C2P

Protect Your Clients from Market Volatility


As a financial advisor, one of your primary and most important functions is to counsel your clients on staying the course with the investments that are best suited to their long-term financial goals.  But how can you be sure that your client will be comfortable with and accept your recommendations?  Will they be able to [...]
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The Asset Sheet Questionnaire: Bringing Clarity to Your Client’s Prosperity


Helping clients gain clarity to their financial health is what gets most financial advisors out of bed in the morning. The more you teach your clients to understand their finances, the more likely it is that they will come to you to continue growing their portfolio – which also means more “prosperity” for you. People [...]
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Double Your Retirement Planning Closing Ratio With One Powerful Tool


Individuals seek out financial guidance when they have major life changing events. Expecting a child, buying a dream home, funding a college education, and – the most substantial of all – preparing to retire.

The retirement planning market is enormous, with over 10,000 baby boomers turning 65 every single day. While the opportunity is large, [...]
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Renting versus Owning a Tax Practice to Grow Your Financial Services Business


A proven way to grow your existing financial services business is to add a tax practice. Preparing taxes and providing tax advice is probably the biggest opportunity that financial planners have today. In most cases, clients regard taxes as their largest expense, and they are uncertain about the financial landscape and the best way to [...]
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Multiply Your Time by Successfully Transitioning Client Relationships to an Associate Advisor


You’ve been building your book of business as a financial advisor, carefully adding more clients and watching your revenue grow. And then it happens – you realize there just aren’t enough hours in the day to not only maintain your current client base but continue to grow it.

What do you do now?

Normally the [...]
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