Clarity 2 Prosperity is a financial training, coaching and IP development organization led by financial advisors, coaches, mentors and business leaders committed to simplifying the financial planning process and improving the financial lives of American families. Its mission is to help advisors shift their mindset and planning process from a transactional approach to that of holistic planners and service providers, coordinating all areas of their clients’​ financial lives, including insurance, investments, taxes, legal issues, Social Security, and Medicare. The foundation of the training, processes, and resources is based on the philosophy of collective wisdom from a mastermind group, in which like-minded advisors learn, share, and grow their businesses together. New business-building ideas are continuously tested in model offices; once they are proven successful, scalable, and repeatable, they are packaged into turnkey processes and added to an innovative, university-style e-Learning platform for advisors and their teams to implement effectively.

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  • Monday09:00 AM - 05:00 PM
  • Tuesday09:00 AM - 05:00 PM
  • Wednesday09:00 AM - 05:00 PM
  • Thursday09:00 AM - 05:00 PM
  • Friday09:00 AM - 05:00 PM
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