For many investors, it’s hard not to follow the daily fluctuations of the stock market. But day-to-day volatility is a reminder that stocks are best considered a long-term investment. Part of the reason stocks have higher expected returns than bonds is uncertainty over shorter horizons. For example, the S&P ...
Email & More Marketing Must-Haves to Grow Your Business As a financial advisor, you probably know that effective communication with prospects and clients is essential to growing your business, but do you have a defined marketing strategy to guide your efforts? Many of the best marketing strategies for financial advisors ...
For financial advisors, maintaining strong client relationships and attracting new prospects are crucial for ongoing success. Even during slower seasons, engaging in creative events and activities can help maintain momentum for your practice throughout the year. In a recent episode of the Rainmaker Multiplier on Demand podcast, Grace Nicholson and ...
The steel city of Pittsburgh set the stage for C2P's 2024 Mastermind Collegium (MMC) where financial advisors from across the nation gathered to forge their practices into prosperous enterprises. Hosted at the iconic Omni William Penn Hotel from June 4-6, this year's event heated up with keynotes from industry heavyweights, ...
Advise your clients on 529 plans and more tax-efficient strategies with powerful insights from a recent episode of "The Bucket Plan® On-Demand" podcast. In this episode, Seth Meisler, CFA, CFP®, CPA, and Stoyan Petev, CFA, CFP®, CLU, ChFc, discuss the tax advantages and flexibility of 529 plans to pay for ...
As the financial landscape continues to evolve, firms must navigate the challenges in financial services, including the constant struggle to attract and retain top talent. With the job market becoming increasingly competitive, having a practice management system in place is crucial for developing advisors you can trust with your legacy, ...
A Guide for Financial Advisors In today's complex financial landscape with so many variables, assumptions, and unknowns, it’s easy to overwhelm your clients with how you prepare and present your recommendations. This is where The Bucket Plan® comes into play, offering a straightforward approach to financial planning that’s easy to ...
In an era where technology and consumer behavior evolve rapidly, financial advisors must continuously adapt their marketing strategies to stay ahead. The Rainmaker Multiplier On-Demand podcast is one source to rely on. From leveraging artificial intelligence to understanding the intricacies of the customer journey, this series regularly offers a wealth ...
Many misconceptions surround life insurance — by clients, financial advisors, and agents alike. Financial advisors can help communicate the versatility of life insurance to their clients and help them understand there's more value to this protection than just a death benefit. In a recent episode of The Bucket Plan On-Demand podcast, ...
Inaugural ranking highlights dynamic advisors across the country who excel at serving clients with transparency, education, and personalization CLEVELAND, Feb. 1, 2024 /PRNewswire/ -- 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, and Bryan Bibbo, ...
The favorable tax changes from the 2017 Tax Cuts and Jobs Act (TCJA) will 'sunset' or expire by the end of next year. Financial advisors and tax professionals should prepare clients for the effects of this act ending to prevent surprises in January 2026. Understanding the Tax Expiration of 2026 ...
Recognized for bringing impactful solutions to financial advisors, firm's president & founding partner continues transforming the industry through thought leadership and education. CLEVELAND, Ohio, Dec. 14, 2023 – C2P, an organization designed to simplify financial planning for advisors and the clients they serve, is pleased to announce that the company's ...
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