Hello, and welcome to the Clarity 2 Prosperity e-learning site!
This online resource has been created to provide on-demand access to all of the tools, training, and materials needed to implement our signature turnkey processes to grow, automate and enhance your holistic advisory firm. Each module has been tested and refined in our model offices and packaged into digestible chapters and multimedia for you and your staff to learn, implement, and maximize each of these processes as quickly and efficiently as possible. As these processes are continually tested and refined, we welcome and encourage your feedback.
Contact us today with your comments, questions, and ideas.
If you are not currently contracted with Clarity 2 Prosperity, but are an Ed Slott Elite IRA or Ed Slott Master Elite Advisor, please click here
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The Bucket Plan®1.0 Best Interest Process
A structured approach to
holistic financial planning
The Family Estate Organizer™
A convenient tool for organizing
your clients’ financial lives
The Tax Practice Builder®
Create a new base of clients and integrate tax preparation and planning services into your financial advisory firm.
Download a Sneak Peek of 21 Turnkey Processes to Grow, Automate & Enhance Your Holistic Advisory Firm