Best-selling Retirement Planning Book Now Available to Travelers Across the Country Cleveland – October 3, 2017 – Jason L Smith, a nationally-acclaimed speaker, financial planner, author, coach, and entrepreneur now has his new best-selling book, “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement” available in Hudson ...
New Entity Offers Access to Comprehensive Training, Coaching and Turnkey Processes to Industry Cleveland, Ohio - March 16, 2017 - Clarity 2 Prosperity announces the launch of its fee-only training organization. This new entity offers financial advisors access to comprehensive training, coaching and mentoring as well as turnkey financial planning, innovative operations ...
For advisors who want to thrive post-DOL December 6-8 in Las Vegas, Nevada WHAT: This Holistic Advisor Academy is a 1.5-day educational event designed for advisors who want to thrive post-DOL. Attendees will learn how to "DOL-Proof" their sales and planning processes, revenue and businesses as a whole. With ...
Index ProtectorSM 7 is a new product for the investment advisory channel that provides additional portfolio diversification options for investment advisors and their clients Cleveland, Ohio – September 20, 2016 -- Sister companies, Clarity 2 Prosperity (C2P), the coaching and insurance division, and Prosperity Capital Advisors (PCA), an SEC Registered ...
The overwhelming growth trend of independent RIAs and dually licensed firms continues to be an undeniable force in the financial industry. Read Full Article
Financial Planning Organization Collecting Shoes to Help Fight Against Global Poverty Cleveland, Ohio – February 25, 2015 – Clarity 2 Prosperity and Prosperity Capital Advisors, national financial planning organizations with offices throughout the country, has partnered with Soles4Souls, an international non-profit organization dedicated to fighting global poverty, for a national ...
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