, educate your clients on the sequence of returns risk, simplify the financial planning process for you and your clients, and more.
Are you struggling to find high-quality prospects? Do you have a sales process that allows your team to lighten your work load? What if we told you there’s a way to work with only the types of clients YOU want and let your team handle the work?
37-year industry veteran, Don Chamberlin, shares his secrets to achieving just that. Don has built a financial advisory firm that, even during the pandemic, experienced exponential growth, gathering $64 million in AUA in 2020.
Are you prepared to compete in an online environment to get more prospects and grow your business?
Learn how to identify and implement the right technology for your own comfort level, execute relevant content-marketing strategies right away, apply simple rules for conducting online appointments and simulate the kind of connection clients are used to having in person.
Cold calling and asking for referrals can be uncomfortable… but they aren’t your only options!
In a recent survey, prospecting was identified as the #1 challenge among current C2P advisors. Prospecting can be painful for a lot of reasons, but it doesn’t have to be. Advisors just need the right mindset and a new perspective on the value of prospecting. In fact, channeling pain points can be the first step in gaining the courage to prospect!
Learn more about what a best interest standard means for you, your duties as a financial advisor and how to prepare for this legislation with a proven, best-interest process that satisfies this standard and demonstrates how your recommendation is in your client’s best interest.
