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 The children’s book is inspired by Clarity 2 Prosperity’s signature financial planning process and the bestselling book, “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement”
Cleveland [...]
Are you nervous about asking your clients for referrals? Does it make you feel uncomfortable or pushy to approach the subject?
What if we told you there was a process to get your clients telling you if they’d like to make a referral? No more nerves; no more uneasiness.
In our latest episode of the [...]
You have probably heard the term “rainmaker” thrown around before when discussing sales or growth with other advisory firms, but what is a “rainmaker?”
Often, a rainmaker is an advisor who is brought into a firm to secure more clients and/or increase the company’s overall revenue. Looking around at your current team, you probably already [...]
How often have we heard the expression, “Clients are the lifeblood of the business, treat them well and they will take care of you.” Odds are, every one of us has heard it at some point in our financial advising career, either from a manager or on our favorite podcast.
As cliché as this saying [...]
Choosing the right financial advisor is a big decision for investors looking for someone they can trust with their money. They want someone who will look out for their best interest and guide them to solutions that will yield high dividends.
As a financial advisor, you know you’re the best person for the job. But, [...]
In this virtual environment, advisors are having to adapt to delivering their services online. From short informational videos to live webinars and educational seminars, advisors need to prepare for success doing things in a new way.
In a recent episode of the Rainmaker Multiplier On-Demand Series, host Jason L Smith sits down with his [...]
During the Coronavirus pandemic, most advisors find themselves stuck at home, looking for ways to continue operating their businesses in both a defensive and an offensive manner. One of the ways advisors can operate in an offensive manner right now is reaching out to current clients and prospects to share strategies with them that maybe [...]
Training Organization Recognized for its Industry Contributions in Practice Management
February 5, 2020 – New York – Clarity 2 Prosperity (C2P), a financial training and coaching organization led by financial advisors, coaches, mentors [...]
The 2018 tax preparation season is upon us, meaning that it is also time to review the new tax laws and start developing tax strategies for taking advantage of them in 2019. Below are eight ideas that can be implemented immediately to help increase tax savings next year.
In many cases, [...]