Resources

C2P Contact Information

30400 Detroit Road, Suite 201Westlake, OH 44145 888-240-1923info@clarity2prosperity.comwww.Clarity2Prosperity.com Leadership Team Jason L SmithFounder | Chief Executive OfficerJSmith@c2penterprises.com Dave AlisonPresident | Founding Partnerdalison@c2penterprises.com Jennifer MackertChief Operations Officer | Partnerjmackert@c2penterprises.com Matt SeitzEVP of Marketingmseitz@c2penterprises.com Luke RipienskiChief Compliance Officerlripienski@c2penterprises.com Pablo TerraChief People Officer | Founding Partnerpterra@c2penterprises.com Kalem MackeyEVP of Insurance Distribution | Partnerkmackey@c2penterprises.com Bill StarkenVice President of Finance | […]

C2P Contact Information Read More »

Member Discounts

Receive exclusive discounts from our partners – a benefit of being a member of Clarity 2 Prosperity! Snappy Kraken Websites (formerly Advisor Websites) Snappy Kraken recognizes your business, and your clients, are unique so your website should be, too. Have a compliant approved website designed to attract your target audience. Click here to learn more

Member Discounts Read More »

Frequently Used Resources

Podcasts The Rainmaker Multiplier On-Demand The Bucket Plan® On-Demand A Woman’s Clarity® The Advisor Benefit Matrix Download the matrix here. The Presidential Election and Your Investments: Separating Fact from Fiction Download the one-pager here. The Five Pillars of Holistic Wealth Management Download the guide and script here. The Value of a Holistic Advisor Brochure Goal-Setting Worksheet

Frequently Used Resources Read More »

2023 June Cleveland

MASTERMIND COLLEGIUM RECORDINGSJUNE 5-7, 2023CLEVELAND, OHIO Are you ready to be your clients’ financial superhero? Check out all of the recordings from our June 2023 Mastermind Collegium at the links below. You can also watch the full playlist on YouTube here. TUESDAY, JUNE 6, 2023 Welcome & Intention Setting Updates & Innovations Let Go and Lead-Empower

2023 June Cleveland Read More »