Thank you for attending our recent webinar with Ed Slott! As a longtime strategic partner of America's IRA Expert, we value the technical tax knowledge Ed provides—it's essential for any advisor seeking excellence. But technical expertise alone isn't enough to build an elite practice.
The truly elite advisor needs both: Ed Slott's technical tax mastery and C2P's implementation frameworks to transform that knowledge into business growth.
Ask yourself, are you equipped to:
✓ Implement these strategies in a systematic, repeatable way?
✓ Communicate complex concepts so clients immediately understand their value?
✓ Build a business that can operate profitably even when you step away?
Join us for an exclusive 30-minute demonstration, where we'll show you our 3 Unique’s – the proprietary frameworks that have helped many advisors across the country build thriving, sustainable practices.
What Makes This Webinar Unique
We'll give you an exclusive look inside our proprietary systems that successful advisors use every day, including:
- The actual tools high-growth advisors use daily
- Real implementation examples from successful advisors
- Practical strategies you can apply immediately in your practice
You’re also welcome to ask questions throughout the presentation via that chat.
Ed Slott’s tax training and expertise + C2P’s 3 Unique’s will help you become a truly elite advisor — register now to start your transformation.
C2P's 3 Unique Growth Frameworks
Explore the many solutions and opportunities each of our powerful systems can provide:
Do your clients struggle to understand complex financial strategies and worry about market volatility?
- The Bucket Plan®, our financial planning process organizes assets into Now, Soon, and Later buckets, protecting essential funds while creating opportunities for growth. The result: clients gain immediate clarity and confidence in their financial future.
90% of wealthy clients demand proactive tax management, but most advisors don't deliver it effectively. Do you?
- The Tax Management Journey® — our seven-checkpoint system can help you attract and convert high-net-worth prospects by identifying gaps in their tax strategy and demonstrating clear solutions—creating a powerful differentiator for your practice.
Does building a business that can thrive without your constant presence seem impossible?
- The Teamwork Movement — our structured practice management program helps you develop talented advisors and create operational efficiencies that improve client experience, increase profitability, and allow your practice to run smoothly in your absence.
Don't miss out on this bonus offer!
Schedule a one-on-one call with one of our Advisor Growth Specialists within 7 days of the webinar and receive a FREE copy of The Rainmaker Multiplier – Jason L Smith's brand-new book revealing the proven process for creating a self-sustaining, scalable financial planning business.
Hosts
Andrei Henson
Advisor Growth Specialist
C2P
Desiree Sgro
Business Development Associate
C2P