Build A Holistic Plan

What is The Path & Why Do You Need It

As an investment advisor, financial planner, or insurance professional, are you looking for proven, turnkey, best interest financial planning processes?  If so, The Path is for you.  As a member of The Path, you can benefit from the collective wisdom of the Mastermind Group, but solely in the realm of financial planning. This allows you to expand your offerings and capabilities to create a holistic planning experience for your clients; plus, it provides you with the best interest planning processes you need to gather relevant data, document findings, and deliver asset positioning strategies in your clients’ best interest. This is a great place to start for advisors interested in creating a holistic, best interest sales process.

As a member of The Path, you can access

1. Live Training Events Attend regular live training events to learn, role play, discuss and implement the core financial planning processes with confidence

  • 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

2. Bucket Plan On-Demand webinars, podcasts and blogs about topics

  • All four 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! 

3. e-Learning

 

Whether you are bringing on an associate advisor, hiring a new employee or brushing up on any of our turnkey processes, we provide on-demand training resources through our university-style online e-Learning platform for your convenience. Each process is broken down into modules all divided into simple steps for easy implementation. Depending on the topic, they may also include:

  • Audio recordings
  • Videos
  • Scripts
  • Checklists
  • Flowcharts and more

4. And more

  • Webinars
  • Podcasts
  • White papers
  • Client education tools

How Can You Or An Associate Advisor Gain Access to Clarity 2 Prosperity’s Turnkey Training Resources?

Advisors can access Clarity 2 Prosperity’s turnkey training resources through our fee-only programs (The Path or The Mastermind Group), or through an arrangement with a qualified corporate entity such as your broker-dealer, IMO, RIA or other affiliations.

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