Clarity 2 Prosperity is a financial training, coaching and IP development organization led by financial advisors, coaches, mentors and business leaders committed to simplifying the financial planning process and improving the financial lives of American families. Its mission is to help advisors shift their mindset and planning process from a transactional approach to that of holistic planners and service providers, coordinating all areas of their clients' financial lives, including insurance, investments, taxes, legal issues, Social Security, and Medicare. The foundation of the training, processes, and resources is based on the philosophy of collective wisdom from a mastermind group, in which like-minded advisors learn, share, and grow their businesses together. New business-building ideas are continuously tested in model offices; once they are proven successful, scalable, and repeatable, they are packaged into turnkey processes and added to an innovative, university-style e-Learning platform for advisors and their teams to implement effectively.
View Top Employees from Clarity 2 ProsperityWebsite | http://www.clarity2prosperity.com |
Revenue | $16 million |
Employees | 42 (42 on RocketReach) |
Founded | 2011 |
Address | 30400 Detroit Rd, Ste 201, Westlake, Ohio 44145, US |
Phone | (888) 240-1923 |
Technologies |
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Industry | Finance, Financial Services, Training, Marketing Processes Focused On Driving Advisors Net Profitabilit, Education, Practice Management, FinTech, Top Coaching and Model Office Visits, Intellectual Capital Packaging, Helping American Families, Comprehensive Financial Planning |
Web Rank | 11 Million |
Competitors | Building Champions, ClientWise LLC, MoneyMinding, Morgan Executive Development Institute (MEDI), Prosperity Capital Advisors |
SIC | SIC Code 73 Companies, SIC Code 738 Companies |
NAICS | NAICS Code 522 Companies, NAICS Code 5223 Companies, NAICS Code 52 Companies, NAICS Code 52232 Companies, NAICS Code 522320 Companies |
Looking for a particular Clarity 2 Prosperity employee's phone or email?
The Clarity 2 Prosperity annual revenue was $16 million in 2023.
Matt Seitz is the CMO of Clarity 2 Prosperity.
42 people are employed at Clarity 2 Prosperity.
Clarity 2 Prosperity is based in Westlake, Ohio.
The NAICS codes for Clarity 2 Prosperity are [522, 5223, 52, 52232, 522320].
The SIC codes for Clarity 2 Prosperity are [73, 738].