C2P Advisory Group

On-Demand Webinars

Check out some of our recent webinars, providing financial advisor best practices, proven processes, and marketing and prospecting ideas.

How to Win Business Through Tax Planning
June 7, 2021 | 60 minutes
Presenter: Dave Alison, CFP®, EA, BPC, Chief Operating Officer & Founding Partner | C2P Enterprises

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. Find out more by watching this webinar.

Click Here to Watch

Converting Tax Clients to Financial Clients
August 11,, 2021 | 60 minutes
Presenter: Dave Alison, CFP®, EA, BPC, Chief Operating Officer & Founding Partner | C2P Enterprises

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. Find out more by watching this webinar.

Click Here to Watch

Keys to Multiplying Your Success
July 14, 2021 | 45 minutes
Presenter: Don Chamberlin, CFEd®, CFF®, CFEI, President & CEO | The Chamberlin Group

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. Find out more by watching this webinar.

Click Here to Watch

Don’t Get Left Behind: Closing More Sales in a Virtual Environment
March 10, 2021 | 60 minutes
Presenter: Matt Seitz, EVP of Marketing | C2P Enterprises

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. Find out more by watching this webinar.

Click Here to Watch

Filling the Sales Funnel: 10 Prospecting Strategies to Fuel Your Growth
March 10, 2021 | 60 minutes
Presenter: Matt Seitz, EVP of Marketing | C2P Enterprises

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 Enterprises’ 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! Find out more by watching this webinar.

Click Here to Watch

 

A Best Interest is Coming: Are You Prepared?
February 24, 2021 | 30 minutes
Presenter: Kalem Mackey, CFP®, BPC, EVP of Advanced Planning | C2P Enterprises

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. Find out more by watching this webinar.

Click Here to Watch

 

Building a Self-Sustaining Business
February 17, 2021 | 30 minutes
Presenter: Jason L Smith, CEP®, BPC, Founder & CEO |C2P Enterprises

Is your business too reliant on you being the rainmaker? If something were to happen to you, would your business succeed without you?

We founded C2P Enterprises with this in mind. In fact, our founder, Jason L Smith, had a life-threatening event that led to the founding of The Bucket Plan Best Interest Process that helped him grow a self-sustaining business. Find out more by watching this webinar.

Click Here to Watch