- Live Training
— WHAT YOU’LL LEARN —
Top advisors from Clarity 2 Prosperity are continuously identifying and adding new topics to help keep advisors competitive all while offering them proven processes to expand their service offerings and grow a self-sufficient, holistic advisory practice. Eat some free lunch and earn one free CE credit (free CE credit is for CFP®s and insurance licensed agents).
Learn proven sequence of returns risk tools to create the need for your retirement planning solutions by leveraging the design of a “Soon Bucket.”
Close more business by delivering sophisticated planning strategies through simplified messaging with The Bucket Plan®.
The Bucket Plan is based on a three-bucket philosophy of strategically positioning assets to plan for and mitigate the risks and dangers of the market that can occur during retirement.
"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!!!"