Episodes

Greg Hammer is a Yale graduate who has spent the last decade with C2P learning to simplify the financial planning process and communicate with clients. Listen as he and host Dave Alison break down proven metaphors and relatable examples you can start using right away to help your customers better understand the role of a financial advisor and the benefits of working with one.

Greg Hammer is a Yale graduate who has spent the last decade with C2P learning to simplify the financial planning process and communicate with clients. Listen as he and host Dave Alison break down proven metaphors and relatable examples you can start using right away to help your customers better understand the role of a financial advisor and the benefits of working with one.

Greg Hammer is a Yale graduate who has spent the last decade with C2P learning to simplify the financial planning process and communicate with clients. Listen as he and host Dave Alison break down proven metaphors and relatable examples you can start using right away to help your customers better understand the role of a financial advisor and the benefits of working with one.

Dave Alison and Kalem Mackey of C2P Enterprises discuss utilizing a fixed index annuity as a bond alternative and its ability to help derive efficient income, eliminate the sequence of returns risk and to protect the income that retirees need. Learn how to bring fixed index annuities into your clients' financial plan today!

Dave Alison and Kalem Mackey of C2P Enterprises discuss utilizing a fixed index annuity as a bond alternative and its ability to help derive efficient income, eliminate the sequence of returns risk and to protect the income that retirees need. Learn how to bring fixed index annuities into your clients' financial plan today!

Dave Alison and Kalem Mackey of C2P Enterprises discuss utilizing a fixed index annuity as a bond alternative and its ability to help derive efficient income, eliminate the sequence of returns risk and to protect the income that retirees need. Learn how to bring fixed index annuities into your clients' financial plan today!

What are you doing to help your clients secure their long-term retirement happiness? Do they have lifetime income? Dave Alison and Kalem Mackey of C2P and Walter Young of the 5th Option, discuss four new and important ways to rethink annuities as a critical piece of a holistic retirement plan.

What are you doing to help your clients secure their long-term retirement happiness? Do they have lifetime income? Dave Alison and Kalem Mackey of C2P and Walter Young of the 5th Option, discuss four new and important ways to rethink annuities as a critical piece of a holistic retirement plan.

What are you doing to help your clients secure their long-term retirement happiness? Do they have lifetime income? Dave Alison and Kalem Mackey of C2P and Walter Young of the 5th Option, discuss four new and important ways to rethink annuities as a critical piece of a holistic retirement plan.

As a financial advisor, there’s always at least one topic at the top of your mind, and that’s winning more assets under management. Take a peek behind our exclusive Mastermind Collegium as we dive into how you can use analogies to help gather assets, teach your clients so they can make more informed decisions and how you can meet and exceed expectations of Alpha. Get started today!

As a financial advisor, there’s always at least one topic at the top of your mind, and that’s winning more assets under management. Take a peek behind our exclusive Mastermind Collegium as we dive into how you can use analogies to help gather assets, teach your clients so they can make more informed decisions and how you can meet and exceed expectations of Alpha. Get started today!

As a financial advisor, there’s always at least one topic at the top of your mind, and that’s winning more assets under management. Take a peek behind our exclusive Mastermind Collegium as we dive into how you can use analogies to help gather assets, teach your clients so they can make more informed decisions and how you can meet and exceed expectations of Alpha. Get started today!

Stop wasting time and energy trying to collect and organize your client's documents! In this episode, Dave Alison and Carl Smith talk about The Family Estate Organizer, or FEO, and how it can benefit your practice and clients. You'll get insight on how to build trust and rapport, uncover hidden or forgotten assets and how to prepare for long-term planning - get started today!

Stop wasting time and energy trying to collect and organize your client's documents! In this episode, Dave Alison and Carl Smith talk about The Family Estate Organizer, or FEO, and how it can benefit your practice and clients. You'll get insight on how to build trust and rapport, uncover hidden or forgotten assets and how to prepare for long-term planning - get started today!

Stop wasting time and energy trying to collect and organize your client's documents! In this episode, Dave Alison and Carl Smith talk about The Family Estate Organizer, or FEO, and how it can benefit your practice and clients. You'll get insight on how to build trust and rapport, uncover hidden or forgotten assets and how to prepare for long-term planning - get started today!

Clarity 2 Prosperity has partnered with Retirement Analyzer software to provide an exclusive The Bucket Plan® edition to our advisors! Listen as we share details on this exciting tool and how it can help provide financial plans that are simple to create and easy for your clients to understand - all while growing your business in the process. Get started today!

Clarity 2 Prosperity has partnered with Retirement Analyzer software to provide an exclusive The Bucket Plan® edition to our advisors! Listen as we share details on this exciting tool and how it can help provide financial plans that are simple to create and easy for your clients to understand - all while growing your business in the process. Get started today!

Clarity 2 Prosperity has partnered with Retirement Analyzer software to provide an exclusive The Bucket Plan® edition to our advisors! Listen as we share details on this exciting tool and how it can help provide financial plans that are simple to create and easy for your clients to understand - all while growing your business in the process. Get started today!

What can The Bucket Plan® do for your business? Listen as top advisor Greg Hammer of Hammer Financial shares his success story. You'll hear details on his evolution as well as how the Bucket Plan's 4-Step process and its Concepts & Tools has helped his practice generate over $40 million in new client assets each of the last four years!

What can The Bucket Plan® do for your business? Listen as top advisor Greg Hammer of Hammer Financial shares his success story. You'll hear details on his evolution as well as how the Bucket Plan's 4-Step process and its Concepts & Tools has helped his practice generate over $40 million in new client assets each of the last four years!

What can The Bucket Plan® do for your business? Listen as top advisor Greg Hammer of Hammer Financial shares his success story. You'll hear details on his evolution as well as how the Bucket Plan's 4-Step process and its Concepts & Tools has helped his practice generate over $40 million in new client assets each of the last four years!

We'll cut to the chase: It's time for you to monetize your wisdom as a financial advisor and charge planning fees for your services. Listen as advisor DC Chamberlin shares his journey and how he went from reluctance to now charging the most in the C2P organization. You will also discover why it is important to first gain your clients trust, how to sell the process vs. the product and you'll learn about several different ways to charge planning fees. Get started on growing your business today!

We'll cut to the chase: It's time for you to monetize your wisdom as a financial advisor and charge planning fees for your services. Listen as advisor DC Chamberlin shares his journey and how he went from reluctance to now charging the most in the C2P organization. You will also discover why it is important to first gain your clients trust, how to sell the process vs. the product and you'll learn about several different ways to charge planning fees. Get started on growing your business today!

We'll cut to the chase: It's time for you to monetize your wisdom as a financial advisor and charge planning fees for your services. Listen as advisor DC Chamberlin shares his journey and how he went from reluctance to now charging the most in the C2P organization. You will also discover why it is important to first gain your clients trust, how to sell the process vs. the product and you'll learn about several different ways to charge planning fees. Get started on growing your business today!