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Resources
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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. -
On-Demand Webinar
Monday, March 11, 2024 C2PWin Business Through Tax Management
Join Dave Alison, CFP®, EA, BPC, President & Founding Partner of C2P, and Founder & CEO of Alison Wealth Management, for a webinar that helps you expand your reach with tax planning. -
eBook
Thursday, February 8, 2024 C2PHow to Increase Your Competitive Advantage with Tax Planning
If you diversify your client portfolios across equities, bonds, and alternative investments, shouldn’t you also diversify their tax plan? Stand out from the competition, get the knowledge base to charge larger planning fees, and more with this eBook!
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
