PRACTICE MANAGEMENT FINALISTS

Innovation Firm

Clarity 2 Prosperity

Clarity 2 Prosperity offers advisers resources and training to automate and grow their firms — allowing them to better compete against advisers at large financial advice firms. C2P’s training processes for holistic planners, created by advisers for advisers, covers topics ranging from social security and tax strategy to comprehensive training on how to build a successful financial advice firm. As firms grow, C2P’s standardized training helps them attract and retain top talent by equipping new advisers with processes that can be applied immediately and ensure that firm clients receive consistent, comprehensive and personalized financial planning.

“We are a learning company in the financial service industry which makes us unique,” said Jason Smith founder, C2P. “We really specialize in the transfer of knowledge and empower independent advisers to actually be able to take our programs and strategies and truly execute them.”

C2P members receive unlimited e-learning access to 21 standardized financial planning, marketing and operations processes, access to live training events, monthly one-on-one and group coaching to dive deeper into financial planning strategies, and additional resources such as webinars and podcasts.

“If you don’t teach advisers a proven process that ultimately leads to recommendations that are in the best interest of the client, the relationships with the clients are not going to be as sticky,” Mr. Smith said.

– Mary Milley