C2P

Life Health Pro: “How to succeed as a multigenerational advisor”


As the managing partner of Allied Financial Consultants, LLP, John Gibbons has been helping clients protect their standard of living while developing strategies for wealth accumulation and retirement income for over 35 years, giving him the opportunity to advise the different generations of families. Read Full Article

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Investment News: “40 Under 40”


InvestmentNews introduces 40 top advisers and associated professionals in the financial planning industry under age 40. Read Full Article

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Life Health Pro: “100 best sales & marketing ideas: 31-40”


Customization is king in 2015. Read Full Article | Read Full Series of Articles

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Glassdoor: ” 5 Tips To Answer The Dreaded “Tell Me About Yourself” Interview Question”


If you’re going on a job interview, then it’s likely you are going to get the often dreaded “tell me about yourself” question thrown your way. Read Full Article

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Financial Advisor IQ: “You’re Not a Techie. How Do You Avoid Bad Technology?”


Few things infuriate people more than poorly designed technology. That’s clear to anybody who’s scoured a website for an hour, unable to find the one link she needs to get on with her day. Same goes for software that requires users to study Boolean logic. Read Full Article

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Clarity 2 Prosperity and Prosperity Capital Advisors Partners with Soles4Souls in a National Tax Season Fundraising Campaign


Financial Planning Organization Collecting Shoes to Help Fight Against Global Poverty

Cleveland, Ohio – February 25, 2015 – Clarity 2 Prosperity and Prosperity Capital Advisors, national financial planning organizations with offices throughout the country, has partnered with Soles4Souls, an international non-profit organization dedicated to fighting global poverty, for a national tax season fundraising campaign. [...]
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Life Health Pro: “34 ways to sell an annuity”


Annuities aren’t always an easy sell — the lack of overall awareness about how they work, along with media coverage of financial abuse and poor guidance, has created a tarnished reputation in the eyes of many consumers. Read Full Article

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Financial Advisor IQ: “To Coddle Your Clients, Coddle Your Team”


Three days before Christmas, advisor Randy Carver had a heart attack in his office. A sales assistant searched the Internet for the proper first response and administered aspirin to the 50-year-old founder of Carver Financial Services in Mentor, Ohio. Doctors say that might have saved his life. Read Full Article

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Financial Advisor IQ: “Tax Alpha Isn’t Just for the Superrich”


“Don’t let the tax tail wag the investment dog” is among the most ubiquitous warnings in wealth management. It also might be the most overhyped one. Read Full Article

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The Wall Street Journal: “Voices: Greg Hammer, on Offering Tax-Preparation Services”


Voices is an occasional column that allows wealth managers to address issues of interest to the advisory community. Read Full Article

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