C2P Advisory Group

 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. 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, and healthcare planning.

Solutions

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.

The Rainmaker Multiplier Process

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 Bucket Plan Process

The Bucket PlanThe 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 that they will implement 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.

Training, Mentorship, and Coaching

Imagine having a team of mentors that you can call on for anything like increasing your office staff or allocating a client’s assets to the proper buckets. You can be confident the advisors have been in your situation before. They are happy to guide you through different scenarios to find the best solutions for you and your clients. From mentorship calls to personal coaching, we give you the tools you need to grow. Learn more about our proven processes by attending our training events. See how we can partner with you to help your business reach the next level of success.

For more information about how to access our turnkey training resources, visit the Clarity 2 Prosperity website or call (888) 240-1923.