Clarity 2 Prosperity provides a number of coaching and mentoring opportunities to all affiliated advisors.

Advisors who are a part of The Path will have access to monthly group coaching calls to dive deeper into financial planning strategies on topics such as:

  • All 4 steps of Clarity 2 Prosperity – the holistic planning process
  • The Bucket Plan Best Interest Process
  • Soon bucket implementation
  • Later bucket implementation
  • The Pyramid of Risk
  • The Fact Finder and
  • The Family Estate Organizerâ„¢

Advisors who are a part of The Mastermind Group will have access to coaches and business development team members who work one-on-one with you to help establish business building goals and objectives and put a strategic action plan in place, meeting with you at your preferred weekly or monthly frequency, holding you accountable while encouraging you to maintain work-life balance.

  • One-on-one Mentoring
  • Mentoring with Industry Specialists
  • Group Coaching
  • Practice Management
  • Profitable New Business Lines
  • Marketing Processes Focused on Net Profitability