Our 90-day program to help you realize your full potential
Follow us on a 90-day journey to prove that you can deliver business advisory services to your clients at scale.
This is a recording of our highly successful online, workshop-based, Success Academy - with the necessary resources. It should be undertaken in conjunction with your Clarity Member Success Team to maintain accountability, fix 'stucks', ensure progress, and guarantee success.
No potential should go unrealized. Whether that's you, your teams, or the clients you work with. But how do you unlock that potential?
Well, for your clients, it is about working with them more regularly to understand their business and to help them understand what they want to achieve and how you can help them get there. Working with your clients in new ways is scary, but it's also difficult because you have to map out a new journey or offering from scratch; this is really time-consuming, and you won't get it right the first time.
That's where the Success Academy comes in. We have a team here to guide you and a tried-and-tested process to follow. Over the years, working with many firms, we have learned and created a simple-to-follow system for taking that first step into the advisory space. We have the plan and the method; all you need to do to prove that this will work for your firm is follow our lead for 90 days.
4 Simple Steps
Education
Complete the foundational modules of our Clarity QuickStart Education program.
Load all your clients
Load all your clients and get the platform to help you select up to 25 clients to get started with.
Systems and Processes
Follow our simple out-of-the-box systems and process to engage your clients in new ways
Sign up clients
Sign up your first 5 clients and start delivering repeatable advisory services - efficiently and effectively.