Clarity 2 Prosperity

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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 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. These advisors offer best interest advice by coordinating all areas of their clients’ financial lives. This includes investments, insurance, tax, estate, Social Security, retirement income, healthcare planning, and more.

Financial Advisor Educational Resources by Clarity 2 Prosperity

Clarity 2 Prosperity provides solutions and benefits that address the issues advisors experience, including those they’re unaware of. These solutions help top advisors streamline their 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.

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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 theLeadAdvisor’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

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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

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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.

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Courses for Financial Planning Professionals:

The Bucket Plan® Process

The Bucket Plan Process is an asset allocation system around which our company is built. Advisors use this system to develop simple, holistic financial plans that their clients will understand, increasing the likelihood of implementing their proposals. The Bucket Plan has been defined, refined, and tested by our model offices. It includes a set of proven processes that are easy to replicate for your business, no matter the size or scale. You will learn how to simplify holistic planning and increase your closing ratio. After you complete the Bucket Plan live training, you will transform your business.

The Rainmaker Multiplier Process

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

The Tax Management Journey®

This two-day tax planning training course gives financial advisors 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, financial planners can increase revenue both for their customers and their company revenue.

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

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Working with Clarity 2 Prosperity

Clarity 2 Prosperity provides financial planners and their team members with a group of mentors that they can call on for anything, like increasing office staff or allocating a client’s assets to the proper buckets. Financial advisors can rest assured that their mentors have been in their situation before and are happy to guide them through the different scenarios to find the best solution for all parties involved. From financial advisor educational resources, to one-on-one coaching, Clarity 2 Prosperity gives financial planning professionals the tools they need to grow

Other Training Resources

Learning Management System (LMS)
Live & Digital Training Events
Continuing Education Courses
On-Demand Seminars and Podcasts
News & Articles by Real Financial Advisors

Learn More About C2P Enterprises

Through affiliation with Clarity 2 Prosperity, financial planning professionals are given access to industry-leading tools, resources, and training to help you gather more assets under management and position Valor portfolios as part of a holistic financial plan.

For more information about how to access our turnkey training resources, visit the Clarity 2 Prosperity website or click here to schedule a call.