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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Effortlessly Build a Tax Practice in Less than 1 Year

The most successful advisors are always thinking about growth. As a business owner, growth can be divided into two primary categories: Find new prospects to whom you can sell your existing services, or Expand your services and sell more to your existing clients. You can accomplish both at the same time, without adding a lot [...]

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Comprehensive Planners & Transactional Advisors

The balance between simplicity and sophistication Historically, the financial services industry has been divided into two camps: transactional advisors and comprehensive planners. To maximize the success we have with our clients, there are important lessons and traits we can adopt from each. Transactional advisors: Transactional advisors act as specialists, helping their clients facilitate the purchase [...]

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2019 Tax Strategies: Increase Tax Savings

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 [...]

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The Soon Bucket Solutions Within The Bucket Plan®

When it comes to determining which investment product or strategies you are going to recommend in your client’s plan, advisors typically consider risk tolerance, time-horizon, and in some cases the tax qualification to arrive at a prudent recommendation. As a general rule of thumb, the longer the time horizon before the client may need or [...]

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Event Advisory

Be Fiduciary Event August 23-24, Chicago  The DOL Rule may be dead – but the best interest standard is here to stay WHAT: Be Fiduciary is a 2-day event designed to teach financial professionals the best practices and turnkey processes needed to Be Fiduciary. With the fiduciary standard here to stay, attendees will learn the curriculum [...]

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