Elite Advisor Coaching Transforms Your Practice
The Path
Advisors who are members of The Path have access to the Bucket Plan® On-Demand series of webinars, podcasts and white papers. These will help you dive deeper into financial planning strategies with topics such as:
- All 4 steps of Clarity 2 Prosperity – the holistic planning process – How does it all work?
- The Bucket Plan Best Interest Process – Learn to document your work in the best interest of your client.
- Soon bucket and Later bucket implementation – What is the difference and where do they fit in a retirement plan?
- The Pyramid of Risk – How comfortable is your client with the effect of stock market fluctuations on their investments?
- The Fact Finder – Establish your client’s goals and objectives.
- The Family Estate Organizer™ – Gathers all your client’s financial information in one place!
The Mastermind Group
Advisors in the Mastermind Group have access to both the Bucket Plan On-Demand series and Rainmaker Multiplier On-Demand series. Business development specialists and other team members will work one-on-one with you to establish business-building goals and objectives and develop a strategic action plan to get you there. They hold you accountable while encouraging you to maintain a work-life balance. You also receive:
- One-on-one 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 learn how Clarity 2 Prosperity’s coaching program can help you transform your financial practice and reach new heights of business success. You can become our next success story!