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Fusion and Clarity 2 Prosperity have teamed up to provide advisors with a defined, proven, sales process, at a rate unavailable to other advisors.

As part of our goal to provide end-to-end support for our advisors, we are offering subsidized access to an exclusive coaching program designed to help you gather more assets in an efficient, best-interest driven manner. 

For investment advisors, financial planners and insurance professionals seeking proven, turnkey best interest financial planning processes, The Path provides an opportunity for you to expand your offerings and capabilities to create a holistic planning experience for your clients while providing you best interest planning processes needed to gather relevant data, document findings and deliver an asset positioning strategy in the client’s best interest. For advisors interested in how to create a best interest sales process, this is a great place to start.

As a part of The Path, you will receive:

  • Live Training Events
    Attend regular live training events to learn, role play, discuss and implement the core financial planning processes with confidence​

    • The Bucket Plan® 2.0 Holistic Planning Process Live Training

    • The Bucket Plan® 1.0 Best Interest Process Live Training (To earn The Bucket Plan Certification)

  • Monthly Group Coaching Calls
    Join us each month to discuss holistic planning topics, such as:

     

    • All 4 steps of Clarity 2 Prosperity – The Bucket Plan® 2.0 Holistic Planning Process

    • The Bucket Plan Best Interest Process

    • Soon bucket implementation

    • Later bucket implementation

    • The Pyramid of Risk

    • The Fact Finder and

    • The Family Estate Organizer™

  • e-Learning Access
    Whether you are bringing on an associate advisor, a new employee or need to brush up on any of our turnkey processes, we provide on-demand training resources through our university-style online e-Learning platform for your convenience. Each of the processes included in The Path is broken down into modules that include audio recordings, videos, scripts, checklists, flowcharts and more, all divided into simple steps for easy implementation.

  • And More!

    • Webinars

    • Podcasts

    • White Papers

    • Client Education Tools

The Fusion Advantage

Fusion Capital Management will be offering a cost share subsidy to it's advisors to help support your focus on building and growing your business.  In order to learn more about the support provided by Fusion, call our team or fill out a quick inquiry form.

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Investment advisory services are offered through Coppell Advisory Solutions, LLC dba Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability.

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