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.
C2P provides a host of solutions and benefits that address the issues advisors experience, including those they may not even know they have. 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 bring on more “rainmakers” to increase your revenue, we’ll give you access to our proven processes to build out your practice and increase your net profit over gross while welcoming you to our community of fiduciaries!
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 that they will implement their proposals. The Bucket Plan has been defined, refined, and tested by our model offices, so it is now a set of proven processes that are easy to duplicate and scale to the size of your business. When you complete the Bucket Plan live training you will transform your business by having a process to simplify holistic planning and increase your closing ratio.
Training, Mentorship and Coaching
Imagine having a team of mentors and coaches that you can call on for anything from increasing your office staff to allocating a client’s assets to the proper buckets. You can be confident in knowing that advisors who have been in your situation are more than happy to guide you and talk through different scenarios to find the best solutions for your business and your clients. From mentorship calls to personal coaching, we give you the tools you need to grow. Learn more about our proven processes in person, come to one of our training events to see how we can partner with you to help your business reach the next level of success.
For more information about how to access C2P’s turnkey training resources, visit www.Clarity2Prosperity.com or call (888) 240-1923.