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The Virtual Advisor

Past Seminars

Advisor Communication Workshop

Learn how to communicate effectively with your clients amid the pandemic and beyond during this interactive Communications and Messaging Workshop led by Apollo Lupescu of Dimensional Fund Advisors. Apollo will introduce four essential communication concepts to enhance your clarity and effectiveness when communicating to clients and will put the frameworks into action to provide you, the advisor, with ways to communicate with clients about the recent market upheaval.

Watch the recorded seminar here.

Solutions for Adapting to a Virtual Environment | 30 minutes

Learn how to keep your calendar full with appointments and utilize a multi-channel, hands-free social media nurturing tool to create meaningful digital touchpoints with clients and prospects.

Watch the recorded seminar here.

Clarity 2 Prosperity provides a wide variety of educational opportunities and resources to affiliated advisors and the financial industry as a whole.

eBooks

Clarity 2 Prosperity regularly publishes eBooks that provide tools for holistic advisors to grow their business. Click an eBook below to learn more and gain access to valuable insight.

Articles

Clarity 2 Prosperity regularly publishes articles on a variety of topics in the financial services industry. Click an article below to learn more.

Podcasts

Industry leading financial advisors, mentors and business leaders host and interview top industry experts and advisors on actionable financial planning strategies to grow your business and stay ahead of your competition. Listen to our Bucket Plan® and Rainmaker Multiplier On-Demand Series here!

Seminars

Clarity 2 Prosperity regularly hosts seminars on a timely and relevant topic affecting the financial services industry. Click a seminar below to access.

The Bucket Plan® On-Demand Series

The Rainmaker Multiplier On-Demand Series

Whiskey Wednesdays Fireside Chat

  • Watch week one here.
  • Watch week two here.
  • Watch week three here.
  • Watch week four here.
  • Watch week five here.
  • Watch week six here.
  • Watch week seven here.
  • Watch week eight here.
  • Watch week nine here.

Other Seminars