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On-Demand Webinars

Win Business Through Tax Management

60 minutes
Presenter: Dave Alison, CFP®, EA, BPC
President | Founding Partner
C2P

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.

Convert More Prospects with a Simplified, Scalable Approach

30 minutes
Presenter: Kalem Mackey, CFP®, BPC
EVP of Insurance Distribution
C2P

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 You Can Turn a $10/hr Intern into a $41M Rainmaker for Your Business

30 minutes
Presenter: Jason L Smith, CEP®, BPC
Founder | CEO
C2P

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.

Why Is It Important to Charge Planning Fees?

45 minutes
Presenter: Dave Alison, CFP®, EA, BPC
President | Founding Partner
C2P

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.

Win Business Through Tax Management

60 minutes
Presenter: Dave Alison, CFP®, EA, BPC
President | Founding Partner
C2P

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.

Convert More Prospects with a Simplified, Scalable Approach

30 minutes
Presenter: Kalem Mackey, CFP®, BPC
EVP of Insurance Distribution
C2P

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.

Why Is It Important to Charge Planning Fees?

45 minutes
Presenter: Dave Alison, CFP®, EA, BPC
President | Founding Partner
C2P

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.

11 Digital Marketing Tips to Drive Business

30 minutes
Presenter: Matt Seitz
Chief Marketing Officer | Partner
C2P

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!

Convert More Prospects with a Simplified, Scalable Approach

30 minutes
Presenter: Kalem Mackey, CFP®, BPC
EVP of Insurance Distribution
C2P

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.

Win Business Through Tax Management

60 minutes
Presenter: Dave Alison, CFP®, EA, BPC
President | Founding Partner
C2P

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.

How You Can Turn a $10/hr Intern into a $51M Rainmaker for Your Business

30 minutes
Presenter: Jason L Smith, CEP®, BPC
Founder | CEO
C2P

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.

Why Is It Important to Charge Planning Fees?

60 minutes
Presenter: Dave Alison, CFP®, EA, BPC
President | Founding Partner
C2P

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.

The Dynamic Duo: The Importance of Sales & Marketing Integration

45 minutes
Presenters:
Matt Seitz
Chief Marketing Officer | Partner
Kalem Mackey, CFP®, BPC
EVP of Insurance Distribution | Partner
C2P

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.

Win Business Through Tax Management

60 minutes
Presenter: Dave Alison, CFP®, EA, BPC
President | Founding Partner
C2P

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.

The Dynamic Duo: The Importance of Sales & Marketing Integration

45 minutes
Presenters:
Matt Seitz
Chief Marketing Officer | Partner
Kalem Mackey, CFP®, BPC
EVP of Insurance Distribution | Partner
C2P

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.

Building a Self-Sustaining Business

30 minutes
Presenter: Jason L Smith, CEP®, BPC
Founder | CEO
C2P

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 on New Leads!

60 minutes
Presenter: Matt Seitz 
Chief Marketing Officer
C2P

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.

Win Business Through Tax Management Webinar Series: Understanding Tax Management of Post-Tax Accounts

60 minutes
Presenter: Dave Alison, CFP®, EA, BPC
President | Founding Partner
C2P

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.

Convert More Prospects with a Simplified, Scalable Approach

30 minutes
Presenter: Kalem Mackey, CFP®, BPC
EVP of Insurance Distribution
C2P

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.

Win Business Through Tax Management Webinar Series: Roth Conversions

45 minutes
Presenter: Dave Alison, CFP®, EA, BPC
President | Founding Partner
C2P

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.

How You Can Turn a $10/hr Intern into a $51M Rainmaker for Your Business

30 minutes
Presenter: Jason L Smith, CEP®, BPC
Founder | CEO
C2P

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 ATTRACTRETAIN, and REWARD top talent.

This process can be easily replicated and scaled for your company to allow you to:

  • Focus more on your business owner role
  • Take time off without fear or stress
  • Gain peace of mind for your succession plan

Converting Tax Clients to Financial Clients

60 minutes
Presenter: Dave Alison, CFP®, EA, BPC
President | Founding Partner
C2P

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.

What to Know About SECURE Act 2.0

60 minutes
Presenter: Dave Alison, CFP®, EA, BPC
President | Founding Partner
C2P

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.

Win Business Through Tax Management Webinar Series: Understanding the Order of Money

30 minutes
Presenter: Dave Alison, CFP®, EA, BPC
President | Founding Partner
C2P

Do you understand the order of money?

When your clients are accumulating and building wealth, there’s an order to how they should save that money between different account types.

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.

SEC New Marketing Rule - Client Endorsements

30 minutes
Presenter: Ryan Warner, CFP®

Chief Compliance Officer
C2P

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. 

Win Business Through Tax Management Webinar Series: The Fundamentals

30 minutes
Presenter: Dave Alison, CFP®, EA, BPC
President | Founding Partner
C2P

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.

Why Is It Important to Charge Planning Fees?

60 minutes
Presenter: Dave Alison, CFP®, EA, BPC
President | Founding Partner
C2P

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.

Win Business Through Tax Management Webinar Series: Life Insurance Strategies

30 minutes
Presenter: Dave Alison, CFP®, EA, BPC
President | Founding Partner
C2P

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.

How to Win Business Through Tax Planning

60 minutes
Presenter: Dave Alison, CFP®, EA, BPC
President | Founding Partner
C2P

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.

Converting Tax Clients to Financial Clients

60 minutes
Presenter: Dave Alison, CFP®, EA, BPC
President | Founding Partner
C2P

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.

4 Essentials to Put Your Financial Advisory Practice on Autopilot

45 minutes
Presenter: Jason L Smith, CEP®, BPC
Founder | CEO
C2P

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.

Help Prospects Find Your Financial Practice Faster

60 minutes
Presenter: Matt Seitz 
EVP of Marketing
C2P

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.

4 Tools for Closing More Business

45 minutes
Presenter: Jason L Smith, CEP®, BPC
Founder | CEO
C2P

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.

Why FIAs are Hot Now & How to Position Them to Your Clients

45 minutes
Presenter: Dave Alison, CFP®, EA, BPC
President | Founding Partner
C2P

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.

3 Proven Ways to Convert More Prospects

45 minutes
Presenters: Kalem Mackey, CFP®, BPC
EVP of Insurance Distribution
C2P

Lisa Chenet, CFF® BPC
Vice President, Operations
CLP Financial Group Inc.

Glen Pier, CFF® BPC
Founder
Infinity Wealth Management

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.

Keys to Multiplying Your Success

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.

Don't Get Left Behind: Closing More Sales in a Virtual Environment

60 minutes
Presenter: Matt Seitz 
EVP of Marketing
C2P

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.

Filling the Sales Funnel: 10 Prospecting Strategies to Fuel Your Growth

60 minutes
Presenter: Matt Seitz 
EVP of Marketing
C2P

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!

A Best Interest is Coming: Are You Prepared?

30 minutes
Presenter: Kalem Mackey, CFP®, BPC
EVP of Insurance Distribution
C2P

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.