Скачать или смотреть Creating Purpose-Driven Profitability: Business Growth for Advisors

Financial success on paper doesn't always translate to personal fulfillment or sustainable business growth. Join guest host Kirsten Schlumbohm, Vice President, Head of Annuity Sales at C2P, as she sits down with Tana Kramer, founder of TK Solutions and profitability strategist and guide, to explore how advisors can build wealth that extends far beyond traditional metrics. Tana shares her unique approach to aligning business profitability with personal purpose, offering practical frameworks for advisors who want to grow their practices while maintaining work-life balance. Learn how to create a purpose-driven advisory practice that serves both your clients and your personal goals.

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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.

Advisors must bridge the demands of being both an impactful holistic advisor and a capable business owner. C2P independently serves advisors. But when you combine the respective knowledge and resources together, the results are endless.

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 ➡️https://c2pe.info/3MyCrfY
The Bucket Plan On Demand ➡️https://c2pe.info/3xII5rA

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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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