Bucket planning is about more than just bucketing. But what exactly does “bucketing” mean to advisors, and how does it differ from bucket planning?
In a recent episode of The Bucket Plan On-Demand Series Podcast, Jason and Dave sat down with retirement expert, Jamie Hopkins, to discuss the intricacies of a holistic bucket [...]
Do you have big aspirations for your firm’s growth? Do you want to bring in $100 million in new assets in one year?
It was during a strategic coach class on Dan Sullivan’s concept of “Who Not How,” that CEO and Founder of Clarity 2 Prosperity, Jason Smith, decided to create a group of [...]
A common theme for advisors working in today’s environment is that client outreach is key right now. Whether it be an annual review, an unscheduled call to discuss new opportunities or just a personal check-in, advisors should be reaching out proactively. Clients need information and education now, more than ever, and likewise advisors should be [...]
As advisors try to play offensively in a virtual environment, they need to be looking for cross-selling opportunities with both new and existing clients. One product that advisors should make sure to discuss with clients is Short-Term Home Health Care Insurance, through Guarantee Trust Life (GTL).
GTL’s Short-Term Home Health Care fits especially nicely [...]
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 [...]
There is an incredible amount of uncertainty surrounding the Federal disaster relief efforts available to small businesses today. The Government was forced to move quickly and attempt to provide capital, and the side-effect is disorganization and misinformation amongst business owners.
The most frequent question we have received from our advisors is “which loan is [...]
Considering the current climate of not physically meeting clients due to the Coronavirus, how can we adapt the situation? How can we meet with new prospects, new clients, get new business in the door, and continue to deliver a good experience to our existing clients without meeting with them face-to-face?
Q: Do many clients and [...]
Are you on target to meet your new business goal? Are you getting prospects in the door, but having trouble converting? Curious what other advisors are doing to increase their conversion rates? Here are three tips that can help you close more business.
You have held several meetings with your prospect or client, gathering their [...]
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 and business leaders, has been named one [...]
Enhance Your Attorney Advisor Alliance To Double Your Marketing
The industry is shifting, and today’s consumer is looking for their professionals to communicate, collaborate, and coordinate all aspects of their financial and estate plans. The silo approach of visiting a financial services professional, an attorney, an insurance agent, and a tax professional is becoming an [...]
Let’s just put it out there – almost no one, including advisors, enjoys going through the process of putting together a full budget. Budgets can end up being inaccurate as well as time-consuming, and they often provide little actual value to the consumer. However, you still need to know your client’s cash flow as [...]