Are you on target to meet your business objectives in 2023? Have you even set those goals yet? Our clients often report a steady influx of prospects but claim they struggle to convert more leads into their sales pipeline. Is this starting to sound familiar? You have held several meetings ...

How do you manage taxes during accumulation and distribution? There is an order to how your clients should amass wealth and withdrawal funds upon retirement to increase net after-tax cash flow. It’s essential to differentiate how you approach tax management, just as you diversify an asset portfolio. As Dave Alison, ...

Executive Vice President of Marketing at C2P Enterprises, Matt Seitz, was recently quoted in an article by Barron’s regarding the new SEC marketing rule which went into full effect November 4th, 2022. Over 3/4 of compliance staff at registered investment advisor firms said the new SEC marketing rule is the ...

Why should advisors be marketing to millennials? Because there are over 70 million American millennials, who make up about 30% of the entire population, that’s why. Also known as Gen Y, millennials were born between 1981 and 1996. They were given this name because their generation came of age during ...

"A Paraplanner can range from entry-level to experienced. They can be a W-2 employee or have their own Paraplanning business working with multiple advisors. They can be a part of a firm on a part-time or full-time basis, and they are typically back- or middle-office, with strong technical financial planning ...

Keep it Simple When Explaining Concepts to Clients The golden rule of an effective financial advisor communication strategy is to simplify the way you talk to clients and go into each meeting with a set purpose and intention. On an episode of the Bucket Plan On-Demand Podcast, Dave Alison and ...

Did you know that the 2010s is the only decade since the mid-1800s that didn’t have a recession? Recessions are part of the economic cycle we all experience. The key is learning how to recession-proof your client’s portfolios so that they don’t experience true financial hardships when the market takes ...

FOR IMMEDIATE RELEASE  CONTACT  AdvisorPR®  (702) 685-7450    C2P Enterprises Receives Three Accolades for Rapid Growth and Success Recent Accomplishments Include Financial Times Ranking, Financial Advisor Magazine’s RIA Ranking and Crain’s Cleveland Investment Adviser List  September 29, 2022 – Cleveland – C2P Enterprises, a holding company comprised of four distinct ...

Understanding the Reality of Marketing Automation for Financial Advisors Marketing Automation for financial advisors helps ensure that the right message goes to the right person at the right time. “Marketing automation for financial advisors is basically a technology that will help companies, marketing departments, organizations…whoever, to effectively market to their ...

How Can Asset-Based Long-Term Care Unburden Clients with Multiple Dependents at Various Ages? Asset-based long-term care (LTC) is a type of life insurance policy with tax-free long-term care benefits designed to protect the client as their age and health deteriorate in retirement. This lets the client cash in on their ...

Executive VP of Marketing at C2P Enterprises, and CMO at JL Smith, Matt Seitz, hosts this episode of the Rainmaker Multiplier On-Demand Podcast. He is joined by C2Pe’s Digital Marketing Manager, Nico Vonderau, and Marketing Manager at JL Smith, Suzanne Scheiman, to discuss the importance of marketing automation and technology ...

Positioning HSA Investment Strategy with The Bucket Plan There are many solutions for financial advisors to achieve profitable business lines using health savings accounts (HSA). Implementing an HSA investment strategy into the client’s retirement plan can help them in the future regardless of their medical needs. Since the client owns ...