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Text Content

 * About
   * What Makes Us Different
   * Mission
   * The Bucket Plan Process
   * Bucket Plan Certified® Designation
 * Live Training
 * Solutions
   * Solutions
   * The Bucket Plan® for Financial Advisors
   * The Rainmaker Multiplier Division
   * $100 Million Club
   * Live Training
   * e-Learning
   * Mentoring
   * Coaching
 * Resources
   * Blogs
   * The Bucket Plan® On-Demand
   * The Rainmaker Multiplier On-Demand
   * A Woman’s Clarity
 * Team
   * Our Team
   * Join Our Team
 * Contact
 * Login
   * C2PCentral.com
   * C2PTraining.com
 * Search for:Search Button
   


ARE YOU READY TO GROW?

We are a business development company for top financial advisors determined to
enrich the lives of their clients through proven turnkey processes. We are
looking for financial advisors who are in active growth mode and want to break
through to the next level of business success.

Find Your Solution

‹›



FINANCIAL ADVISOR COACHING & PROGRAMS


YOUR PATH TO SUCCESS

At Clarity 2 Prosperity, we educate, train, grow, and support holistic financial
advisors. This includes incorporating proven processes that will convert more
business and protect them from litigation, all while building strong
relationships with other top advisors. We also help advisors build a
self-sustaining model to allow them to have more time in their personal life.
This is how we get them there:


THE RAINMAKER MULTIPLIER PROCESS

Use the Rainmaker Multiplier Process to start converting your firm to a
self-sustaining entity that runs efficiently with or without you there. When you
decide it’s time to bring on more “rainmakers” to increase your revenue, we’ll
give you access to our proven processes to build out your practice and increase
your net profit over gross while welcoming you to our community of fiduciaries!




THE BUCKET PLAN PROCESS

The Bucket Plan Process is an asset allocation system around which our company
is built. Advisors use this system to develop simple, holistic financial plans
that their clients will understand, increasing the likelihood that they will
implement their proposals. The Bucket Plan has been defined, refined, and tested
by our model offices, so it is now a set of proven processes that are easy to
duplicate and scale to the size of your business. When you complete the Bucket
Plan live training you will transform your business by having a process to
simplify holistic financial planning and increase your closing ratio.






TRAINING, MENTORSHIP AND COACHING

Imagine having a team of mentors and coaches that you can call on for anything
from increasing your office staff to allocating a client’s assets to the proper
buckets. You can be confident in knowing that advisors who have been in your
situation are more than happy to guide you and talk through different scenarios
to find the best solutions for your business and your clients. From mentorship
calls to personal coaching, we give you the tools you need to grow. Learn more
about our proven processes in person, come to one of our training events to see
how we can partner with you to help your business reach the next level of
success, whatever you determine that to be. Our processes and procedures help
protect you as a fiduciary and serve as a strong foundation to continue the
growth of your business.


WHAT OUR ADVISORS ARE SAYING

We provide the synergies necessary to thrive as a financial professional. We
help good advisors become great through coaching, training and proven processes.

‹›



FINANCIAL ADVISOR TRAINING

Clarity 2 Prosperity offers a range of live, on-demand and virtual training
resources to financial advisors and institutions—regardless of your RIA, IMO,
B/D or other affiliations.

learn more

learn more


LATEST BLOGS

“Days Can Be Sunny for Bunnies and Money” Now Available for Purchase

Read More

How to Turn Happy Clients into Your Best Referral Sources

Read More

Build Client Relationships with the Family Estate Organizer

Read More


CONTACT US

Get in touch with Clarity 2 Prosperity today to learn more about working with
our team and to stay up to date on upcoming financial advisor training courses
and events.

Let's Get Started


WHY ADVISORS LOVE C2P

"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!!!"

"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!!!"

"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."

‹›


Clarity 2 Prosperity
30400 Detroit Rd., Suite 201
Westlake, OH 44145

(888) 240-1923 • Info@Clarity2Prosperity.com

 * Careers
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Disclosure: For professional use only. Not for use by clients and prospective
clients. Any information or links offered on this website are believed to be
factual and up-to-date, but are not guaranteed and are subject to change.

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