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 and business leaders, has been named one of three finalists [...]

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Double Your Retirement Planning Closing Ratio

Individuals seek out financial guidance when they have major life changing events. Expecting a child, buying a dream home, funding a college education, and – the most substantial of all – preparing to retire. The retirement planning market is enormous, with over 10,000 baby boomers turning 65 every single day. While the opportunity is large, [...]

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Renting Versus Owning a Tax Practice

A proven way to grow your existing financial services business is to add a tax practice. Preparing taxes and providing tax advice is probably the biggest opportunity that financial planners have today. In most cases, clients regard taxes as their largest expense, and they are uncertain about the financial landscape and the best way to [...]

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Multiply Your Time by Transitioning Relationships

You’ve been building your book of business as a financial advisor, carefully adding more clients and watching your revenue grow. And then it happens – you realize there just aren’t enough hours in the day to not only maintain your current client base but continue to grow it. What do you do now? Normally the [...]

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An Advisor’s Guide to Writing an Effective Call to Action

One of the most frustrating aspects of working with prospects or publishing articles is the lack of interaction. As an advisor, you can spend a good deal of time answering questions and providing insight, but weeks will go by and many readers never call your office or add themselves to your mailing list. To mitigate [...]

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Optimize Your LinkedIn Page & Attract More Prospects

LinkedIn is without a doubt one of the most powerful social media tools we have in terms of growing a client base – it’s 277% more efficient in generating leads than Facebook or Twitter. It can be daunting to use, as 260 million people regularly browse the website, standing out amongst the crowd seems impossible. [...]

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9 Tips to Build an Effective Marketing Plan

Do you want to expand your reach and grow your client base? Or do you need focus on specific demographics in order to increase your prospect to client ratio? It might be time to develop and implement a targeted marketing plan to help you reach those objectives. Writing a marketing plan can be a daunting [...]

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3 Ways to Reduce Stress and Increase Revenue for Your Firm

Both investors and their advisors are feeling more stressed than they were five years ago, according to a recent study by the Financial Planning Association. Added to which, advisors are even more stressed than their investors.  71% of financial advisors consider themselves moderately to highly-stressed, compared to 64% of investors. Fee compression, shrinking margins and [...]

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Best Interest Advice Requires a Best Interest Process

In early May 2019, Alexander Acosta, the Department of Labor Secretary, stated that the DOL is working with the SEC to resurrect the fiduciary rule. This is not a surprise to those of us who follow this ever-changing proposed legislation. As advisors, we know a best interest standard is a good thing, but what does [...]

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Seven Ways a Mastermind Group Can Boost Your Business

What exactly is a Mastermind Group, and why can it be beneficial to your practice?  As a group of like-minded individuals who can exchange ideas and support each other’s plans, a Mastermind Group should have the following three attributes: It must be friendly It must be growth-oriented It must be willing to share information among [...]

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7 Ways a Mastermind Group Can Grow Your Business

A Mastermind Group can be a powerful tool to help you network, learn, grow and create opportunities within your financial business. Uncover the solutions by viewing our infographic and for a complete overview download the whitepaper below. Delve into the seven ways by downloading the whitepaper below. 

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