Clarity 2 Prosperity provides a number of coaching and mentoring opportunities to all affiliated advisors.

Elite Advisor Coaching | Transform Your Practice

Advisors who are a part of The Path will have access to on-demand series of webinars, podcasts and white papers. These will help you to dive deeper into financial planning strategies on topics such as:

  • All 4 steps of Clarity 2 Prosperity – the holistic planning process
  • The Bucket Plan Best Interest Process
  • Soon bucket implementation
  • Later bucket implementation
  • The Pyramid of Risk
  • The Fact Finder and
  • The Family Estate Organizerâ„¢

Advisors who are a part of the Mastermind Group will have access to the on-demand series as well as coaches and business development team members. Coaches and team members will work one-on-one with you to help establish business building goals and objectives and put a strategic action plan in place, meeting with you at your preferred weekly or monthly frequency. They hold you accountable while encouraging you to maintain work-life balance.

  • One-on-one Mentoring
  • Mentoring with Industry Specialists
  • Group Coaching
  • Practice Management
  • Profitable New Business Lines
  • Marketing Processes Focused on Net Profitability

Let’s Talk

Schedule a call today and discover how other elite advisors are transforming their financial practice and reaching new heights of business success with our proven processes, training, coaching and mentoring and how you can join them!