June 16-18, 2025 The 2025 Mastermind Collegium found its way to Minneapolis this June, and what a journey it turned out to be. Financial advisors from across the country gathered at Allianz Life headquarters for three days of learning, networking, and charting new courses for their practices. With the "North ...

Prosperity Capital Advisors Also Recognized as One of the Largest Wealth Management Firms in Northeast Ohio by Crain’s Cleveland Business CLEVELAND, OH – May 20, 2025 — C2P, a financial planning and advisor support organization committed to providing holistic, fiduciary-based advice, has been named one of InvestmentNews’ 2025 Best Places ...

Comprehensive Practice Guide & Exclusive Toolkit for Financial Advisors Teaches How to Duplicate & Scale Business with Proven Process hit #1 New Release in Wealth Management on Amazon Cleveland – April 22, 2025 –The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business, by Jason L Smith CEP®, ...

This guide outlines key considerations, common obstacles and options for financial advisors transitioning from a broker-dealer to a registered investment advisor (RIA) model. We're here to help you find your way at C2P. What Should Financial Advisors Know About Transitioning From a Broker-Dealer to an RIA? Transitioning from a broker-dealer ...

Women face particular challenges when it comes to navigating the world of financial planning and investing with confidence, whether caused by behaviors more common to them or the way the wealth management industry has historically perceived them. However, with women poised to be on the receiving end of a massive ...

Asset allocation is a crucial concept for financial advisors to communicate effectively. When clients clearly understand their investment strategy, they feel more confident and engaged in their financial planning. However, taking the somewhat broad topic of asset allocation and attempting to explain it to those not as well versed in ...

The June 2023 Mastermind Collegium, or MMC, has come and gone, marked by a talented group of speakers and guests that descended upon Cleveland, Ohio. The venue was the gorgeous Hilton Cleveland Downtown that showcased views of C2P’s home city to all the financial advisors and their teams who attended. ...

CLEVELAND, Ohio — We are proud to share that our own Dave Alison, President and Co-founder of C2P, was named one of the financial industry’s top up-and-comers under the age of 40 by InvestmentNews. Based on his remarkable accomplishments, contributions, leadership, and promise in financial services — the four criteria ...

Phil M Jones has spoken in nearly 60 countries and worked with over 800 organizations. His podcast, Words with Friends, is in its fourth season, and he’s the bestselling author of Exactly What to Say and Exactly How to Sell, with over 1 million books sold. Phil has crafted a ...

FOR IMMEDIATE RELEASE CONTACT AdvisorPR® (702) 685-7450 C2P Enterprises Launches ‘A Woman’s Clarity’ Program, Invites Advisors to Special International Women’s Day Event New program helps financial professionals engage female advisors, clients, and prospects through ongoing thought leadership and networking and a newly launched podcast series. Cleveland – March 2, 2023 ...

What is Strategic Asset Allocation? The bucketing approach to strategic asset allocation began with a Harry Markowitz paper in the Journal of Finance in 1952. It outlined how investors could allocate assets for the highest return with a given level of risk. This would later earn Markowitz a Nobel Memorial ...

The cash flow analysis is a bottom-up budgeting methodology that cuts through the clutter associated with the traditional budgeting process. It gets to the critical numbers you need to get started. Nobody enjoys sitting down to put together an entire budget; they're often inaccurate and time-consuming, providing little value to ...