C2P Enterprises

Simplifying financial planning for financial advisors and their clients through education, training, and empowerment since 2011

[C2P Enterprises @C2PEnterprises]

Caregiving is one of the biggest financial and emotional challenges many families will face, yet too often the conversation starts too late.

In this episode of The Bucket Plan® On-Demand Podcast, Kirsten Schlumbohm sits down with Bill Cohen to discuss how advisors can recognize the signs that a client is becoming a caregiver, navigate sensitive conversations with empathy, and help families prepare for the financial realities of long-term care.

From building a care team and planning for care costs to protecting the caregiver’s own financial future, this conversation offers valuable insights for advisors looking to provide more holistic support.

Listen or watch the full episode  
🎧https://t.co/wm29nIImh2
💻https://t.co/jDuU8FGfyp

#FinancialAdvisor #Caregiving #LongTermCare #RetirementPlanning #FinancialPlanning #ElderCare #AdvisorGrowth #BucketPlan

[C2P Enterprises @C2PEnterprises]

Are you building relationships with both spouses or just one?

Major life transitions often reveal gaps in advisor to client relationships that have existed for years.

In this Bucket Plan On-Demand episode, Grace Nicholson, accomplished Investment Advisor Representative, Fiduciary, and Financial Planner, discusses how advisors can build trust with women before transitions occur, create meaningful connections, and provide support during some of life's most vulnerable moments.

If you're looking to strengthen relationships and better serve women clients through every stage of their financial journey, this is a conversation worth hearing.

Listen or watch now:
🎧 https://t.co/xij733AyDf
💻 https://t.co/Z0g5bvixOb

#FinancialPlanning #WomenAndWealth #FinancialAdvisors #ClientExperience #WealthManagement #BucketPlan #WomenInFinance

[C2P Enterprises @C2PEnterprises]

Are you generating leads but struggling to move them forward?

In this episode of The Rainmaker Multiplier, host Matt Seitz, Chief Marketing Officer, sits down with Andrei Hensen, Advisor Growth Specialist, to break down what separates advisors who consistently convert from those who stall.

If you are generating leads but not converting them, this is worth a listen.

Listen or watch now:
🎧 https://t.co/ca3w3A3nt7
💻 https://t.co/ZF19uUGnAc

#FinancialAdvisors #WealthManagement #LeadGeneration #FinancialPlanning #MarketingStrategy #TheBucketPlan

[C2P Enterprises @C2PEnterprises]

In this previously released episode of The Rainmaker Multiplier On-Demand, the conversation explores why defining your values early is critical to building a sustainable advisory business and leadership culture.

We unpack how clarity around trust, authenticity, and best practices creates the foundation for stronger teams, better communication, and a more consistent client experience as firms grow.

It’s a reminder that scaling successfully is not just about adding people, but about creating alignment around how your organization shows up and serves others.

Listen to the full episode and learn how to build a business that grows beyond the founder while staying rooted in trust and authenticity.

🎧 https://t.co/bJ3KsWGUT0
💻 https://t.co/QKApgEwZ5j

#FinancialAdvisors #Leadership #PracticeManagement #Authenticity #WealthManagement

[C2P Enterprises @C2PEnterprises]

The future of wealth management belongs to firms that can combine holistic planning, scalable processes, and innovation without losing the client experience along the way.

Dave Alison shares where he believes the RIA industry is headed and why firms like Prosperity, who have exceptional processes and continue to evolve, will be the ones who lead.

It all starts with a conversation. Connect with us to learn more: https://t.co/VJCjSSoDbB

#WealthManagement #RIA #FinancialPlanning #Innovation #Leadership

[C2P Enterprises @C2PEnterprises]

Kirsten Schlumbohm, SVP, Head of Sales Support & Relationship Management at C2P | Prosperity Capital Advisors, has been named one of Women We Admire’s Top Women Leaders of Oregon for 2026, and it’s hard to think of a more fitting recognition.

Kirsten leads with heart, purpose, and vision, and she has such a genuine impact on the people and communities around her. Whether it’s through her leadership, her work founding and leading our women’s program, A Woman’s Clarity®, or the way she shows up as a mentor and coach, she consistently leads by lifting others.

This honor reflects who she is at her core: someone who cares deeply, leads authentically, and makes a difference that lasts.

Congratulations, Kirsten!

Read the full article here: https://t.co/Yiiv2jGE3U

#WomenInLeadership #Leadership #WomenInFinance #Mentorship #OregonLeaders #ProsperityCapitalAdvisors

[C2P Enterprises @C2PEnterprises]

Most advisory firms say they serve everyone, but many still overlook what it means to truly design a client experience with women at the center.

In this episode of the Bucket Plan On-Demand, host Kirsten Schlumbohm sits down with Lisa M. Hinz, founder of CORNHERSTONE, to explore why focusing on women clients is essential for long term retention, trust, and growth.

They unpack why women are often the ones who ultimately decide whether to stay or change advisors after major life transitions, and how firms can unintentionally miss the mark by not fully understanding what women value in the advisor relationship.

This conversation is about shifting from a one size fits all approach, to a more intentional, relationship driven, experience where women feel seen, heard, and confident.

Listen or watch the full episode and learn how to build a practice women actively choose.

🎧https://t.co/eYwjzINWrn
💻https://t.co/vrabAOyJO6

#FinancialAdvisors #WomenInWealth #ClientExperience #WealthManagement #FinancialPlanning #PracticeManagement

[C2P Enterprises @C2PEnterprises]

Our Chief Visionary, Executive Chairman, & Founder, Jason L Smith, CEP®, BPC was just featured on Dimensional Fund Advisors, "The Informed Investor" podcast.

In the episode, Jason joined Mark Gochnour to discuss retirement planning, wealth management, and how The Bucket Plan® process Jason pioneered, helps address the real-world challenges investors face when balancing today’s needs with long-term financial goals by strategically organizing assets.

Watch or listen to the full episode: https://t.co/f5tF9u7jq0

#ProsperityCapitalAdvisors #FinancialServices #RetirementPlanning #WealthManagement #FinancialAdvisor

[C2P Enterprises @C2PEnterprises]

Last chance to register for this timely retirement tax planning webinar.

Tax returns are complete, but the window for impactful retirement tax planning is still open.

Join Ed Slott, CPA and Dave Alison, CFP®, EA, BPC for How Top Advisors Are Turning Midyear Tax Insights Into Actionable Client Strategies, a practical session built for advisors looking to make more strategic IRA, Roth, and rollover decisions before year-end deadlines take effect.

We’ll cover:

✓ How top advisors are approaching midyear planning conversations
✓ Roth and distribution decisions that can create stronger client outcomes
✓ Rollover strategies that improve flexibility and reduce friction
✓ The IRA and RMD mistakes that can slow down implementation

📅 May 11, 2026
🕐 1:00 – 2:00 PM ET
🎤 Featuring Ed Slott, CPA and Dave Alison, CFP®, EA, BPC

Save your seat: https://t.co/r149WZD2HL

#FinancialAdvisors #TaxPlanning #WealthManagement #RetirementPlanning #HighNetWorth

[C2P Enterprises @C2PEnterprises]

College costs keep rising, but one of the biggest financial mistakes families make happens before tuition is ever paid.

Too many students enter college without a clear career direction, leading to unnecessary classes, wasted credits, and thousands of dollars spent on courses they’ll never use.

In this Bucket Plan On-Demand episode we’re resharing, the conversation explores how families can think more strategically about education planning, career alignment, and the true cost of “figuring it out” in college.

If you’re helping clients navigate college planning conversations, this is a discussion worth revisiting.

Listen or watch now:​
🎧 https://t.co/a0R2PPaUJY

💻 https://t.co/uFoSIUIvZi

#FinancialPlanning #CollegePlanning #EducationCosts #RetirementPlanning
#WealthManagement #FinancialAdvisors #BucketPlan #FinancialLiteracy

[C2P Enterprises @C2PEnterprises]

For many high-net-worth clients, the biggest retirement tax decisions happen after tax season ends.

Join Ed Slott, CPA and Dave Alison, CFP®, EA, BPC for How Top Advisors Are Turning Midyear Tax Insights Into Actionable Client Strategies, a practical webinar focused on the planning opportunities advisors still have before year-end deadlines arrive.

We’ll discuss:

✓ What leading firms are prioritizing during midyear client reviews
✓ Roth and distribution strategies that can improve client outcomes
✓ Rollover decisions that help create smoother implementation
✓ Common IRA and RMD mistakes advisors should avoid

📅 May 11, 2026
🕐 1:00 – 2:00 PM ET
🎤 Featuring Ed Slott, CPA and Dave Alison, CFP®, EA, BPC

Reserve your spot: https://t.co/DlTvJvEWVs

#FinancialAdvisors #TaxPlanning #WealthManagement #RetirementPlanning #HighNetWorth

[C2P Enterprises @C2PEnterprises]

Dave Alison of Prosperity Capital Advisors took the stage today at Horizons 2026 to present “7 Steps to Master Client Acquisition with Tax Management.”

In this session, Dave shared how strategic tax management can become a powerful differentiator for financial advisors, helping firms deliver deeper client value while creating a scalable framework for attracting and retaining high-net-worth clients.

Thank you to The American College of Financial Services for hosting another impactful Horizons conference and creating space for these important industry conversations.

#Horizons2026 #FinancialPlanning #TaxPlanning #WealthManagement #FinancialAdvisors #ClientAcquisition #TaxStrategy #HolisticPlanning

[C2P Enterprises @C2PEnterprises]

Tax management isn’t just a service, it’s a growth strategy.

At Horizons 2026, Dave Alison of Prosperity Capital Advisors will share how advisors can turn proactive tax management into a scalable system for client acquisition.

May 6 | 9:30–10:30 AM ET
Orlando, FL

In this session, you’ll learn how to:
• Use tax strategy as an educational tool that resonates with clients
• Avoid marginal tax traps and manage shifting tax brackets
• Position tax management as a core pillar of holistic planning

If you’re attending Horizons, this is one session worth prioritizing.

See you there. Message us if you want to connect with the Prosperity team!

[C2P Enterprises @C2PEnterprises]

"The first thing you're going to do is hire an architect. That's similar to tax planning."

And tax management?

"It's the day-to-day implementation, executing on the Roth conversions, the tax law, harvesting charitable giving and income distribution planning," said Dave Alison, President of Wealth Management at Prosperity Capital Advisors.

Dave explained how, like building a home, tax planning creates the blueprint, tax management is the implementation and ongoing maintenance, and tax preparation serves as the final inspection.

As more clients seek holistic strategies that integrate investments, taxes, retirement income, and legacy planning, advisors who can confidently lead these conversations in ways clients understand continue to stand apart.

That’s exactly why we created The Tax Management Journey® — a comprehensive training experience hosted by Dave designed to help advisors build scalable, proactive tax management processes into their practice.

Join us July 22–23 in Charleston, SC to learn how tax-focused planning can help deepen client relationships, differentiate your business, and create new growth opportunities. Qualified advisors may be eligible to attend at no cost — an $8,000 value. Learn more and see if you qualify: https://t.co/6j6pNPSUI9

Thanks you ThinkAdvisor for this coverage, read the full article here: https://t.co/qeuOQhoDew

And thank you to The American College of Financial Services Horizons Conference for hosting this timely conversation.

[C2P Enterprises @C2PEnterprises]

What you do after tax season can have the biggest impact on your clients’ outcomes.

Join Ed Slott, CPA and Dave Alison, CFP®, EA, BPC for How Top Advisors Are Turning Midyear Tax Insights Into Actionable Client Strategies, a timely session focused on using newfound tax clarity to make smarter IRA, Roth, and rollover decisions before the year closes out.

We’ll cover:

✓ How top advisors are using midyear reviews to uncover new opportunities
✓ Roth and distribution strategies that can move clients forward
✓ Rollover decisions that create efficiency, not unnecessary complexity
✓ The IRA and RMD pitfalls that can quietly derail planning

📅 May 11, 2026
🕐 1:00 – 2:00 PM ET
🎤 Featuring Ed Slott, CPA and Dave Alison, CFP®, EA, BPC

Save your seat: https://t.co/9yFp0YxZ4T

#FinancialAdvisors #TaxPlanning #WealthManagement #RetirementPlanning #HighNetWorth

[C2P Enterprises @C2PEnterprises]

What are the critical details of building a successful practice that leverages tax planning and management?

At Horizons 2026, Dave Alison joins a panel of industry specialists to break down where advisors should focus—and what’s changing next.

May 4 | 1:00–2:00 PM ET
Orlando, FL

You’ll gain clarity on:
• Moving beyond annual tax conversations
• Building toward a scalable tax planning model
• Helping clients navigate uncertainty under evolving tax legislation

Panelists:
Dave Alison, Prosperity Capital Advisors
David McKnight, Power of Zero
Jeff Levine, Focus Partners
Kevin Knull, TaxStatus

This is a practical, forward-looking conversation for advisors serious about growth.

The event is sold out—but if you’re attending, we’d love to connect.

[C2P Enterprises @C2PEnterprises]

We’re sharing an important watershed moment across the C2P - Prosperity Capital Advisors ecosystem.

Five firms, JL Smith Holistic Wealth Management, Alison Wealth Management, OneTeam Financial, Hammer Financial Group, and FSC Wealth Advisors, are coming together under the Prosperity Capital Advisors brand as part of the firm’s next chapter.

For advisors, this reflects something bigger than a brand update. It represents the continued evolution of a platform designed to support different paths to growth.

Some firms can now choose deeper integration to scale, build enterprise value, and create a defined succession plan. Others can continue to grow independently while leveraging the same proven processes, learning, and infrastructure.

Flexibility and support has always been at the core of what we created, this builds on that.

What remains consistent is the mission. Helping advisors deliver more coordinated, holistic planning and a higher standard of client experience, supported by a broader network of specialists, shared resources, and integrated capabilities.

As the industry continues to evolve, we believe giving advisors the ability to choose how they grow is what matters most.

Read more about this amazing moment in our history here: https://t.co/yDkfaAjTqP

[C2P Enterprises @C2PEnterprises]

Most advisors want more referrals but struggle to generate them consistently.

Not because clients aren’t willing, but because they’re not being asked.

In this Rainmaker Multiplier On-Demand episode, host Kirsten Schlumbohm sits down with Gina Pellegrini to share how referrals can become a repeatable part of your growth strategy instead of something you leave to chance.

They cover what’s holding advisors back, how to ask in a way that feels natural, and the simple systems teams use to stay accountable.

One key insight: nearly 90% of advisors don’t have a referral goal, making it easy to default to “I don’t have time.”

If you want more consistent introductions, this episode gives you a practical way to get there.

Listen or watch now:

🎧 https://t.co/IDii0Jn8Vz

💻 https://t.co/NE0o8JYvmz

#FinancialAdvisors #ClientReferrals #ReferralMarketing #PracticeGrowth #AdvisorGrowth
#ClientExperience #WealthManagement #GrowthStrategy