Clarity 2 Prosperity | C2P Enterprises

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Clarity 2 Prosperity Training & Coaching for Financial Advisors

Clarity 2 Prosperity (Clarity) is a financial training, coaching and IP development organization. We offer financial advisors like you turnkey financial planning, practice management and marketing processes. Our mission is to help you shift from a transactional mindset to holistic planners.

Holistic advisors offer best-interest advice by coordinating all areas of your clients’ financial lives, including the following and more:

Investments
Insurance
Tax
Estate
Social Security
Retirement income
Healthcare planning

Clarity 2 Prosperity’s Financial Advisor Educational Resources

At Clarity, we provide solutions and benefits that address the issues you experience, including those you’re unaware of! These solutions help top advisors streamline your processes and grow a self-sustaining financial practice.

Holistic Financial Planning

Holistic financial planning takes a 360-degree look at the client's situation to better understand their short-term and long-term goals for both their life and their money.

Whether planning for high-net-worth clients or the average local retiree—it's about more than just bringing them the latest investment opportunity or finding the right portfolio.

A holistic financial plan offers financial advisors a solution for any individual's economic puzzle. The advisor can develop a one-of-a-kind proposal to maximize their customer's wealth, health, and happiness while minimizing any potential tax pitfalls and managing gaps in the market.

More About Holistic Financial Planning

Practice Management

Building a sustainable and lasting wealth management firm requires vision and action. With the shifting of client needs, older methods for delivering a holistic financial plan are no longer sustainable.

In order to create a business that does not require every hour of the lead advisor’s attention, the business strategy should include plans to manage and build up the talent they bring in, along with a documented structure for how to guide customers through each step of the investment process.

Building a process does not only ensure that clients receive the same experience even if they are not working with the lead advisor. It also ensures that compliance reviews for best interest practices are easier to prove when the process has been well-documented

About Financial Practice Management

Profitable Business Lines

What are the most profitable business lines for financial advisors and their clients?

There are tons of ways you can gain new clients and grow your business—online seminars, live events, social media, search engine optimization, television appearances, etc. And while this type of marketing certainly deserves your attention, it’s a slow process. What if you could acquire new customers almost instantly?

One sure way to do this is to incorporate different product offerings into your existing financial services business

Explore Profitable Business Lines

Marketing Programs

Let our digital marketing experts help you develop your business, brand, and even your team.

No matter how targeted you get with your digital marketing, you can never fully control who sees your content.

Each client should receive one-on-one holistic financial advice tailored to their specific needs, and that is not possible if you push products online to the masses.

The goal of your marketing planning and strategy should be to guide each individual prospect through the sales funnel.

Check Our Marketing Programs

Courses for Financial Planning Professionals

We offer a wealth of financial planning courses for your firm’s ongoing growth.

The Bucket Plan® Process

The Bucket Plan Process is an asset allocation system that we built our company around. You use this system to develop simple, holistic financial plans that your clients will understand. In turn, their understanding increases the likelihood of implementing proposals.

Our model offices have defined, refined and tested The Bucket Plan. It includes a set of proven processes that are easy to replicate for your business — no matter the size or scale. You’ll learn how to simplify holistic planning and increase your closing ratio.

After you complete the Bucket Plan live training, you’ll transform your business.

The Rainmaker Multiplier Process

You use the Rainmaker Multiplier Process to start converting your firm into a self-sustaining entity that runs efficiently, with or without you there. We’ll give you access to our proven rainmaker processes when you decide it’s time to increase your revenue. This helps you build your practice and increase your net profit over gross, while we welcome you into our fiduciary community.

The Tax Management Journey®

This two-day tax planning training course gives you the marketing tools and strategies to attract and convert more clients in the $1 million to $5 million demographic.

Current and potential clients need help with tax planning strategies. By offering these services, you can increase revenue for both your clients and your company.

After attending The Tax Management Journey, you can confidently engage in tax planning with your prospects and clients. Additionally, you can provide more valuable advice by integrating tax, financial, investment and insurance into one overall plan.

Want to Learn About Our Training & Educational Services?

Schedule a Call!

Work With Clarity 2 Prosperity

At Clarity, we provide you and your team members with a group of mentors. You can call on them for anything, like increasing office staff or allocating a client’s assets to the right buckets.

You can also rest assured that your mentors have been in your situation before! They’re happy to guide you through different scenarios to find the best solution for everyone involved. From financial advisor educational resources to one-on-one coaching, we give you the tools you need to grow.

Other Training Resources

Learning management system (LMS)
Live & digital training events
Continuing education courses, including e-learning
On-demand seminars and podcasts
News & articles by real financial advisors

Gain Access to Clarity 2 Prosperity’s Resource Library

If you’re an independent financial advisor searching for resources to provide your clients with holistic financial plans, Clarity’s here! We also offer a support system of like-minded advisors.

Tap into planning tools and training to help you every step of the way. Here’s a sample:

Our process-driven business gives you the tools you need to create coordinated, holistic financial plans. These structured plans consider key parts of your clients’ financial needs — investments, tax, retirement and beyond.

Visit the Clarity 2 Prosperity website to learn more about how to access our turnkey training resources. You can also schedule a call today.

RESOURCES

Dig into the tools, information, and training you need to succeed with C2P. From advisor guides to live webinars, we’ve got you covered!

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Industry News

Trending Topics and Industry Updates for holistic financial advisors, tax professionals, insurance marketers and business owners.

Advisor Guides

Gain access to a wealth of continuously updated insights and educational resources to cultivate and automate your firm.

On-Demand Seminars

Don’t miss our upcoming webinars, where we discuss best practices for financial advisors to grow their business.

Training Events

We provide a broad selection of events that cover everything from proven scalable processes to holistic planning strategies.

Clarity 2 Prosperity Financial Advisor Training and Development Resources