ฝัง
- เผยแพร่เมื่อ 25 พ.ย. 2024
- How might the 2024 presidential election affect your clients' finances and their emotional response to market volatility? Join guest host Kalem Mackey, Executive VP at C2P, and Dave Alison, President and Founding Partner at Prosperity Capital Advisors, as they discuss proven strategies for guiding clients through election-year uncertainty. Learn how historical market data, proactive communication, and The Bucket Plan® philosophy can help maintain client confidence regardless of election outcomes. Discover practical approaches to portfolio diversification, tax planning opportunities, and managing concentration risk in today's market. Whether your clients lean left, right, or center, this episode provides valuable insights on maintaining trusted advisor relationships while helping clients stay focused on their long-term financial goals during politically charged times.
To see all resources and statistics from this episode, please visit c2pe.info/4dWK2j5.
To learn how C2P can help grow your business, book a FREE call at c2pe.info/4ffH1vi.
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We Don’t Just Care About Financial Advisors - We Are Financial Advisors. And Our Business is to Build Your Business. C2P specializes in helping financial advisors succeed. Our focus is on providing the essential tools, training, coaching, and support to build thriving businesses and set advisors up for success.
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For continued education and professional development, take advantage of our variety of certified financial planner services designed to help you grow as a holistic advisor and cultivate your business.
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🎧 For more episodes of our podcasts, visit:
The Rainmaker Multiplier On Demand ➡️c2pe.info/3MyCrfY
The Bucket Plan On Demand ➡️c2pe.info/3xII5rA
A Woman’s Clarity ➡️c2pe.info/3vz1j1l
📬 questions@c2penterprises.com
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📚 Disclaimer:
At the time of delivery and any subsequent publishing, information was deemed reliable but is subject to change by the time of viewing. The contents of this piece include the opinions and projections of C2P Enterprises, are subject to change, and are for informational purposes only. The information provided in this presentation is not intended to be individual investment, tax, or legal advice.
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