We’ve got a process for that!
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We’ve got a process for that!
An idea for growing your business is much different than a process from growing your business. An idea makes you work harder—you have to figure out how to implement it in your practice in order to make the idea work for you.
A process on the other hand is a step-by-step, detailed plan for action. An idea works best when it has been proven effective. A process can be developed for others to follow to help them achieve the same successful outcome.
At Clarity 2 Prosperity, we have 21 turnkey processes to grow, automate and enhance your practice. Each idea is developed, tested refined and proven successful before being distributed as an on-demand e-Learning course for you and your team.
For a sneak peek of these 21 turnkey financial planning, operational and marketing processes, complete the form below, or see these processes in action at an upcoming training!
The Bucket Plan® Best Interest Process
How do I create a best interest sales process?
How do I simplify planning for clients to easily understand?
How do I incorporate insurance, investments, and taxes into income planning for each phase of retirement?
CloseThe Holistic Planning Process
How can I get paid for my planning time?
How can I get prospects to look at me as a trusted consultant and not a salesperson?
How much money should I charge for my time, and what services should I offer?
CloseThe Family Estate Organizer™
How do I differentiate myself from every other advisor clients have worked with?
What’s the best takeaway to get prospects to set appointments at seminars?
How do I make sure 100 percent of the assets are on the table every time?
CloseThe Family Succession Plan
How do I retain assets as they pass to a surviving spouse or the next generation?
How do I tastefully establish relationships with beneficiaries?
How can I deliver new, value-added service to my existing clients?
CloseThe Teamwork Movement® Practice Management
How do I keep my team on the same page?
How do I hold my team members accountable?
How do I determine responsibilities for each employee?
CloseThe Revenue Resource Appointment Scheduler
How do I keep my calendar full of new appointments?
How do I train my marketing coordinator to schedule appointments consistently?
How do I ensure that I am getting the most out of my client base?
CloseThe Hiring Advantage
How do I find the right employees?
What should I ask during an interview?
Should I pre-screen a candidate before I meet with them face-to-face?
CloseThe Cash Flow Analyzer
How can I maximize revenue and minimize expenses?
How do I statically analyze my cash flow to run a profitable business?
How can I evaluate the rate of return on my team members and marketing expenses?
CloseThe Tax Practice Builder®
How do I add tax planning and preparation services to attract more affluent clients?
What is another profitable line of business I can add to my practice?
How do I secure hundreds of new first appointments every year?
CloseThe 10K Boomers A Day Opportunity®
How do I add Medicare planning to capitalize on the 10,000 Boomers turning 65 every day?
How can I hire a junior advisor and then flood him or her with new prospects and activity?
How do I add a profitable line of business that I don’t have to run and that generates new
financial services business?
The Ed Slott Outflow System
How do I leverage my membership with Ed Slott’s Elite IRA Advisor GroupSM?
How do I use “outflow” from the Ed Slott program?
How can I communicate on a regular basis with clients, prospects, centers of influence, and
media?
The Low-Cost Referral Builder
How do I drive more attendees to my seminars?
What are the best practices to convert more attendees to appointments?
How can I connect with groups and associations in my area?
CloseThe Holistic Planning Seminar
How do I communicate the value of holistic planning in a public seminar?
What is the psychology of delivering an effective seminar?
How do I differentiate myself from other advisors in a workshop environment?
CloseThe Perfect Storm Seminar
What are the emotional dynamics of an impactful seminar?
How do I communicate the complexity of the financial planning challenge today in terms my
audience can easily understand?
How can I tap into a proven, tested seminar system to amplify my marketing?
CloseThe Referral Experience™
Why do my clients say they love me, yet they don’t refer to me?
How can I find a comfortable way to consistently ask for referrals?
How do I build a referral culture within my practice?
CloseThe Social Security Consultant
Why does it seem impossible to book appointments with my workshop attendees?
Why is there such a disconnect between Social Security and income planning?
How do I turn these appointments into financial clients?
CloseReal Wealth® Weekly
How do I take a proactive, automated, educational approach to creating new business?
How can I show my clients and prospects that I’m on top of the market and current events
every week?
How do I reach those clients and prospects that prefer to listen instead of read?
CloseNGL Bottom Line Amplifier
How can I add even more value for my existing clients?
How can I easily make my annual reviews a source of new revenue?
How can I help protect my clients and their families from financial stress in a time of grief?
CloseAttorney Advisor Alliance
How do I get third-party endorsements?
What can I do to actually get referrals from the attorneys I refer business to?
How do I pick or get matched up with the “best” attorneys to network with?
CloseLinks 2 Success™ Golf Marketing
What’s an alternative to expensive seminars and direct mail?
How do I tap into the “affluent golfers over fifty” niche market?
How do I differentiate myself from all other steak dinner seminars?
CloseFood and Finance
What’s a non-threatening, non-sales-y way I can meet people my clients know?
How can I create relationships with my clients’ friends, colleagues, and family?
How can I offer my clients value-added continuing education at an extremely low cost in a
group setting?
An idea for growing your business is much different than a process from growing your business. An idea makes you work harder—you have to figure out how to implement it in your practice in order to make the idea work for you.
A process on the other hand is a step-by-step, detailed plan for action. An idea works best when it has been proven effective. A process can be developed for others to follow to help them achieve the same successful outcome.
At Clarity 2 Prosperity, we have 21 turnkey processes to grow, automate and enhance your practice. Each idea is developed, tested refined and proven successful before being distributed as an on-demand e-Learning course for you and your team.
For a sneak peek of these 21 turnkey financial planning, operational and marketing processes, complete the form below, or see these processes in action at an upcoming training!
"Before C2P, I was in constant search for: A repeatable process through I can provide value to my clients; a single platform through which I can provide both insurance and investment services; a community of like-minded peers through which I can learn from as well as contribute to; and a mentor that could help me put everything together. Needless to say, not only did I find what I was looking for, but C2P has expanded my thinking, and is helping me in ways that I never knew about."
"Since using The Bucket Plan® Best Interest Process, I have seen prospects that normally would not have come back for a second interview are now coming back. We have closed over $1m of new business in the last two months because of the tools and processes you have shown. C2P, you guys do an awesome job!"
"C2P offers marketing processes that not only create eager prospects, they build a business. Before working with C2P, all my marketing was very expensive - usually close to $100,000 per year. Now with the C2P processes, I actually make money and see more qualified prospects than ever! They have helped turn my expensive marketing into a profit center."