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.
Best Interest Algorithmic Annuity Screening Process Read More »
Create a new base of clients and integrate tax preparation and planning services into your financial advisory firm using this proven client acquisition 8-step process. Learn how to add a tax professional to your office, the art of transforming a tax client into a financial services client, and the like. Open the content by clicking
The Tax Practice Builder® Read More »
Stop wasting time with the wrong clients! Take this Financial Advisor training called Right Fit Client Call. 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.
Right Fit Client Calls Read More »
In-source expertise and capability with this powerful Medicare Supplement marketing program. With information from this module, you will learn how to hire and promote a skilled insurance agent onto your team and build a stream of leads for your financial advising practice quickly and easily. Open the content by clicking on content link below ‘Course
The 10K Boomers A Day Opportunity® Read More »
