ClearFP Advisors™ are driven to be efficient. This requires them to leverage the skills and talents of industry partners to avoid reinventing the wheel.

Using the abilities of these strategic partners in conjunction with our ClearFP Operations Guide™ provides an elevated experience for your clients. These repeatable processes create predictable outcomes that allow your clients to relax with the knowledge that you will always do what you say you’re going to do when you say you’re going to do it. This confidence makes a substantial impact to your bottom line as these clients become your strongest advocates and referral partners.

People work with us for one reason–trust. They trust that we will do what we promise, that we mean what we say, and that they cannot do a better job without us.

By using our ClearFP CLOCK™ presentation, we teach our clients about their financial situation to create immediate trust in both our ability to help them and in our authentic desire to help them.
The faster a person trusts us, the faster we can start taking action to improve their situation. At ClearFP™ we are the trusted advisors in all of our relationships.

Like a doctor, police officer, or firefighter, the ClearFP™ brand engenders immediate trust from our clients and our community.

This rapid trust benefit empowers you to shape the future of your clients, peers, and staff.
But…”With great power comes great responsibility!”

Choosing to become a ClearFP Advisor™ unlocks your access to an arsenal of tools and techniques that will help you build the financial advisory practice of your dreams. By using our Implement, Integrate, Assimilate™ process, these resources will transform your practice while avoiding many of the bumps and bruises along the way.

The Clear Foundation Experience™ is the first step in your journey. Upon completion of this 90-day course you will obtain an independent valuation of your practice, learn the basics of the ClearFP CLOCK™ presentation, and adopt core philosophies and insights into your belief set that will forever alter your interactions with your clients, your staff, and your peers.

At the end of this program you will decide if you want to join ClearFP™ by becoming a ClearFP Advisor™ and:

• Gain access to our ClearFP Operations Guide™ in a format designed for your production level.
• Earn admission to ClearFP Academy™ where you will Implement, Integrate, Assimilate™
  new practice upgrades to enhance your firm’s profit and commercial value.
• Access our ClearFP Coaches ™ for an additional fee to work with you personally as you
  accelerate your implementation of the ClearFP™ systems and processes.

Become a part of national network of likeminded, top of their class, financial advisors that clients know they can trust.

EDUCATION – We are committed to continuous self-improvement and to helping our clients, peers, and staff through mentorship.

CHOICE – We believe that all of our decisions belong to each individual alone. We respect the decisions of each person and we own the results of our decisions.

TRANSPARENCY – As exemplary mentors we ensure that our clients, peers, and staff fully understand all possible downsides and expenses to avoid any negative surprises.

EMPATHY – While many advisors are sought for their sound logic, we value the emotions of our clients, peers, and staff as equally important. By committing to these values, we have come to receive the greatest benefit we could hop to obtain: rapid trust.

By committing to these values, we have come to receive the greatest benefit we could hop to obtain: rapid trust.

“We empower our clients and associates in their journey to achieve their unique vision of Happiness.”