Spend more time on your unique ability, building relationships with your clients. We’ll help you handle the rest.
You wouldn’t set out on a road trip without a destination, why should your career be any different. When you follow your path to success, you know what it takes to build your financial advising practice.
Whether you’re an experienced advisor or new to the industry, your book of clients is exactly that...yours, not ours. You’re building something for yourself yet you’re not alone. You get help in building your practice from day one.
We get it. Change is hard. And not knowing if the reward outweighs the risk can deter you from fulfilling your potential in life and your career. But, what’s the alternative, feeling like you’re grinding away with no hope of change? Here’s what can happen if you don’t fight that fear:
We’ve been where you are. We understand the weight of this decision and we’ve learned it is possible to build a healthy and thriving practice that’s mission-based.
Which is why we’ve built a proven process that’s helped over 100 advisors launch a successful practice. When you’re focused on helping your clients first and selling products second, you can actually scale faster.
Whether it’s working with your personalized mentor, or leaning into the many teams of support you’ll receive from CP, you’ll be one step closer to taking control of your life and building the practice you’ve been dreaming of.Learn More
This is where you can identify if the must-haves in your financial advising career align with our planning philosophy.
With decades of success in helping advisors build practices, you can feel confident in your path to success with the right playbook for where you want to go.
Find your meaning in helping people, with a mix of autonomy and support in your financial advising practice.
As you’re contemplating,
“Why would I go through the pain of change?”,
you may also be thinking,
“Of course you would say good things about your firm…”
And we get it. We’re maybe a bit biased (Let’s be honest though, you would be too if you were us…).
You don’t need to take just our word for it though. See what some of our advisors have to say about they’re experience joining CP.
We interviewed people who worked in other professions or were already experienced financial professionals before coming to CP.
They explain why they joined CP and why they’ve chosen to stay.
Click to the left to hear their stories.
In order to do that, you need to recognize that advisors must be great at relationships and making complex information simple. We’re here to do all the rest:
Find the answers to all your advising questions through the helpful resources in our free online Learning Center
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