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.


For Institutions

  • Facebook
  • LinkedIn

For Developers - Elements API

More About Elements

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.

All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed.

This website is a publication of Fusion Capital Management, LLC (Fusion). Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change.​

Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services, or products found on websites linked hereto.

To access the current Fusion Capital Management ADV and Wrap Brochures visit the SEC's website - Click HERE

Fusion Capital Management Privacy Policy - Click HERE

Access Fusion's Form CRS - Click HERE

© 2020 Fusion Capital Management