It all started with a napkin drawing. C2P originated as a response to the flaws within the financial services industry. It’s the brainchild of an alliance of top-tier financial professionals from across the industry who decided it was time to make a difference.
After years of working with financial organizations with top-down approaches to doing business, our founders realized someone had to make a change. The “Here’s an idea — now go sell more products” approach mostly benefited the company. The financial advisor benefited second, but the client, who was simply sold a product, would always come last.
United by a vision to always do right by the client, our partners set out to turn this business model completely upside down. They wanted to equip other advisors with the knowledge, support and resources they need to provide comprehensive and value-driven planning.
Spoiler alert: They succeeded.
Today, C2P is the culmination of over a decade of dedication to creating and mastering the fundamentals:
These all help independent, client-driven financial advisors succeed and thrive. We’ve grown into a collection of leading independent financial services organizations renowned for innovation, advisor collaboration and client success. Our leadership team is genuinely invested in your growth as an advisor.
We’ve developed hands-on training resources and real-world sales tools to help holistic financial advisors reach their full potential.
To prosper, top advisors must bridge the demands of being both a powerful holistic advisor and a capable business owner. Each brand under C2P independently serves you on your journey to success.
When you combine the respective knowledge and resources, the results are endless.
