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 3 Uniques:

The Bucket Plan®

The Tax Trilogy

The Teamwork Movement

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:

  • 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. 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.

At C2P, we offer:

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

Awards & Accolades for C2P

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!