Welcome to C2PCentral.com—an exclusive communications resource from Clarity 2 Prosperity and Prosperity Capital Advisors. As a member of our Mastermind Group, this tool has been created to put all of our communications in one convenient location, right at your fingertips. Be sure to check back regularly and bookmark this page as your go-to spot to access our news, updates and latest resources available to you!
With the recent surge in the 10-year treasury note, we are starting to see carriers increase caps and rates for the better! As of December 6th, Allianz will increase their caps and rates while decreasing spreads.
With only a few weeks left till our next Mastermind Collegium, we are excited to share a closer look at the marketing program that enabled Mastermind member, Leonard Parson, to cut his marketing costs by 60%! Instead of relying on cold leads from the mail houses, learn the details of how he is able to average 75-100 warm leads per month from this exclusive event marketing system.
Watch the Break Out Session below for a sneak peek of what is to come at the December Mastermind Collegium!
Since this debut at our June event, Clarity 2 Prosperity has partnered with Leonard to further refine and package this Low-Cost Event Marketing and Promotion process for you to implement into your practice!
Don’t Miss the Mastermind Collegium in Las Vegas December 8-9!
8 a.m. – Noon, Thursday, December 8 – Tax Practice Builder Pre-Session
The PCA Investment Committee regularly reviews and conducts research on the PCA Model Portfolios. In normal course, these efforts may lead to occasional changes to the asset allocation. As such, please be advised that we will be making asset allocation changes to our Pre-Tax and Post-Tax Portfolios. No changes will be made to our Global Allocation Portfolios at this time. Changes will begin taking place Monday, October 31, 2016 for new accounts and will continue through the week of November 14th for current accounts. Importantly, changes do not indicate any deviation from the existing investment philosophy and are consistent with direction provided by Dimensional Funds and research diligence conducted by the Investment Committee over the past 2 quarters. The changes are as follows:
The Committee has concluded that the equity allocations in the Pre-Tax Portfolios were well represented, diversified, and in line with allocations of other firms using Dimensional Funds (DFA). Regarding our fixed income allocations in the Pre-Tax Portfolios, the Committee concluded that it would add the Investment Grade Portfolio fund in conjunction with building a core approach to the fixed income allocations similar to our approach on the equity side. Specifically, the changes to the Pre-Tax Portfolios are as follows:
Increase the allocation to Dimensional Two-Year Global Fixed Income (DFGFX) and Dimensional Five-Year Global Fixed Income (DFGBX)
Eliminate Short-Term Extended Quality (DFEQX) and Intermediate-Term Extended Quality (DFTEX)
On the equity side, the Committee decided to slightly reduce exposure to small cap equity and international value and enhance alignment between the Pre-Tax and Post-Tax Portfolios. Specifically, the changes to the Post-Tax Portfolios are as follows:
Reduce the number of domestic equity funds from 3 to 2
Add Tax Managed Equity Portfolio (DTMEX)
Increase the allocation to TA Core Equity 2 Portfolio (DFTCX)
Eliminate Tax-Managed US Small Cap (DFTSX) and Tax-Managed Marketwide Value (DTMMX)
Reduce the number of International Funds from 2 to 1
Increase the allocation to TA World ex US Core Equity Portfolio (DFTWX)
Eliminate Tax Managed International Value Fund (DFTMIX)
Adjust the fixed income allocations in order to keep the overall structure as closely aligned with the Pre-Tax model allocations per our review with analysts at Dimensional
Thank you for your cooperation and efforts in this process.
We are also excited to recognize those who have qualified for our upcoming Advisor Connection trip to Costa Rica! Thirty four advisors met the requirement of over 250,000 CPCs between September 1, 2015 – September 30, 2016.
Great job by all and we look forward to seeing you in Guanacaste in January!
One of the unique benefits of being a part of our Mastermind Group is the collaboration with fellow successful advisors dedicated to holistic financial planning. This week we share a spotlight of top advisor John Gibbons, CLU®, ChFC®, managing partner of Allied Financial Consultants, LLP, as he provides an exclusive inside look at his key strategies for explaining wealth accumulation and retirement income planning to clients and prospects.
In his presentation, John shares how he helps clients find their “true north” during his appointment process, including his take on key C2P tools and processes:
The Bucket Plan®
Explaining sequence of returns,
A unique twist on explaining the preservation phase of the money cycle
Have you ever wondered how your fellow C2P Mastermind advisors successfully implement C2P’s tools and processes in their own practices? Or maybe you’ve asked if your peers are doing something unique that you should try too? Here is a recap of new ideas and strategies for enhancing your business. Watch the video below for the top two ideas from each breakout session at our last Collegium event. Learn 10 actionable tips, including:
How to fill seminars and convert attendees to appointments;