Clarity 2 Prosperity Financial Advisor Training and Development Resources

clarity 2 prosperity training and education for financial advisors

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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.
 

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.

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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.