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Resources
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Guide
Wednesday, January 8, 2025 C2PSimplify Financial Planning for Your Clients
This guide is created around The Bucket Plan®, an established process to walk your clients through, which can make building a financial plan straightforward yet comprehensive. -
Guide
Wednesday, January 8, 2025 C2P11 Digital Marketing Tips to Drive Business in 2025
Get the processes and procedures you need to adapt, attract, and retain younger clients. Supercharge Your Financial Advisory Business with these Marketing Tips! -
eBook
Thursday, April 11, 2024 C2PAdvisor Career Path & Compensation Models
Transform your practice with a team-centric approach and structure you can rely on to run your business with or without you.
About C2P
We educate, train, grow & support holistic financial advisors so that families can achieve prosperity.
Ahenson@c2penterprises.com
(888) 240-1923
30400 Detroit Road Suite 201, Westlake, OH 44145
