Clarity 2 Prosperity provides a wide variety of educational opportunities and resources to affiliated advisors and the financial industry as a whole.
Clarity 2 Prosperity regularly hosts webinars on a timely and relevant topic affecting the financial services industry. Click a webinar below to access.
- Evidence Based Active Management
- Best Interest Planning Process & Tools
- DOL-Proof Your Revenue: Top Strategies to Diversify Your Income
- How to DOL-Proof Your Sales Process: Building a Holistic, Well-Documented Financial Plan
- Expanding College Planning to Financial Planning: Asset Positioning Process
Clarity 2 Prosperity hosts a “Take Action” podcast series interviewing industry leaders, advisors and coaches on timely topics. Typically, a supplement to the webinar series, the podcasts provide practical first-hand information on how to implement the strategies discussed through the webinar series.
Clarity 2 Prosperity regularly creates white papers on important financial planning topics, taking a deep dive into problems impacting our industry today and offers practical solutions for how to proactively make adjustments to your business to mitigate the negative and maximize on the opportunity.
Client Education Tools
Clarity 2 Prosperity takes an active role in educating consumers nationwide about important financial concepts and strategies. To use any of these video resources in your efforts to educate your clients and community, please send a request for the usage instructions: