Advisor Career Path & Compensation
Clarity 2 Prosperity | Holistic Financial Planning Training
by
2y ago
The post Advisor Career Path & Compensation appeared first on Clarity 2 Prosperity ..read more
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“Days Can Be Sunny for Bunnies and Money” Now Available for Purchase
Clarity 2 Prosperity | Holistic Financial Planning Training
by
2y ago
FOR IMMEDIATE RELEASE  AdvisorPR® (702) 685-7450  “Days Can Be Sunny for Bunnies and Money” Now Available for Purchase  The children’s book is inspired by Clarity 2 Prosperity’s signature financial planning process and the bestselling book, “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement” Cleveland [...] The post “Days Can Be Sunny for Bunnies and Money” Now Available for Purchase appeared first on Clarity 2 Prosperity ..read more
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3 Steps for Finding Future Rainmakers for Your Company 2
Clarity 2 Prosperity | Holistic Financial Planning Training
by sburris77@gmail.com
3y ago
On this month’s Rainmaker Multiplier OnDemand episode, Jason sits down with business partner, Don Chamberlin, to discuss different approaches to finding and adding the right advisors who are a good fit to become rainmakers for your firm. For the last two years, Don’s office has been the top office with C2P, doing the most amount [...] The post 3 Steps for Finding Future Rainmakers for Your Company 2 appeared first on Clarity 2 Prosperity ..read more
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How to Turn Happy Clients into Your Best Referral Sources
Clarity 2 Prosperity | Holistic Financial Planning Training
by C2P
3y ago
Are you nervous about asking your clients for referrals? Does it make you feel uncomfortable or pushy to approach the subject? What if we told you there was a process to get your clients telling you if they’d like to make a referral? No more nerves; no more uneasiness. In our latest episode of the [...] The post How to Turn Happy Clients into Your Best Referral Sources appeared first on Clarity 2 Prosperity ..read more
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Build Client Relationships with the Family Estate Organizer
Clarity 2 Prosperity | Holistic Financial Planning Training
by Dave Alison
3y ago
We all know how time-consuming and difficult it can be to collect and organize all of your client documents. We’ve all been there and have all tried different strategies to help with this process. That’s why in this episode of The Bucket Plan On-Demand Series, Dave Alison sits down with business partner and fellow financial [...] The post Build Client Relationships with the Family Estate Organizer appeared first on Clarity 2 Prosperity ..read more
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3 Steps for Finding Future Rainmakers for Your Company
Clarity 2 Prosperity | Holistic Financial Planning Training
by Dave Alison
3y ago
On this month’s Rainmaker Multiplier OnDemand episode, Jason sits down with business partner, Don Chamberlin, to discuss different approaches to finding and adding the right advisors who are a good fit to become rainmakers for your firm. For the last two years, Don’s office has been the top office with C2P, doing the most amount [...] The post 3 Steps for Finding Future Rainmakers for Your Company appeared first on Clarity 2 Prosperity ..read more
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3 Signs It’s Time to Hire Your Next Rainmaker
Clarity 2 Prosperity | Holistic Financial Planning Training
by C2P
3y ago
You have probably heard the term “rainmaker” thrown around before when discussing sales or growth with other advisory firms, but what is a “rainmaker?” Often, a rainmaker is an advisor who is brought into a firm to secure more clients and/or increase the company’s overall revenue. Looking around at your current team, you probably already [...] The post 3 Signs It’s Time to Hire Your Next Rainmaker appeared first on Clarity 2 Prosperity ..read more
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Holistic Financial Planning: A Success Story
Clarity 2 Prosperity | Holistic Financial Planning Training
by Dave Alison
3y ago
In our January episode of the Bucket Plan On-Demand podcast series, Dave Alison sat down with longtime friend and business partner, Greg Hammer, to discuss Greg’s experience and success running The Bucket Plan® Process in his office. Greg is a top advisor in the country, gathering $40,000,000+ in new client assets each year. He [...] The post Holistic Financial Planning: A Success Story appeared first on Clarity 2 Prosperity ..read more
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Client Retention Strategies for Financial Advisors
Clarity 2 Prosperity | Holistic Financial Planning Training
by C2P
3y ago
How often have we heard the expression, “Clients are the lifeblood of the business, treat them well and they will take care of you.” Odds are, every one of us has heard it at some point in our financial advising career, either from a manager or on our favorite podcast. As cliché as this saying [...] The post Client Retention Strategies for Financial Advisors appeared first on Clarity 2 Prosperity ..read more
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5 Things Clients Look for in a Financial Advisor
Clarity 2 Prosperity | Holistic Financial Planning Training
by C2P
3y ago
Choosing the right financial advisor is a big decision for investors looking for someone they can trust with their money. They want someone who will look out for their best interest and guide them to solutions that will yield high dividends. As a financial advisor, you know you’re the best person for the job. But, [...] The post 5 Things Clients Look for in a Financial Advisor appeared first on Clarity 2 Prosperity ..read more
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