Your priority as a financial advisor is forming relationships with clients and ensuring they can reach their unique wealth management goals. The most successful advisors don’t just do that well, they excel, and we help mold those advisors every day at C2P.
Hear from our Co-Founder and President, Dave Alison, CFP®, EA, BPC, on who we are at C2P and what we do for the advisors that work with us:
Simplify Your Planning, Increase Your Closing Ratio
Built around our best-selling book, The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement, we offer a holistic, proven process that simplifies financial planning for you and your clients. Through a combination of trainings, coaching, and templates you’ll be able to:
Differentiate Your Business Through Taxes
A comprehensive tax system can set your firm apart from other wealth management providers. That’s why we offer a three-pronged approach – tax planning, tax management, and tax preparation – to attract and retain high-net-worth clients.
In addition to our most popular training course, the Tax Management Journey®, we provide other tax-based education and tools that will help expedite your growth.
Build Your Business Your Way
Picture a day when your firm is profitable without your production. Whether you’re just starting out on this journey, or well on your way – we want to help you!
The Teamwork Movement, formerly The Advisor Career Path & Compensation Program, will help your firm continue running successfully and ease your mind regarding legacy and succession planning. It will help you attract, retain, and reward top talent so that you bring on the best people and adequately invest in them for the future of your business.
* Source: USA Today (“How do I find a financial advisor? These top firms can help with financial planning”)
** Source: U.S. News (“The Best Retirement Planning Books For 2023”)