Category: Being An Advisor At CP

Why Do I Need CP?

February 26, 2024

So, you’re an experienced financial professional at another firm. Why should you consider Consolidated Planning?

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What Type Of Support Do You Provide?

February 26, 2024

Work for yourself. Not by yourself. Learn about the different ways Consolidated Planning can support you in your practice–leaving you […]

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How Do I Get Clients?

February 26, 2024

  You might be thinking, “Do I have to cold call?” And the short answer is…no. Join Michael Harris as […]

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Do I Own My Own Book?

February 26, 2024

When you join Consolidated Planning, your book is just that…yours.

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