Build A Holistic Business & Reach New Levels Of Success

What Is The Mastermind Group?

The Mastermind Group is an elite group of high-performing advisors who collaborate to share their successes with each other and grow their businesses together. As a Mastermind member, you have unrestricted access to Clarity 2 Prosperity’s robust training, tools and resources, coaching, and ongoing support, enabling you to take your business as far as you want to go!

Why Top Advisors Join The Mastermind Group

  1. Live Training Events
  2. Business Partnerships
  3. Unlimited e-Learning Access
  4. Mentorship Opportunities
  5. And More

Live Training Events

Mastermind Group members regularly receive interactive, small group training led by other advisors, plus an invitation to the semiannual Mastermind Collegiums. The Collegium is an advisor-driven forum of learning and collaboration through panels, breakout sessions, round table discussions, and more.

  • The Bucket Plan® 1.0 Best Interest Process live training to earn The Bucket Plan Certification – Demonstrate your commitment to this asset positioning strategy by earning and displaying your certification!
  • The Bucket Plan 2.0 Holistic Planning Process live training – You’ve mastered The Bucket Plan 1.0 – Learn how to add value to your services by developing more complex plans and charging fees.
  • Model office experiences – We test all our processes at length in our model offices before rolling them out to you.  We open these offices to our Mastermind members so they can see the processes at work in real time!
  • The Tax Practice Builder annual training – A tax practice is a proven way to expand your client base and increase your revenue stream. Learn how to start one at this valuable training session!

Business Partnerships

At Clarity 2 Prosperity, we are as involved as you want us to be, helping you build successful, process-driven businesses that can operate independently of your day-to-day involvement, while putting a succession plan in place for the long term. We’ll help you define your vision and then create the steps you need to accomplish your family, professional, and personal goals – all while you achieve a work-life balance.

  • One-to-one coaching
  • Our exclusive MentorCONNECT platform to engage with industry specialists
  • Practice management
  • Profitable new business lines
  • Marketing processes focused on net profitability

Unlimited e-Learning Access

Gain access to the turnkey processes available on the e-Learning platform, including 21 financial planning, marketing and operations processes; supporting audio recordings, videos, scripts, checklists, flowcharts and more, all divided into simple steps for easy implementation.


Mentoring Opportunities

There is a mentoring opportunity within the Mastermind Group for highly successful advisors who want to share their expertise with advisors wanting to reach similar successes. This allows them to not only give back to the industry overall, but to have an impact on the company’s overarching mission to simplify the financial planning process and improve the financial lives of American families nationwide.

And More

Access to :

  • Webinars
  • Podcasts
  • White Papers
  • Client Educational Tools

Qualify & Join The Mastermind Group Today

Contact us to find out more about the Mastermind Group and if you qualify to be a member.  This is your opportunity to influence the future of the financial industry!



Already a Mastermind member?  Visit the MentorCONNECT portal to view the full menu of program offerings, then contact your business development partner to create your account and schedule your first call!