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Three Uniques

Our 3 Unique Offerings

C2P — Here to help you and your clients achieve prosperity

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.

Support that Goes Above & Beyond

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:

Our Three Uniques:

The Bucket Plan

The Tax Trilogy

Advisor Career Path & Compensation

Simplify Your Planning Process & Increase Your Closing Ratio

Built around our award-winning book, The Bucket Plan®, 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:

  • Create a simplified holistic plan
  • Increase your closing ratio
  • Scale and duplicate your process

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. When you have an advisor that you’ve trained, developed, and mentored, say, “thank you for changing my life.” Whether you’re just starting out on this journey, or well on your way – we want to help you!

The Advisor Career Path & Compensation Training 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.

At C2P, we offer:

  • Turnkey processes for converting prospects to clients
  • Clear, focused, and trackable marketing strategies
  • An investment platform that includes some of the world’s largest institutional asset managers, like Blackrock, Vanguard, and Dimensional Fund Advisors
  • A network of industry experts to support you
  • Training and resources to help you grow your skillset and nurture top talent

Awards & Accolades

C2P Awards & Accolades
The Bucket Plan® book accolades
­­Learn how C2P can help you grow and differentiate your business — Reach out to talk with us!