Clarity helps you introduce or scale business advisory services. And it helps your clients understand their numbers, make better decisions and have a better business.

Using Clarity has given our members on average a 125% increase in net profit and 50% improvement in revenue, whilst giving back more time, money and freedom.

Get started with our simple 14 day QuickStart programme TODAY and see how you can start making business simple for all your clients.

The programme has been designed to help you create the maximum impact during your QuickStart period.

If you need any help or are missing access to any resource, please don't hesitate to reach out to the team. We are here to help in any way we can.

Course Curriculum

  Module 1 - Introduction to the programme and why Clarity?
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days after you enroll
  Module 2 - Getting to know the platform
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days after you enroll
  Module 3 - Setting up users and adding clients
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days after you enroll
  Module 4 - How to select your first clients to add to Clarity
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  Module 5 - The 7 Key Numbers
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  Module 6 - An overview of pricing
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  Module 7 - How to introduce Clarity and contact/engage your clients
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  Module 8 - How to have your first Clarity Meeting
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  Module 9 - Handling clients objections
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  Supplementary module A - How to create a Financial Plan for every client
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  Supplementary Module B - How to create a Funding service and help your clients get funded
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  Supplementary Module C - How to create a Cash Flow Sense Check and help your clients get peace of mind
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  Supplementary Module D - How to use the 7 Key Numbers Plan to help your client see exactly what's going on and make better decision
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days after you enroll
  Module 10 - Next steps
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days after you enroll

Choose a Pricing Option

£397

Clarity QuickStart

Simple and effective daily learning and implementation programme

Kick-start or scale your advisory journey with Clarity.


  • Get started in just 14 days, using this 10 step programme for your first 10 working days


  • Simple, effective daily learning and implementation


  • We’re with you every step of the way


You can also use this to as a continuous reference guide and as a team education programme (if you are on Starter and don't have access to the team education and certification programme).