At Clarity 2 Prosperity, we’ve gone to great lengths to develop turnkey processes designed to automate, enhance and grow your financial advisory practice. These on-demand, university-style e-Learning courses are a continuation of what you learn in live training, but are all-inclusive for you or your staff to access whenever needed.

Advisors who are a part of The Path will have access to the financial planning processes and tools included within the program, and advisors who are a part of The Mastermind Group will have on-demand access to all 21 turnkey processes for financial planning, operations and marketing.

All courses come with:

  • Instructional audio recordings,
  • Videos
  • Scripts
  • Flowcharts
  • And more!

All divided into simple steps for easy and effective implementation.

The e-Learning platform is constantly updated with new information and tools, keeping you in the know and ahead of the curve. Whether you want to freshen up on a planning strategy as you prepare for a meeting, need interview tools when hiring a new office associate or want to access proven marketing materials for your next prospect event, it’s all available to you at your fingertips.

Plus, with a unique user log-in, the e-Learning platform always remembers where you’ve been, and where you left off on any of your ongoing study so you can easily pick back up at your convenience to review and refresh time and time again.