Live Training & Events

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 one-day training is designed to expand your business by adding tax planning services to your business offerings. >Learn More

Monetize your wisdom as a holistic planner by charging planning fees with this comprehensive 4-step client engagement process. >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

A Complimentary Holistic Financial Planning Training Series For Advisors

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

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Learn how top advisors are using proven processes to improve their work-life balance and grow their financial practice!

 

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