Have a friend or colleague who would benefit from Clarity 2 Prosperity training and processes?
We will be hosting an introductory meeting in Cleveland next month—the perfect opportunity for new advisors to check out what we have to offer. This will be a hands-on, educational event that will deliver immediate value, as well as an opportunity to meet our team and identify if we can be of service.
Have a referral?
In our effort to grow our organization of like-minded holistic advisors dedicated to serving our clients’ best interest, we ask that you invite any of your peers you feel would be a good fit and would benefit from our training services. Regardless of BD, IMO or RIA affiliations, we will present a number of ways they will be able to tap into our resources at this event.
We will provide a Bucket List experience of a 1-hour golf lesson with a PGA pro ($130 value) in the major city of your choice in exchange for a qualified referral who registers for this event! We also have created a special offer code for $200 off event registration for your referred guest(s) (HAA0309).
How to Participate
- Forward the information below to your advisor friends along with why you think C2P would be a good fit for them (or how we have helped your business) and/or
- Set up a phone call introduction to answer any preliminary questions by contacting Amy Frederick at 440-471-0345 ext:116 firstname.lastname@example.org.
Event Details to Share
(Personalize to include your C2P experience.)
From clearly documenting your sales process to providing holistic financial planning solutions in a client’s best interest, the best interest standard is not going away—no matter how legislation continues to evolve. Equipping yourself with these skills and abilities will help you build a successful business for years to come. Don’t miss this hands-on, educational training where we will share 21 packaged, proven processes to grow, automate and enhance your advisory firm.
Small Group Holistic Advisor Academy
Save $200 with referral code
Referral Code: HAA0309
Referred By: (Be sure they provide your name!)
Expires: Midnight (ET) Tuesday, February 21