— 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.
Are You Ready To Build A Top-Tier Independent Financial Advisory Firm?
The Most Powerful Bucket Planning Strategy in the Industry
Live Training To Help Advisors Increase Revenue Through Tax Planning
Elevate Your Success With Bucket Plan 2.0
The Premier Live Event For Top Advisors - This Is Where Masterminds Belong
"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!!!"