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ADVISOR SOLUTIONS

Many of our advisors come for the processes and stay for the people. They believe that nowhere else will they find the support and networking that they experience at our events. Since many have small practices or are the “only game in town”, they don’t have anyone to talk to about business ideas and growth plans. Having a community of like-minded advisors readily available to talk shop is an immeasurable benefit to our training and live events.

Imagine having a team of mentors and coaches that you can call on for anything from increasing your office staff to allocating a client’s assets to the proper buckets. You can be confident in knowing that advisors who have been in your situation are more than happy to guide you and talk through different scenarios to find the best solutions for your business and your clients. From mentorship calls to personal coaching, we give you the tools you need to grow.

Are you ready for growth and open to rebuilding the financial services that you provide your clients? If you want to learn about proven processes that work, come to one of our training events to see how we can partner with you to help your business reach the next level of success, whatever you determine that to be. Our processes and procedures help protect you as a fiduciary and serve as a strong foundation to continue the growth of your business.

 

STRATEGIC SOLUTIONS THAT FUEL BUSINESS GROWTH FOR FINANCIAL ADVISORS

When you’ve worked with as many financial advisors as we have, you get a good idea of what they need to do their jobs efficiently and well. With Clarity 2 Prosperity, you gain access to a host of solutions and benefits that address the issues you are experiencing – including those you may not even know you have! These solutions are proven to help top advisors streamline processes and grow a self-sustaining financial practice.

Here are some of the ways we help advisors just like you grow their financial services business:

 

The Bucket Plan® Division

A proven, turnkey financial planning process for holistically gathering data, documenting findings, and delivering asset-positioning strategies in your client’s best interests. Gain access to live training and events, certifications, monthly on-demand programs, and e-learning resources.

 

 

The Rainmaker Multiplier Division

An exclusive group of advisors with similar business-building objectives to learn, share and grow their businesses together. Gain unrestricted access to Clarity 2 Prosperity’s robust training, tools and resources, collaboration opportunities, coaching and ongoing support.

 

 

$100 Million Club

An exclusive group of high-performing advisors with the share objective to grow each of their practices to $100 million in new assets within one to five years. Discuss a wide range of topics and benefit from the collaboration of successful and driven professionals.

 

Live training

Includes: Semi-annual Mastermind Collegium (for The Rainmaker Multiplier Division members); The Bucket Plan®0 Best Interest Process live training (To earn The Bucket Plan Certification); The Bucket Plan®2.0 Holistic Planning Process live training; Rainmaker Multiplier training; Model office experiences; Carrier office training; and The Tax Practice Builder annual training.

 

 

E-Learning

An E-Learning platform that includes 21 financial planning, marketing and operations processes divided into simple steps for implementation. Plus, gain online access to supporting audio recordings, videos, scripts, checklists, flowcharts, and more.

 

 

 

Mentoring

The Rainmaker Multiplier Division members have access to MentorCONNECT, a team of mentors who are at the top of their profession and available to help advisors trying to take their businesses to the next level.

 

 

 

Coaching

From the On-Demand series of white papers, webinars and podcasts to group coaching and one-to-one sessions with industry experts, we offer coaching to meet the needs of growth-minded financial advisors.

 

 

 

You can access Clarity 2 Prosperity turnkey training resources through our fee-only programs (The Bucket Plan® Division or The Rainmaker Multiplier Division), or through an arrangement with a qualified corporate entity such as your broker-dealer, IMO or RIA.

Ready, Set, Transform

Schedule a call today and discover how other elite advisors are transforming their financial practice and reaching new heights of business success with our advisor solutions. Begin your transformation today and join them!

 

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