For advisors who want to thrive post-DOL
December 6-8 in Las Vegas, Nevada
WHAT: This Holistic Advisor Academy is a 1.5-day educational event designed for advisors who want to thrive post-DOL. Attendees will learn how to “DOL-Proof” their sales and planning processes, revenue and businesses as a whole.
With the greatest legislative change in the financial industry in more than 40 years, get to the core of what the DOL legislation means to your business with specific insight on the DOL rule, including an overview of what’s changing and how you’ll be impacted, points still up for determination, compliance considerations and highlights of recommended action steps. From proven, turnkey processes to tangible takeaways, get the tools you need—attending this event is in your best interest.
WHERE: Holistic Advisor Academy—DOL Edition will be held in at The Mirage in Las Vegas, Nevada.
3400 S Las Vegas Blvd.
Las Vegas, NV 89109
WHEN: December 6 – 7 p.m. (PT)
December 7 – 8 a.m. to 5 p.m. (PT)
December 8 – 8 a.m. to Noon (PT)
WHO: Hosted by Clarity 2 Prosperity and Prosperity Capital Advisors, Holistic Advisor Academy—DOL Edition is led by advisors, coaches and business leaders, including founder Jason L Smith, a nationally-acclaimed speaker, financial planner, author, coach and DOL subject matter expert. As founder of one of the first IMOs to file for Financial Institution Exemption, Jason has had direct personal conversations with the Department of Labor and has worked with them on multiple occasions to gain an in depth understanding of the developing regulation. Jason has been featured in a wide variety of industry publications as well as on numerous webinars, podcasts, and training platforms breaking down and educating advisors on what the new rule may potentially mean to them, as well as teaching proven turnkey processes they can implement to proactively adapt their practices.
WHY: Take the guesswork out of “DOL-Proofing” your overall practice with real, practical knowledge that includes topics such as: How to meet the best interest standards through a “DOL-Proof” holistic planning process; Implement a “DOL-Proof” sales process, without the need for expensive software; turn “documentation requirements” into a planning process that creates value for prospects; an exclusive, guided self-assessment on the DOL-readiness of your financial planning process to determine what areas need adjustment; the screening process used to select products and portfolios to meet the best interest standards for your clients; how to set a planning fee as well as protect the fees you’re already charging; how to introduce new lines of business to your firm that are not impacted by DOL regulation; build a business plan you can execute today for business post-DOL; step-by-step analysis of business expenses as you move into a fee-based industry and so much more.
DETAILS: Tuition for the 1.5-day event is $499 and includes all meals during the event and a two-night stay at The Mirage in Las Vegas, Nevada. For more information about Holistic Advisor Academy and to register for this event, please visit C2PEvents.com.
For an advanced look at the topics covered at the event, visit C2PEvents.com and download the white paper “5 Critical Areas Impacted by the DOL Rule, and What You Can Do Now.”
About Clarity 2 Prosperity and Prosperity Capital Advisors
Clarity 2 Prosperity and Prosperity Capital Advisors are affiliated financial planning organizations with a mission to shift advisor focus from selling products to becoming holistic service providers, effectively serving the comprehensive needs of American families. For more information about Clarity 2 Prosperity visit Clarity2Prosperity.com or call (888) 240-1923 and for Prosperity Capital Advisors visit ProsperityCapitalAdvisors.com or call (888) 240-0064.
Prosperity Capital Advisors is an SEC registered investment adviser with its principal place of business in the State of Ohio. For more detailed information about Prosperity’s products and services, please visit www.adviserinfo.sec.gov or contact the firm at www.ProsperityCapitalAdvisors.com. Please read this disclosure statement carefully. Registration with the SEC does not imply any level of skill or expertise. PCA does not provide tax or legal advice.