Training Programs, Tools, and Education for Financial Advisors
Clarity 2 Prosperity Training & Coaching for Financial Advisors
Clarity 2 Prosperity (Clarity) is a financial training, coaching, and IP development organization.
We offer financial advisors like you turnkey financial planning, practice management, and marketing processes. Our mission is to help you shift from having a transactional mindset to becoming a holistic planner.
Holistic advisors offer best-interest advice by coordinating all areas of your clients’ financial lives, from investments to retirement income.
Investments
Insurance
Taxes
Estate
Social Security
Retirement income
Healthcare planning
Clarity 2 Prosperity’s Financial Advisor Educational Resources
At Clarity, we provide solutions that address the challenges you face, including ones you may not yet be aware of. These solutions help you streamline your advisory processes and grow a self-sustaining financial practice.
Process-Driven Growth for Financial Planning Professionals
We offer a wealth of financial planning courses designed for your firm’s ongoing growth.
The Bucket Plan® Process
The Bucket Plan Process® is an asset allocation system built around developing simple, holistic financial plans your clients will understand. Their understanding increases the likelihood of implementing proposals.
Our model offices have defined, refined, and tested The Bucket Plan®, producing a set of proven processes that are easy to replicate no matter the size or scale of your business. You’ll learn how to simplify holistic planning and increase your closing ratio.
The Rainmaker Multiplier Process
The Rainmaker Multiplier Process helps you convert your firm into a self-sustaining entity that runs efficiently, with or without you there.
When you’re ready to increase your revenue and build your practice, we give you access to our proven rainmaker processes to help grow net profit over gross.
The Tax Management Journey®
This two-day tax planning training course gives you the marketing tools and strategies to attract and convert more clients in the $1 million to $5 million demographic.
Current and potential clients need help with tax planning strategies. By offering these services, you can increase revenue for both your clients and your firm.
After attending The Tax Management Journey®, you can confidently engage in tax planning with your prospects and clients integrating tax, financial, investment, and insurance into one comprehensive plan.
Work With Prosperity Capital Advisors
At Prosperity Capital Advisors, we provide you and your team members with a group of mentors you can call on for anything, from increasing office staff to allocating a client’s assets to the right buckets.
Your mentors have been in your situation before, and they’re happy to guide you through different scenarios to find the best solution for everyone involved.
From financial advisor educational resources to one-on-one coaching, we give you the tools you need to grow.
Other Training Resources
- Learning management system (LMS)
- Live & digital training events
- Continuing education courses, including e-learning
- On-demand seminars and podcasts
- News & articles by real financial advisors
Gain Access to Clarity 2 Prosperity’s Resource Library
If you’re an independent financial advisor searching for resources to provide your clients with holistic financial plans, we’re here. We also offer a support system of like-minded advisors.
Tap into planning tools and training to help you every step of the way. Here’s a sample:
- The Bucket Plan® holistic planning process
- The Tax Management Journey®
- The Teamwork Movement
Our process-driven approach gives you the tools you need to create coordinated, holistic financial plans that consider every dimension of your clients’ financial lives: investments, tax, retirement, and beyond.
Visit the Clarity 2 Prosperity website to learn more about how to access our turnkey training resources, or schedule a call today.
