c.
clarity.

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Member Advanced

The full member programme: platform mastery, pricing, engaging clients and the financial plan.

52 lessons0%

Advanced 1 - Getting to know the platform

Advanced 2 - Setting up users, adding clients and task management

Advanced 3 - How to select your first clients to add to Clarity

Advanced 4 - An overview of pricing

Advanced 5 - How to introduce Clarity and contact/engage your clients

Advanced 6 - How to create a Financial Plan for every client

Advanced 7 - How to create a Funding service and help your clients get funded

Advanced 8 - How to create a Cash Flow Sense Check and help your clients get peace of mind

Advanced 9 - How to use the 7 Key Numbers Plan to help your client see exactly what's going on and make better decision

Advanced 10 - DealFlow: Keep track of your advisory pipeline and know what to do next

Module 10 - Next steps