Clarity 2 Prosperity provides financial planning training programs and proven, turnkey processes to help advisors shift their focus away from selling financial products to providing holistic, best interest advice.
Our financial planning training, coaching and IP development organization is led by financial advisors, coaches and business leaders who are committed to taking a holistic approach to advising.
We’ve got a book for that!
• Simplify planning for clients to understand?
• Provide best interest documentation for your planning process?
• Reduce the three biggest dangers in retirement?
Now Available On:
Upcoming Training Opportunities
THE TAX MANAGEMENT JOURNEY
October 4, 2019 | Westlake, Ohio
BE FIDUCIARY
October 29-30, 2019 | Pittsburgh, PA
THE RAINMAKER MULTIPLIER
December 10-11, 2019 | Tampa, Florida
Offering financial planning, marketing and operations processes and training for a fee—regardless of your RIA, IMO, B/D or other affiliations.
