Coffee Break with C2P: Increase Your Firm’s Efficiency with Financial Plan Design Training

They say in sales that time kills deals, but creating deliverables can boost efficiency in your process and improve your client experience. However, building this packaged plan for your clients can be time consuming, especially for lead advisors. That’s why Dave Alison, President and Co-Founder of C2P, talks with Joe Bilello, of Avanti Wealth Management; Julie Manning, Founder of Keystone Financial Planning; and Charlie Charlie Ehrenfried, Partner at Retirement Matters; about game-changing trainings, templates, and tools that make plan design easy to delegate to your team.