David Alison Named Chief Marketing Officer of Clarity 2 Prosperity

Alison to lead organization and its affiliated advisors with innovative marketing process to drive the net profitability of their practices

August 23, 2012 - Westlake, Ohio – Clarity 2 Prosperity Advisory Group (C2P), an elite financial services organization catering to the next generation financial advisor, announces today that David M. Alison will be Chief Marketing Officer of the firm.  Dave Alison, a skilled strategic marketer works to develop and coordinate all of the company’s marketing and branding efforts.  In addition, he also works to create and package innovative client acquisition processes and support systems for affiliated advisors, as well as consults each advisor through their journey to success.  Through Clarity 2 Prosperity, Alison will work to ensure that affiliated advisors have the step by step processes and comprehensive systems necessary to succeed and thrive. 

“I look forward to the opportunity to bring my background and experience of leading marketing teams in addition to overseeing all recruiting and business development initiatives of C2P,” says Alison.  “As an industry leading marketer for many years, I recognize and have observed the many potential problems an advisor could face when working to build their business, which are even more prevalent now that the financial services landscape has changed.  Through Clarity 2 Prosperity, I intend to give qualified advisors access to the individual tools, modular systems, operational support and mentorship training they need to fill any gaps in their business and help them to sustain their business success and even rise to the next level.”

Alison will work with the senior management team of Clarity 2 Prosperity and ensure that a continuous stream of new programs and tools is introduced to help the industry’s best advisors enhance their practices.  He will personally mentor advisors and present at company-held training events on topics and strategies relevant to thriving in the new era of the financial services industry.

Alison joins Clarity 2 Prosperity after leading a marketing team of 7 at a previous organization that worked with advisors who were responsible for over $3.5 Billion of new business over the course of 5 years in addition to being a key team member in helping build and grow a SEC Registered Investment Advisor Firm to over $100 Million of AUM in less than 24 months

“David has a proven track record of packaging the right team, products, systems or all of the above to reach, and often exceed, expectations,” says Jason Smith, Chief Executive Officer of Clarity 2 Prosperity.  “He’s innovative, well-rounded, provides proven and packaged solutions and stays ahead of industry changes and challenges.  We are truly excited to see where this strategic appointment takes the company, our advisors and the industry!”

David Alison began his career in the financial services industry in the advisory setting prior to his transition into the role of Senior Vice President at a large financial services organization where he led the marketing team and oversaw all recruiting and business development initiatives over the last 5 years.  David holds his series 65, life, health and variable annuity licenses and is a qualifying member of Million Dollar Round Table as well as a Level I Candidate in the CFA Program. He worked to bring together the like-minded team at Clarity 2 Prosperity and appreciates that the main focus of the group is to work only with those who have the highest ethical standard and a focus on putting the clients’ needs first. 

About Clarity 2 Prosperity Advisory Group

Clarity 2 Prosperity Advisory Group is an independently owned financial services organization focused on delivering cutting edge tools and critical training to entrepreneurial-minded financial advisors in order to help them effectively prepare for and transition into the new era of the financial services industry. The firm offers “plug and play” processes, designed to allow affiliated advisors to pick and choose the best turnkey solutions to meet their unique demands and needs and efficiently grow their practices. Together, with Prosperity Capital Advisor, an SEC registered investment advisory firm, affiliated advisors have access to the products and solutions necessary to effectively and comprehensively serve their clientele while meeting the demands of the 21st Century.  Clarity 2 Prosperity is led by a diverse management team who collectively has more than 150 years of direct experience. For more information about Clarity 2 Prosperity, visit www.Clarity2Prosperity.com or call 888-240-1923.

Contact:

Dave Alison
1-888-240-1923
[email protected]
www.Clarity2Prosperity.com