C2P

7 Ways a Mastermind Group Can Grow Your Advisory Business

Published April 15th, 2019 in Blog |

A Mastermind Group can be a powerful tool to help you network, learn, grow and create opportunities within your financial business.

Uncover the solutions by viewing our infographic and for a complete overview download the whitepaper below.

7 Ways The Right Mastermind Group Can Dramatically Boost Your Advisory Business

Delve into the seven ways by downloading the whitepaper below.

Dave Alison

Dave Alison is an accomplished industry visionary, entrepreneur and investment advisor. Dave is the Founding Partner & EVP of C2P Enterprises in addition to the Founder & President of Alison Wealth Management.

To validate his commitment to furthering his education and competency in the advice he provides, Dave has earned the CERTIFIED FINANCIAL PLANNER™ designation, Enrolled Agent and Certified Financial Fiduciary® designation.

He has served as a mentor and trainer to hundreds of financial planners, CPAs and estate planning attorneys as well as a frequent speaker at industry conferences through the United States.

He is regularly called upon as a public speaker and by the media to share his knowledge on holistic financial planning, including Bloomberg, MarketWatch, Forbes Investor’s Business Daily, US News and World Report, Financial Planning Magazine and more.