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.
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...
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....
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...
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,...
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...
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....
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...
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...
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...
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...
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...
"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...
