What does success mean to you? Is it growing your client base? Expanding your reach? Offering more services? At Clarity 2 Prosperity, we provide a broad selection of live, on-demand, and virtual training resources that cover everything from proven and repeatable turnkey processes for best interest financial planning and documentation to marketing strategies and operations systems. We’ve already done all the work and research, so you can focus on achieving success – however you define it.
Build a top-tier independent financial advisory firm and get the education and processes to become a better advisor, leader and business owner. >Learn More
When you complete The Bucket Plan live training you will transform your business by having a process to simplify holistic planning, increase your closing ratio and easily duplicate and scale to your business. >Learn More
This invite-only event is for Clarity 2 Prosperity's Mastermind advisors. These top advisors come together twice a year to learn and grow from the successes and failures of their fellow advisors. We have serious breakthroughs and serious fun. >Learn More
Top advisors share how to implement a holistic financial planning service at their financial firm. Each one-hour training session provides CFP®s and insurance licensed agents with one free hour of CE credit. >Learn More
"My first words and thoughts when I think of how C2P has helped me as well as my business is, 'C2P has a process for that!' I never leave a C2P training session that I do not apply at least one or more strategies to use in my own practice immediately."
"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 have a strong ROI and see more qualified prospects than ever! They have helped turn my expensive marketing into a profit center."
"After leaving an Insurance based Broker Dealer for 27 years I thought the transition would have been a nightmare, Clarity 2 Prosperity has not only made the transition easy, but the support and responsiveness from the team is far more than what we could have asked for. I feel that I’m with a firm that cares about me, my team and my clients. Priceless!!!"