Courses

Best Interest Algorithmic Annuity Screening Process

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Elevate your annuity selection process with this course on C2P’s algorithmic approach to reviewing and screening annuity products in the marketplace. You’ll learn how our rigorous process aligns with best interest standards, ensuring you can confidently recommend the right products for your clients’ financial goals. Explore the powerful tools available for advisors, designed to simplify […]

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The Connection Questionnaire

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The Connection Questionnaire is a powerful tool to help better connect with your clients and prospects and gather more information about them. This course provides a detailed explanation about the Questionnaire and best practices on how to use it with clients and prospects. Open the content by clicking on content link below ‘Course Content’. To

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The Attorney Advisor Alliance®

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Join forces with The Attorney Advisor Alliance and revolutionize the estate and financial planning process! By leveraging our partnership with The National Network of Estate Planning Attorneys, this unique program empowers you to unify your services, turbo-charge your referrals, and enhance your credibility in the marketplace. Experience the benefits of bridging the critical gap between

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The Tax Practice Builder®

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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

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The Tax Management Journey®

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Embark on The Tax Management Journey® and enhance your skills as a holistic advisor with this comprehensive introductory training. This 7-step process dives deep into crucial tax topics, equipping you with the knowledge to help clients navigate their financial landscapes effectively. You’ll explore strategies such as understanding the Order of $, measuring tax brackets, avoiding

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The Pyramid of Risk

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The Pyramid of Risk is a method to help educate clients on investment options, explain where investment options fall on a high-to-low risk scale, and shows where their current portfolio falls in comparison to the recommended high, medium, and low risk categories. Open the content by clicking on content link below ‘Course Content’. To access

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Seminar Content and Training

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Transform your marketing strategy with our Seminar Content and Training course, where you’ll discover how to host successful seminars that captivate and engage your audience. Learn the essential steps to execute impactful events while gaining access to our comprehensive seminar content resources that will streamline your planning process. This course will empower you with the

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Advanced Seminar Training

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Elevate your event hosting skills with our Advanced Seminar Training. This dynamic program features insights and advanced techniques from seminar experts like Dr. Kerry Johnson and Frank Maselli, equipping you with innovative practices to create even more impactful and successful events. You’ll learn how to captivate your audience, enhance engagement, and maximize attendance, ensuring that

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Next Level Marketing Plan

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Unlock the secrets to elevating your marketing efforts with our Next Level Marketing Plan course! This dynamic training will guide you through the intricacies of planning a successful revenue campaign, organizing impactful client events, and maximizing your networking potential. You’ll learn innovative strategies and actionable tactics designed to enhance your marketing initiatives, drive client engagement,

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