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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Effective Communication in Today’s Environment

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 [...]

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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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EIDL Loans vs. PPP Loans: What You Need to Know

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 [...]

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Host Effective Virtual Meetings : Q & A

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 [...]

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3 Tips to Help Financial Advisors Convert More Clients

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 [...]

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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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The Attorney Advisor Alliance And How To Grow Your Firm

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 [...]

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The Cash Flow Analysis And Its Two Separate Levels

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 [...]

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