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 [...]

Continue Reading

Clarity 2 Prosperity Announces Fee-Only Training Organization to Financial Advisors and Institutions

New Entity Offers Access to Comprehensive Training, Coaching and Turnkey Processes to Industry Cleveland, Ohio – March 16, 2017  – Clarity 2 Prosperity announces the launch of its fee-only training organization. This new entity offers financial advisors access to comprehensive training, coaching and mentoring as well as turnkey financial planning, innovative operations and marketing processes. These valuable [...]

Continue Reading

EVENT ADVISORY: HOLISTIC ADVISOR ACADEMY—DOL EDITION

For advisors who want to thrive post-DOL December 6-8 in Las Vegas, Nevada WHAT:     This Holistic Advisor Academy is a 1.5-day educational event designed for advisors who want to thrive post-DOL. Attendees will learn how to “DOL-Proof” their sales and planning processes, revenue and businesses as a whole. With the greatest legislative change in [...]

Continue Reading

Life Health Pro: “Set yourself apart”

At the beginning of my career, a big mistake I made for quite a long time was being just like everybody else. There was nothing unique I did as a broker. Differentiating yourself can be the key to standing out and creating a strong and loyal client base. Read Full Article

Continue Reading