Your priorities as a financial advisor are 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 Co-Founder and President Dave Alison, CFP®, EA, BPC. He explains who we are at C2P and what we do for the advisors who 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 training sessions, coaching and templates, you’ll be able to take key steps:
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 more tax-based education and tools that 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, helps your firm continue running successfully and eases your mind regarding legacy and succession planning. It helps you attract, retain and reward top talent. As a result, you bring on the best people and adequately invest in them for your business’s future.
