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 Organizer™
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