Turnkey Processes Designed To Automate, Enhance &  Grow Your Financial Advisory Practice

At Clarity 2 Prosperity, we’ve gone to great lengths to develop turnkey processes designed to automate, enhance and grow your financial advisory practice. These on-demand, university-style e-Learning courses are a continuation of what you learn in live training, but are all-inclusive for you or your staff to access whenever needed.

Advisors who are a part of The Path  or the The Mastermind Group have 24/7 on-demand access to the financial planning processes and tools built around the 21 turkey processes. C2P Training is the go-to place to access coursework, documents, updates, information, marketing materials and forms.

Courses are divided into simple steps for easy and effective implementation. Resources include:

  • Instructional audio recordings,
  • Videos
  • Scripts
  • Flowcharts

The e-Learning platform is consistently updated with new information and tools, keeping you in the know and ahead of the curve. Whether you want to freshen up on a planning strategy as you prepare for a meeting, need interview tools when hiring a new office associate or want to access proven marketing materials for your next prospect event, it’s all available to you at your fingertips.

Plus, with a unique user login, the e-Learning platform always remembers where you’ve been, and where you left off on any of your ongoing courses so you can easily pick back up at your convenience.

 

Let’s Chat

Discover how top advisors from across the globe are utilizing Clarity 2 Prosperity’s e-Learning to automate, enhance and grow their financial advisory practice.

 

Schedule A Discovery Call!