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The Tax Management Journey – INTRODUCTORY Training

Begin your journey with The Tax Management Journey® and unlock the foundational concepts essential to becoming a proficient advisor. This introductory course provides a high-level review of the key steps in the comprehensive program, offering insights into why and how tax management is crucial to preserving wealth. You will explore the cost of not knowing […]

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Plan Design Training

Unlock the secrets to efficient client reviews and tailor-made Bucket Plans with insights from DaveAlison, CFP®, EA, BPC, President and Founding Partner of C2P and Alison Wealth Management! In thisdynamic course, you’ll discover innovative strategies and specialized software that will revolutionizeyour planning process. Watch as Dave showcases how to seamlessly integrate powerful features likesocial security

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The Bucket Plan® 2.0 Holistic Planning Process OVERVIEW

This is the overview training for The Bucket Plan 2.0. Planning for a secure and prosperous future requires more today than any other time. With our unique approach, we provide personalized care, professional expertise, and active support to ensure your client’s dangers are eliminated and opportunities captured. The Bucket Plan® 2.0 Holistic Planning Process provides

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Right Fit Client Calls

Maximize your potential with Right Fit Client Calls and stop wasting time on clients who aren’t the right match for your practice! This powerful training will provide you with essential tools to identify and engage clients that align with your values and business objectives. Learn to streamline your communication and create meaningful connections that lead

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Advisor Compensation

Get all you need to understand how to compensate Financial Advisors you hire in this Financial Advisor Compensation training. Open the content by clicking on content link below ‘Course Content’. To access to this course contact your C2P Support Team, login or use request access.

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Advisor Career Path

Clarity and inspiration for the adoption of an advisor career path and related self-sustaining business is provided. As a result of taking this course, you will understand the benefits of career pathing for your business and describe how the ensemble practice leverages the talent on your team as well as developfinancial advisors in the backstage,

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