Will also lead business development initiatives at sister company, Prosperity Capital Advisors
Cleveland, Ohio – February 27, 2018 – C2P Advisory Group, a fiduciary-friendly insurance marketing organization (IMO), announced today that Bill Richardson has been named Senior Vice President of Business Development for the IMO, as well as its sister company, Prosperity Capital Advisors, an SEC registered investment adviser.
Richardson, who most recently served as the director of sales with Allianz, will be responsible for helping the companies reach strategic objectives in advisor recruitment and relationship management.
“We are truly thrilled to have Bill join our company. His reputation and ability are well known throughout the industry. As a seasoned sales leader with deep experience in the financial planning industry, we are confident that he will lead his internal team to success while helping affiliated advisors grow their practices,” says Dave Alison, CFP®, founding partner and executive vice president.
Bill will also serve as a trainer in the company’s standalone training, coaching and IP development organization, Clarity 2 Prosperity, where advisors, no matter their corporate affiliation, can tap into extensive, turnkey training, processes and coaching for a fee. Collectively, these three organizations, Clarity 2 Prosperity, Prosperity Capital Advisors and C2P Advisory Group, comprise C2P Enterprises.
Holistic Financial Planning
“When I first met with the team at C2P Enterprises, I was impressed. They are embracing the holistic financial planning model on another level and leading the way in helping advisors establish an extensive and seamless comprehensive financial planning environment so they can service their clients with confidence. I knew this was an organization I wanted to be a part of, and I look forward to working with such a dynamic and dedicated team,” says Richardson.
Richardson is known for driving sales success as well as his ability to train and mentor others. This was proven in his first year at Allianz when he doubled the fixed indexed and variable production in his territory of New York City and Long Island. From there his successful coaching techniques were expanded to provide mentorship and training programs to more than 200 internal and external Allianz wholesalers. In 2015, his efforts helped drive nearly $3 billion in fixed index annuity sales through his district.
In addition to in-depth product knowledge and carrier industry perspective, Richardson also draws from his years of first-hand experience advising clients as a registered representative for FSC Securities and Thrivent Financial. He holds his Series 7, 63 and 66 securities licenses, in addition to a life and health insurance license, Chartered Retirement Planning Counselor (CRPC®), Retirement Income Certified Professional (RICP®), and Fraternal Insurance Counselor (FIC) designations. He is a graduate of Luther College in Decorah, Iowa.
About C2P Advisory Group
C2P Advisory Group is a fiduciary-friendly insurance marketing organization (IMO) that facilitates advanced product screening, selection and support for all lines of fixed insurance products, such as fixed and indexed annuities, single premium and traditional life insurance and asset based long-term care products. It works to create efficient back-office support and quality service standards to help advisors issue new business quickly, accurately and effectively. C2P Advisory Group is dedicated to the implementation of best interest practices for the use of its insurance products—effectively mitigating risk for institutions, their advisors, and ultimately American families nationwide through sophisticated case design, product selection and implementation of insurance solutions as financial planning tools. For more information, visit www.C2PAdvisoryGroup.com or call (844) 381-4115.
About Prosperity Capital Advisors
Prosperity Capital Advisors (PCA) is a planning-first, SEC registered investment adviser (RIA) that equips advisors with an array of fee-based financial planning and investment solutions to meet their individual clients’ unique needs. It offers advisors a full-service, open architecture investment platform for turnkey asset management as well as tools and resources to build holistic financial plans. PCA is custodian agnostic and provides affiliated advisors extensive support, advanced portfolio analytics and reporting, investment product due diligence and selection, and more. For more information, visit www.ProsperityCapitalAdvisors.com or call (888) 240-0064.
About Clarity 2 Prosperity
Clarity 2 Prosperity is a financial training, coaching and IP development organization that offers financial advisors turnkey financial planning, practice management and marketing processes. Its mission is to help advisors shift from a transactional mindset to holistic planners who offer best interest advice by coordinating all areas of their clients’ financial lives including investments, insurance, tax, estate, Social Security, retirement income and healthcare planning. To achieve this mission, it provides live, on-demand, group and one-on-one training, along with tools, resources, mentoring and support to ensure successful implementation of its packaged proven processes, including The Bucket Plan® Best Interest Process. These services are available to all financial advisors, regardless of corporate affiliations, for a fee, as well as to institutions such as broker-dealers and RIAs to systematically equip their advisors to deliver best interest financial planning to American families nationwide. For more information, visit www.Clarity2Prosperity.com or call (888) 240-1923.