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Elite Advisor Coaching Transforms Your Practice

Clarity 2 Prosperity provides coaching for advisors who want to grow their advisory practice—whether that means earning new business, strengthening your current client relationships, or hiring your next rainmaker.

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FINANCIAL ADVISOR COACHING PROGRAMS

Clarity 2 Prosperity provides coaching opportunities to all of our affiliated advisors. We offer the following two coaching programs for financial advisors:

 

The Bucket Plan® Division

Advisors who are members of The Bucket Plan Division 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 Rainmaker Multiplier Division

Advisors in The Rainmaker Multiplier Division 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

WHY WORK WITH A COACH

There’s never a wrong time to seek additional help from someone who will hold you accountable and isn’t afraid to call it like they see it. In fact, it will be much more challenging for you to accomplish your goals without a clear path forward and someone by your side, coaching you along the way.

When you work with our elite advisor coaches, you can expect to:

  • Get out of your comfort zone – Markets, technologies, and tools are continually evolving. Allow us to improve upon your existing skill sets as well as introduce you to new markets and ideas.
  • Gain unparalleled insight – You can count on our elite coaches to give you their unfiltered, professional opinion when it comes to running your practice.
  • Adapt proven processes – Follow our proven and repeatable turnkey processes for best interest financial planning and documentation, marketing strategies, and operations systems.
  • Be held accountable – Managing your own firm can be challenging, especially when you have no one to hold you accountable but yourself. Our coaches will help keep you on track with meeting your goals.
  • Better serve your clients – Leave a lasting impact on your clients by delivering better asset-positioning strategies in their best interests.
    Grow your business – Whether your goal is to expand your client base or offer more services, we’ll help you achieve success, however you define it.

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!

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