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!
Upcoming Training Opportunities
THE TAX MANAGEMENT JOURNEY
October 4, 2019 | Westlake, Ohio
October 29-30, 2019 | Pittsburgh, PA
December 10-11, 2019 | Tampa, Florida
We've got processes for all of that... and more!
Offering financial planning, marketing and operations processes and training for a fee—regardless of your RIA, IMO, B/D or other affiliations.
Ready to get the hands-on training, education and resources needed to improve the lives of American families through holistic financial planning while focusing on your net profitability and work-life balance? Contact us today to learn more about getting started today!