Practice Management Call Series
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.
Practice Management Call Series Read More »
operations
The Tax Practice Builder®
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 »
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
Right Fit Client Calls Read More »
Building Position Contracts
The need for a team to have structure, accountability, organization, and empowerment is critical. Information learned and resources provided in this module will provide your entire team with a complete understanding and documentation of all functions, roles, and responsibilities necessary to effectively and efficiently run the business. Open the content by clicking on content link
Building Position Contracts Read More »
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.
Advisor Compensation Read More »
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,
Advisor Career Path Read More »
Right Fit Advisor®
The Right Fit Advisor® course provides a deep dive into the process of hiring, onboarding and training the right associate advisor(s) for your practice. Topics covered include: how to post create and post job ads, how to identify the right type of advisor for your firm, onboarding and training best practices. A wealth of supporting
Right Fit Advisor® Read More »
Your Personal Best Practice
Explore concepts with top advisor, Mary Sterk’s marketing processes and how you can implement many of the programs to help you and your practice be Your Personal Best! 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.
Your Personal Best Practice Read More »
The Hiring Advantage
Looking to sharpen your hiring skills and find the perfect support staff for your financial services practice? Welcome to The Hiring Advantage! In this course, you’ll discover three straightforward steps to elevate your hiring process. You’ll learn to define the role, create an irresistible ad, and post it in the best places. Master resume reviews,
The Hiring Advantage Read More »
The Teamwork Movement
The Teamwork Movement Practice Management Program assembles critical information entrepreneurs need to successfully build and maintain a thriving firm. Designed to help you hire the right people, set expectations for each team member and position, onboard, train, and retain top talent with a clear path for professional growth and a robust compensation philosophy, The Teamwork
The Teamwork Movement Read More »