Blog
Timely Insights from Advisors in the Field
The Prosperity Capital Advisors blog is where our advisors, specialists, and leadership share what they’re seeing, thinking, and doing inside real advisory practices.
From tax planning strategies and practice management insights to industry updates and holistic planning frameworks, every post is written by practitioners with skin in the game.
Many misconceptions surround life insurance — by clients, financial advisors, and agents alike. Financial advisors can help communicate the versatility of life insurance to their...
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...
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...
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....
The U.S. Department of Labor (DOL) recently proposed a new fiduciary rule on October 31,2023 that attempts to redefine the criteria used to identify fiduciary...
Scaling up and securing your practice’s future begins with clear career paths and compensation models The financial services industry has changed a lot in the...
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...
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...
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,...
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...
Recognized for bringing impactful solutions to financial advisors, C2P and its leaders continue to transform the industry through thought leadership and education Cleveland – July...
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...
