The Virtual Advisor Past Seminars
Advisor Communication Workshop
Learn how to communicate effectively with your clients amid the pandemic and beyond during this interactive Communications and Messaging Workshop led by Apollo Lupescu of Dimensional Fund Advisors. Apollo will introduce four essential communication concepts to enhance your clarity and effectiveness when communicating to clients and will put the frameworks into action to provide you, the advisor, with ways to communicate with clients about the recent market upheaval.
Watch the recorded seminar here.
Solutions for Adapting to a Virtual Environment | 30 minutes
Learn how to keep your calendar full with appointments and utilize a multi-channel, hands-free social media nurturing tool to create meaningful digital touchpoints with clients and prospects.
Learn how to communicate effectively with your clients amid the pandemic and beyond during this interactive Communications and Messaging Workshop led by Apollo Lupescu of Dimensional Fund Advisors. Apollo will introduce four essential communication concepts to enhance your clarity and effectiveness when communicating to clients and will put the frameworks into action to provide you, the advisor, with ways to communicate with clients about the recent market upheaval.
Watch the recorded seminar here.
Learn how to keep your calendar full with appointments and utilize a multi-channel, hands-free social media nurturing tool to create meaningful digital touchpoints with clients and prospects.
Clarity 2 Prosperity provides a wide variety of educational opportunities and resources to affiliated advisors and the financial industry as a whole.
eBooks
Clarity 2 Prosperity regularly publishes eBooks that provide tools for holistic advisors to grow their business. Click an eBook below to learn more and gain access to valuable insight.
- 21 Turnkey Processes
- Clarity 2 Prosperity eBook | Volume 1| Getting Started With The Bucket Plan
- Clarity 2 Prosperity eBook | Volume 2| Bringing on a Rainmaker
- The Virtual Advisor Resource Guide
Articles
Clarity 2 Prosperity regularly publishes articles on a variety of topics in the financial services industry. Click an article below to learn more.
- 2019 Tax Strategies
- 3 Tips to Help Financial Advisors Convert More Clients
- 3 Ways to Reduce Stress and Increase Revenue for Your Financial Firm
- 7 Ways the Right Mastermind Group Can Dramatically Boost Your Advisory Business
- 9 Tips to Build an Effective Marketing Plan
- Advisors: Optimize Your Company’s LinkedIn Page & Attract More Prospects
- An Advisor’s Guide to Writing an Effective Call to Action
- The Asset Sheet Questionnaire: Bringing Clarity to Your Client’s Prosperity
- The Bucket Plan Best Interest Process: A New Framework for Teaching
- The Cash Flow Analysis and Its Two Separate Levels
- Comprehensive Planners & Transactional Advisors
- Designing Your Client’s Bucket Plan®
- Double Your Retirement Planning Closing Ratio With One Powerful Tool
- Effortlessly Build a Tax Practice In Less Than 1 Year
- Ask These Questions to Increase Closing Ratio by 72.3%
- If you Take Five Months Off from Your Business, Will It Thrive Or Just Survive?
- Multiply Your Time By Successfully Transitioning Client Relationships to an Associate Advisor
- Protect Your Clients from Market Volatility
- The Pursuit of Best Interest Advice Requires a Best Interest Process
- Renting Versus Owning a Tax Practice to Grow Your Financial Services Business
- The Soon Bucket Solutions
Podcasts
Industry leading financial advisors, mentors and business leaders host and interview top industry experts and advisors on actionable financial planning strategies to grow your business and stay ahead of your competition. Listen to our Bucket Plan® and Rainmaker Multiplier On-Demand Series here!
Seminars
Clarity 2 Prosperity regularly hosts seminars on a timely and relevant topic affecting the financial services industry. Click a seminar below to access.
The Bucket Plan® On-Demand Series
- How Do You Increase Your Closing Ratio by 72.3%? Ask These Questions
- Identify Risk & Investor Vulnerability
- An Asset Allocation Strategy Your Clients Will Actually Understand
- The Asset Sheet Questionnaire
- The Cash Flow Analysis
- Protect Your Clients from Market Volatility
- Designing Your Client’s Bucket Plan®
The Rainmaker Multiplier On-Demand Series
- Estate Planning Benefits of a Collaborative Approach for Financial Planners and Estate Planning Attorneys
- Multiply Results with the 3 Cs of Delegation
- Multiply Your Time
- Optimizing a Tax Practice to Grow your Financial Services Business
- If You Take Five Months Off From Your Business, Will It Thrive or Just Survive?
- Creating Future Rainmakers
Whiskey Wednesdays Fireside Chat
- Watch week one here.
- Watch week two here.
- Watch week three here.
- Watch week four here.
- Watch week five here.
- Watch week six here.
- Watch week seven here.
- Watch week eight here.
- Watch week nine here.
Other Seminars
- Being Fiduciary
- Best Interest Planning Process & Tools
- The Bucket Plan® Holistic Planning Process & Best-Selling Book
- The Cash Flow Analyzer: Boost Your Net Profitability
- The Importance of Being in a Mastermind Group
- Maximizing Your Clients’ Social Security Benefits
- The Power of Processes: Systematically Grow, Automate & Enhance Your Practice