EVENT ADVISORY: HOLISTIC ADVISOR ACADEMY June 20-22 IN CLEVELAND, OHIO - Insurance News | InsuranceNewsNet

InsuranceNewsNet — Your Industry. One Source.™

Sign in
  • Subscribe
  • About
  • Advertise
  • Contact
Home Now reading Press Releases
Topics
    • Life Insurance News
    • Annuity News
    • Health/Employee Benefits
    • Property and Casualty
    • Advisor News
    • Washington Wire
    • Regulation News
    • Sponsored Articles
    • Monthly Focus
  • Exclusives
  • NewsWires
  • Magazine
  • Webinars
  • Free Newsletters
Sign in or register to be an INNsider.
  • INN Exclusives
  • Life Insurance News
  • Annuity News
  • Health/Employee Benefits
  • Property and Casualty
  • AdvisorNews
  • Washington Wire
  • Regulation News
  • Sponsored Articles
  • Monthly Focus
  • INN Exclusives
  • NewsWires
  • Magazine
  • Webinars
  • Free Newsletters
  • Insider Pro
  • About
  • Advertise
  • Editorial Staff
  • Contact
  • Newsletters

Get Social

  • Facebook
  • Twitter
  • LinkedIn
Press Releases
 All Press Releases     Submit Press Release

EVENT ADVISORY: HOLISTIC ADVISOR ACADEMY June 20-22 IN CLEVELAND, OHIO

Now open to financial advisors—regardless of corporate affiliation!

WHAT: Holistic Advisor Academy is a 1.5-day educational event designed for advisors who want to grow, automate and enhance their advisory firm to provide holistic service to their clients, but who lack the turnkey processes and systems to get their business to the next level. Processes are most applicable for advisors with more than five years of experience earning $250,000 or more per year in gross revenue. Whether independent, captive or semi-captive, RIA, IAR or affiliated with a broker-dealer, the training and processes presented at this event will translate regardless of corporate affiliations.

WHERE:
Holistic Advisor Academy will be held in at The Ritz Carlton in Cleveland, Ohio
The Ritz Carlton, 1515 W 3rd St, Cleveland, Ohio 44113

WHEN:
7 P.M. (ET) Tuesday, June 20
8:30 A.M. to 5:30 P.M. (ET) Wednesday, June 21
8:30 A.M. to 12:30 P.M. (ET) Thursday, June 22

WHO: Holistic Advisor Academy is hosted by Clarity 2 Prosperity, a training, coaching and IP development organization that removes the IMO, RIA and financial products from the equation to provide stand-alone training resources to financial advisors and institutions. The event is led by accomplished advisors, coaches and business leaders with first-hand experience and truly qualified to talk about holistic planning strategies. Each turnkey process that will be shared has been tested, refined and determined effective in model offices throughout the country, establishing well-documented, best interest processes nationwide for many years.

WHY: Remove the guesswork by getting the education and turnkey processes needed to become a holistic advisor, leader and business owner, and to better prepare for DOL legislation changes. The event is packed with information on 21 different financial planning, operations and marketing processes and will give advisors the action steps needed to implement effectively into their businesses. Examples include: incorporate insurance, investments, taxes and estate planning into a holistic financial plan; get paid for planning time; hire the right employees and junior advisors; implement a well-documented, best interest sales process; get paid to prospect by introducing new, profitable lines of business and becoming your own source of referrals; run your practice like a business, and more.

DETAILS: Tuition for the 1.5-day event is $999 and includes two night’s stay at The Ritz Carlton in Cleveland, Ohio, as well as all meals during the event. For more information about Holistic Advisor Academy and to register for this event, please visit C2PEvents.com.

For an advanced look at the processes covered at the event, visit C2PEvents.com and download the white paper “Blueprints for Building a Holistic Advisory Firm: The 21 Turnkey Processes to Grow, Automate and Enhance Your Financial Advisory Firm.”
About Clarity 2 Prosperity

Clarity 2 Prosperity is a financial training, coaching and IP development organization that offers financial advisors turnkey financial planning, operations and marketing processes. Its mission is to help advisors shift from a transactional mindset to holistic planners, offering best interest advice by coordinating all areas of their clients’ financial lives including insurance, investments, tax, legal, Social Security and Medicare. To achieve this mission, it provides live, on-demand, group and one-on-one training support to ensure successful implementation of its packaged proven processes. These services are available to all financial advisors, regardless of corporate affiliations, as well as to institutions such as broker-dealers and RIAs to systematically equip their advisors to deliver best interest financial planning to American families nationwide. For more information visit www.Clarity2Prosperity.com.

For financial professional used only.

Advisor News

  • Experts share networking tips for financial advisors
  • Bit by bit: Regulators properly target out-of-control crypto companies
  • What will make long-term bonds attractive again? Recession, say some
  • Generation X confronts harsh new reality of retirement: unreadiness
  • Public sector pension plans brace for more economic shocks
More Advisor News

Annuity News

  • Lincoln Financial in settlement talks with ex-agent who sued over FIA returns
  • Annuity sales on steady ‘positive trajectory’ through 2027, LIMRA predicts
  • Venerable to recapture annuity blocks from Athene
  • Indexed, MYGA annuities set Q1 sales record, says Wink
  • Global Atlantic announces $19.2 billion reinsurance agreement with MetLife
Sponsor
More Annuity News

Health/Employee Benefits News

  • Opinion: Blame price controls for health insurers fleeing Colorado
  • Health insurers’ performance stable in 1Q 2023, Fitch reports
  • Merck sues to stop Biden's drug-negotiation program
  • Americans stressed out over paying for health care
  • Washington National adds new accident insurance product
More Health/Employee Benefits News

Life Insurance News

  • The LGBTQ+ market: A rainbow of opportunity
  • After lagging, life insurance sales on the increase
  • Life insurers’ Q1 profitability stays flat, Moody’s reports
  • Global Atlantic to stop selling new fixed indexed universal life policies
  • Life insurance sales down ‘across the board,’ Wink reports
More Life Insurance News

- Presented By -

Top Read Stories

  • Farmers Insurance the latest to send employees back to the office
  • Global Atlantic to stop selling new fixed indexed universal life policies
  • Succeeding with Gen Z, millennial investors: Key strategies for financial advisors
  • States competing fiercely for lucrative captive insurance business
  • After lagging, life insurance sales on the increase
More Top Read Stories >

Press Releases

  • Insurity and e2Value to Provide P&C Insurers with Straightforward Valuations and Replacement Costs, Enabling Better Risk Management
  • International Industry Leaders Convene at Global Insurance Symposium
  • RFP #T01623
  • Insurity Event Response Guide: P&C Insurers Can Dramatically Reduce Time Spent on Event Response with Intuitive, Proactive Data Analysis
  • Shae Lucabaugh Joins TBX® as Senior Director of Operations
More Press Releases > Add Your Press Release >

How to Write For InsuranceNewsNet

Find out how you can submit content for publishing on our website.
View Guidelines

Topics

  • Life Insurance News
  • Annuity News
  • Health/Employee Benefits
  • Property and Casualty
  • Advisor News
  • Washington Wire
  • Regulation News
  • Sponsored Articles
  • Monthly Focus

Top Sections

  • Life Insurance News
  • Annuity News
  • Health/Employee Benefits News
  • Property and Casualty News
  • AdvisorNews
  • Washington Wire
  • Insurance Webinars

Our Company

  • About
  • Editorial Staff
  • Magazine
  • Write for INN
  • Advertise
  • Contact

Sign up for our FREE e-Newsletter!

Get breaking news, exclusive stories, and money- making insights straight into your inbox.

select Newsletter Options
Facebook Linkedin Twitter
© 2023 InsuranceNewsNet.com, Inc. All rights reserved.
  • Terms & Conditions
  • Privacy Policy
  • AdvisorNews

Sign in with your Insider Pro Account

Not registered? Become an Insider Pro.
Insurance News | InsuranceNewsNet