C2P
We educate, train, grow & support holistic financial advisors so that families can achieve prosperity.
Resources from C2P
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Thursday, April 11, 2024 C2PAdvisor Career Path & Compensation Models
Transform your practice with a team-centric approach and structure you can rely on to run your business with or without you.
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Monday, March 11, 2024 C2PWin Business Through Tax Management
Join Dave Alison, CFP®, EA, BPC, President & Founding Partner of C2P, and Founder & CEO of Alison Wealth Management, for a webinar that helps you expand your reach with tax planning.
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Thursday, February 8, 2024 C2PHow to Increase Your Competitive Advantage with Tax Planning
If you diversify your client portfolios across equities, bonds, and alternative investments, shouldn’t you also diversify their tax plan? Stand out from the competition, get the knowledge base to charge larger planning fees, and more with this eBook!
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Tuesday, November 21, 2023 C2P11 Digital Marketing Tips to Drive Business in 2024
Get the processes and procedures you need to adapt, attract, and retain younger clients.