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 RAINMAKER MULTIPLIER
June 1-4, 2020 | Baltimore, Maryland
January 22-23, 2020 | Tampa, Florida
THE TAX MANAGEMENT JOURNEY
February 7, 2020 | Charlotte, NC
Offering financial planning, marketing and operations processes and training for a fee—regardless of your RIA, IMO, B/D or other affiliations.
