C2P Enterprises

Toxic positivity is more than just a social media buzzword—it’s a real danger to women’s health. As financial advisors, you help clients plan for a secure future. But what about your own well-being? Too often, women—especially high-achievers—dismiss real health concerns as stress or feel pressured to “stay positive” rather than advocate for themselves. ?? Watch this clip from The Rainmaker Multiplier On-Demand Podcast, where Rebecca Bloom,?author of When Women Get Sick exposes the harm of toxic positivity and how advisors can take control of their health. Then, listen to the full episode with Kirsten Schlumbohm, BPC as they discuss: ?? How advisory skills like planning & advocacy apply to personal healthcare ?? The health-wealth connection and why prioritizing your well-being matters for your business ?? How to build a personal “health org chart”—just like you do for clients’ financial teams ?? Tactical strategies for navigating the healthcare system & setting boundaries ?? Your health is your greatest asset. Manage it like one. ?? Listen to the full episode: https://c2pe.info/4iqLyNx ?? Watch & subscribe on YouTube: https://c2pe.info/4bGlSKk

Most advisors plan for retirement. Few optimize for taxes. What if you could help clients keep more of their hard-earned money by managing their biggest retirement expense—TAXES? Join Dave Alison, CFP?, EA, BPC President & Founding Partner of C2P, for an exclusive webinar where he’ll break down the strategies high-performing advisors use to: ?? Proactively measure and manage clients’ evolving tax brackets ?? Avoid costly marginal tax traps ?? Optimize asset location for tax efficiency ?? Implement advanced gifting strategies ?? Use the “Order of Money” to guide smarter withdrawal decisions Attract high-net-worth clients. Strengthen your value. Elevate your practice. ?? March 20 | Reserve your spot now: https://c2pe.info/3DLCELy

Financial advisors: Growth stalls when your business depends too much on you. What if you could: ?? Increase profitability without working longer hours? ?? Build a firm that thrives independently of you? ?? Scale efficiently for long-term success? In The Rainmaker Multiplier, Jason L Smith shares the proven strategies that helped him create a self-sustaining wealth management firm—so you can do the same. ?? Pre-order today: https://c2pe.info/4hKhLOx

Many advisors create financial plans. Few provide tax management strategies that truly optimize wealth. With taxes being a client’s greatest expense in retirement, having the expertise to proactively manage tax burdens sets you apart from the competition. Join Dave Alison, CFP?, EA, BPC President & Founding Partner of C2P, for a free webinar where he’ll cover: ? Measuring & managing dynamic tax brackets ? Avoiding marginal tax traps ? Allocating tax-sensitive assets ? Reviewing gifting strategies ? Understanding and explaining the “Order of Money” … and much more! ?? Gain the knowledge to attract and retain high-net-worth clients by offering next-level tax planning. ?? March 20 | Register now: https://c2pe.info/3XTC2dv

Only 20-25% of financial professionals are women—a number that hasn’t changed in decades. It’s time to shift that. On this special episode of The Rainmaker Multiplier On-Demand Podcast, Kirsten Schlumbohm, BPC sits down with industry leaders Lindsey Lewis, MBA, ChFC?, CFP? and Alanah Phillips, MBA to discuss: ? How mentorship accelerates career growth ? Why finding your professional community matters ? Practical ways to build meaningful relationships ? The impact of designations on earnings and client retention ? How male allies can play a key role in change ?? One key takeaway? When you show up as your authentic self, you attract the right people who will support, challenge, and grow with you. Your community is out there—be bold enough to find it. ?? Listen now: https://c2pe.info/3DBNB2c ?? Watch on YouTube: https://c2pe.info/3FCGkQ6 Let’s keep the conversation going! What’s been the biggest challenge or breakthrough in your career journey? Drop a comment below! ?? #WomenInFinance #MentorshipMatters #FinancialAdvisors #DiversityInFinance #WealthManagement #Leadership #ProfessionalGrowth #BeYourself

How well do you connect with clients? The right language can transform how they make decisions about their financial future. In the latest episode of The Bucket Plan? On-Demand Podcast, Dave Alison, CFP?, EA, BPC sits down with Greg Hammer, founder of Hammer Financial Group, to break down the art of client communication. Learn how to: ? Build trust using The Bucket Plan? framework ? Simplify complex financial concepts with relatable analogies ? Guide clients through change without overwhelming them ? Address key concerns like guaranteed income, taxes, and retirement lifestyle planning Don’t miss these real-world strategies that can help you enhance client relationships and grow your practice. ?? Listen now: https://c2pe.info/3XMmwQB ?? Watch & subscribe on YouTube: https://c2pe.info/4iJkBnX #ClientCommunication #FinancialAdvisors #SimplifyFinance #RetirementPlanning #FinancialConfidence #WealthManagement #AdvisorGrowth

We’re honored to be recognized as one of InvestmentNews' Best Places to Work for Financial Advisors in 2025! At C2P Enterprises, we believe that success starts with our people. That’s why we’re committed to fostering a culture of collaboration, flexibility, and continuous growth, empowering financial professionals to thrive. This recognition is a testament to the incredible team we have and the meaningful work we do to help advisors and their clients achieve financial confidence. Thank you to our team for making C2P a truly special place to work! ?? Read more: https://c2pe.info/41XdToP #BestPlacesToWork #FinancialAdvisors #C2PEnterprises #WeAreC2P

Success as an advisor isn’t just about managing clients—it’s about building a scalable, efficient, and profitable practice. ?? In The Rainmaker Multiplier, Jason L Smith, CEP?, BPC shares: ?? A step-by-step blueprint to grow your business ?? Strategies to increase profitability and efficiency ?? Tools to help you work on your business, not just in it Ready to take your practice to the next level? Pre-order now: https://c2pe.info/3FeD5yb

Most retirees will spend more on taxes than any other expense — yet too many advisors fail to showcase their tax expertise in today’s world, where high-net-worth clients expect more. In a new ThinkAdvisor article, Dave Alison, CFP?, EA, BPC—a Million Dollar Round Table (MDRT) member—answers a key question: How can advisors become indispensable by explaining critical tax strategies? Go further. Make it tangible. Build trust by being clear. When clients understand the why and how behind tax strategies, they gain confidence in their plan — and in YOU as their advisor. ?? Read the full article: https://c2pe.info/3Xxlnwa #FinancialAdvisors #TaxPlanning #WealthManagement #HNWClients #ThinkAdvisor #RetirementPlanning

Free Webinar: Tax Planning for Advisors Taxes can be your clients’ greatest expense in retirement—unless they have a tax-savvy advisor like you. Many advisors provide financial plans, but not all offer proactive tax management strategies that help clients keep more of their wealth. Join Dave Alison, CFP?, EA, BPC, for an exclusive webinar on how tax planning can help you attract and retain high-net-worth clients while boosting your revenue. ?? Measure and manage dynamic tax brackets ?? Mitigate marginal tax traps ?? Optimize tax-sensitive asset allocation ?? Review tax-efficient gifting strategies ?? Master the "Order of Money" framework for client conversations ?? Wednesday, March 20 | 1 PM ET ?? Register now: https://c2pe.info/3F5JU5k Don’t miss this opportunity to differentiate your firm and deliver more value to your clients! #TaxPlanning #FinancialAdvisors #WealthManagement #RetirementPlanning #C2P #TaxSmartAdvisors