The landscape of the financial advisor industry is undergoing some changes. As the Baby Boomer generation ages, a new wave of clients is nearing retirement and will need the services of a trusted financial advisor. The only problem is, the same client acquisition tactics that worked with past generations are becoming obsolete. Not to mention, [...]
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C2P Advisory Group Rebrands to Clarity Insurance Marketing and Announces New Leadership to the Team
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Volatile markets are opportune times to review how you’re getting financial advice. Read Dave Alison’s advice here.
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Listen to Dave Alison’s thoughts on preparing for a major market downturn here.
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NEW YORK, Feb. 5, 2020 /PRNewswire/ — Clarity 2 Prosperity (C2P), a financial training and coaching organization led by financial advisors, coaches, mentors and business leaders, has been named one of three finalists in the practice management category for InvestmentNews‘ 2020 Innovation Awards. The award honors firms with products, services, technologies or platforms that allow advisors to run their businesses [...]
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To grow your firm, you rely on staffers to produce superior work. From administrative aides to junior planners, you’ll drive better results by dangling carrots that push everyone to excel. Read Jason Smith’s thoughts here.
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Fixed indexed annuities have had explosive growth over the past decade. Academics, financial institutions, financial planners, and investment advisors have expanded the application of these products, which were once just seen as something “sold by insurance salespeople,” to become a valuable tool within a holistic financial plan. Even economist Roger Ibbotson, a 10-time recipient of [...]
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C2P Advisory Group has been announced as winner of the 2019 WealthManagement.com Industry Award for the Insurance Services Category. Read the full press release below.
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Growth-focused stocks, ETFs and mutual funds have dominated this bull market, and Dave Alison, certified financial planner at Clarity 2 Prosperity, says in a downturn, value investments may get the upper hand. Read the full article here.
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Your credit score is a number that lenders use to assess your creditworthiness, which impacts whether you get a loan and what kind of interest rate you’re offered, explains certified financial planner Dave Alison, executive vice president at Prosperity Capital Advisors in Westlake, Ohio. Your credit score is calculated based on factors like whether you make [...]
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