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eBook
Advisor Career Path & Compensation Models
Thursday, April 11, 2024 C2P Transform your practice with a team-centric approach and structure you can rely on to run your business with or without you.
On-Demand Webinar
Win Business Through Tax Management
Monday, March 11, 2024 C2P Join Dave Alison, CFP®, EA, BPC, President & Founding Partner of C2P, and Founder & CEO of Alison Wealth Management, for a webinar that helps you expand your reach with tax planning.
eBook
How to Increase Your Competitive Advantage with Tax Planning
Thursday, February 8, 2024 C2P If you diversify your client portfolios across equities, bonds, and alternative investments, shouldn’t you also diversify their tax plan? Stand out from the competition, get the knowledge base to charge larger planning fees, and more with this eBook!
eBook
11 Digital Marketing Tips to Drive Business in 2024
Tuesday, November 21, 2023 C2P Get the processes and procedures you need to adapt, attract, and retain younger clients.
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