Award highlights Seitz’s leadership in digital marketing, brand strategy, and content-driven growth in financial services Cleveland, Ohio – February 19, 2025 – C2P, an RIA-grounded organization whose core purpose is to educate, train, grow, and support holistic financial advisors so families can achieve true prosperity, proudly announces that Matt Seitz, ...

Inaugural ranking highlights standouts who elevate their work, their reputations, and their industry with their dedication and knowledge CLEVELAND, Ohio, April 25, 2024 – C2P, an organization designed to simplify financial planning for advisors and the clients they serve, proudly announces Dave Alison, CFP®, EA, BPC, President and Founding Partner at C2P ...

While Life Insurance Awareness Month (September), may be ending, that doesn’t mean this sometimes misunderstood financial planning resource is any less important. In fact, this multifaceted financial tool can offer security, peace of mind, and a legacy for your clients and their loved ones, not just a death benefit. Since ...

With newly updated content for 2023, the highly anticipated audiobook became an Amazon instant best-seller during pre-order CLEVELAND, Ohio, September 28, 2023 – Jason L Smith, a nationally recognized speaker, financial planner, author, coach, and entrepreneur, announces the release of the new audiobook version of his best-selling book “The Bucket Plan: Protecting ...

Accomplished firm C2P and its model office JL Smith celebrate well-deserved recognition as a great place for top talent to work.  CLEVELAND, Ohio, September 1, 2023 — C2P, a holistic financial services company that aims to simplify financial planning for advisors and the clients they serve, has been recognized as ...

Why Emotional Intelligence Matters in Financial Advising In the world of financial planning services, numbers and strategies often take the spotlight. However, advisors sometimes overlook an essential element to a thriving practice—finance and emotions. The ability to connect on an emotional level can be just as important as technical expertise ...

Recognized for bringing impactful solutions to financial advisors, C2P and its leaders continue to transform the industry through thought leadership and education  Cleveland – July 25, 2023 – C2P Enterprises (C2P), a collective of brands designed to simplify financial planning for advisors and the clients they serve, is pleased to ...