Ensure your clients’ legacies are protected with The Family Succession Plan®, a vital process that helps Financial Advisors build lasting relationships with clients’ spouses and beneficiaries during challenging times. Navigating the death claim process can be overwhelming, but this plan provides the insights and support needed to retain assets when one or both spouses pass […]
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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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Navigate the critical issue of Sequence of Returns Risk and its potential impact on your clients’ retirement plans with this informative course tailored for Financial Advisors and Planners. You’ll gain a solid understanding of this often-overlooked risk and learn effective tools to educate your clients on how to safeguard their investments against market volatility. Equip
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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
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Discover how The Bucket Plan 1.0 can enhance both client satisfaction and your advisory practice. In this course, you’ll learn the tools and concepts integral to the Best Interest Process, ensuring you’re equipped to make recommendations that truly serve your clients’ needs. We’ll guide you through when and how to apply each element, while also
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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
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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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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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Tix Marketing is a successful marketing program designed to drive prospect to your events and teach you how to increase your seminar attendance and conversion rate. It includes topics such as: Creating a Raffle Ticketing Program, Seminar Management, and Appointment Processing. Open the content by clicking on content link below ‘Course Content’. To access to
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
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