We are a business development company for top financial advisors determined to enrich the lives of their clients through proven turnkey processes. We are looking for financial advisors who are in active growth mode and want to break through to the next level of business success.
At Clarity 2 Prosperity, we educate, train, grow, and support holistic financial advisors. This includes incorporating proven processes that will convert more business and protect them from litigation, all while building strong relationships with other top advisors. We also help advisors build a self-sustaining model to allow them to have more time in their personal life. This is how we get them there:
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 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 financial planning and increase your closing ratio.
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, whatever you determine that to be. Our processes and procedures help protect you as a fiduciary and serve as a strong foundation to continue the growth of your business.
We provide the synergies necessary to thrive as a financial professional. We help good advisors become great through coaching, training and proven processes.
Clarity 2 Prosperity offers a range of live, on-demand and virtual training resources to financial advisors and institutions—regardless of your RIA, IMO, B/D or other affiliations.
Get in touch with Clarity 2 Prosperity today to learn more about working with our team and to stay up to date on upcoming financial advisor training courses and events.
"My first words and thoughts when I think of how C2P has helped me as well as my business is, 'C2P has a process for that!' I never leave a C2P training session that I do not apply at least one or more strategies to use in my own practice immediately."
"C2P offers marketing processes that not only create eager prospects, they build a business. Before working with C2P, all my marketing was very expensive - usually close to $100,000 per year. Now with the C2P processes, I actually have a strong ROI and see more qualified prospects than ever! They have helped turn my expensive marketing into a profit center."
"After leaving an Insurance based Broker Dealer for 27 years I thought the transition would have been a nightmare, Clarity 2 Prosperity has not only made the transition easy, but the support and responsiveness from the team is far more than what we could have asked for. I feel that I’m with a firm that cares about me, my team and my clients. Priceless!!!"
