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Articles by: C2P

The Teamwork Movement

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“Days Can Be Sunny for Bunnies and Money” Now Available for Purchase

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 “Days Can Be Sunny for Bunnies and Money” Now Available for Purchase

 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 [...]

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How to Turn Happy Clients into Your Best Referral Sources

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 [...]

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3 Signs It’s Time to Hire Your Next Rainmaker

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 [...]

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Client Retention Strategies for Financial Advisors

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 [...]

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5 Things Clients Look for in a Financial Advisor

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, [...]

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Delivering Successful Virtual Seminars

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 [...]

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Whole Life as an Asset Class Alternative

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 [...]

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Clarity 2 Prosperity Innovation Award Finalist

Clarity 2 Prosperity Named as a Finalist for 2020 InvestmentNews Innovation Awards

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 [...]

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2019 Tax Strategies: Increase Tax Savings

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.

Health Savings Account:

In many cases, [...]

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