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Ony $1500 Special

Get an FP Transitions Valuation of Your Business When You Sign Up!

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SESSIONS STARTING October 7th, 10AM PT

DON’T WAIT TO SIGN UP, TIME IS OF THE ESSENCE!

Education CTA
Choice CTA
Transparency CTA
Empathy CTA

Education

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

EDUCATION DETAILS

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.

CHOICE DETAILS

Transparency

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

TRANSPARENCY DETAILS

Empathy

While many advisors are sought for their sound logic, we value the emotions of our clients, peers, and staff as equally important.

EMPATHY DETAILS

During This Five Week
Practice Development Course You’ll Learn:

Clients

Improve your ability to identify client preferences to better serve and retain them.

Time Management

Focus your time on the most profitable client relationships with efficient Segmentation.

ClearFP Clock™

Learn a simple yet compelling client-facing presentation we call the ClearFP Clock™.

Appreciation

Show your clients that you truly appreciate them – it’s more than just having an event.

Conversion

Convert your clients into your strongest referral source – competitively driven to refer you.

Growth

Effectively delegate non-revenue producing activities to create exponential growth.

Value

Discover how much your practice is worth and how to maximize your future value.

Optimization

Optimize your time as Chief Revenue Officer to magnify Top Line growth.

Shortcuts

Utilize mental shortcuts to stop wasted time on unproductive emotions.

For more information about the ClearFP Advisor Program,™
call us at 503-579-1000 or visit our website at ClearFP.com

SIGN UP

The ClearFP Advisor Program™

We have compiled the best permanent time-saving strategies, systems, processes, and techniques and structured these tools into modules that can be effectively added to a successful Financial Advisor’s business.

Tim Clairmont
Tim Clairmont CFP®, MSFS™, LACP™

building trust

EXPERT APPROVED

MATT BOEHM

“What I like about clear is it provides a very good framework for running a business and running your operations…”

http://www.clearfpadvisor.com/wp/wp-content/uploads/2015/04/matt-boehm.mp3

CYNTHIA WANG

“I probably should have done this a long time ago…it’s really giving me a clear view on who I should be focusing on.”

http://www.clearfpadvisor.com/wp/wp-content/uploads/2018/06/cynthia-wang.mp3

AARON HESSEL

“My personal feeling is that the dashboard is one of the most valuable, if not the most valuable thing that I’ve ever implemented…”

http://www.clearfpadvisor.com/wp/wp-content/uploads/2018/06/aaron-hessel.mp3

KIM KRAMER

“I think the clock is a really powerful tool. It’s visual, it’s simple, and it gets people focused on the areas where they need to be focused…”

http://www.clearfpadvisor.com/wp/wp-content/uploads/2018/07/kim-kramer.mp3

we are proud of our

CULTURE

FOUR PILLAR CULTURE

The Clear Journey starts with an understanding of the four foundational values of Clear Financial Partners.

LEARN MORE

USE THE WHEEL

ClearFP Advisors™ are efficient! Because they leverage the skills and talents of industry partners to avoid reinventing the wheel.

LEARN MORE
4-pillar-culture-middle-icon2

RAPID TRUST

People work with us for one reason–trust. They trust that we will do what we promise, that we mean what we say.

LEARN MORE

LEVEL UP

ClearFP Advisor Program™ will unlock an arsenal of techniques to help you build the financial advisory practice of your dreams.

LEARN MORE

Our Awesome

VENDOR PARTNERS

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ClearFP Clock™

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Learn financial principles that can be
quickly implemented to help you
achieve your unique vision of
Happiness for your finances.

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Who Is Partnering With You To Take Your Practice To The Next Level?

Tim Clairmont is a multi-million-dollar producer who has grown his practice by five times over the past decade. This success has been gained by following principles and practices that Tim is now offering in his ClearFP Advisor Program™. Tim is completely dedicated to making these strategies easily transferable by applying his Implement, Integrate, Assimilate™ process.

Tim Clairmont
CLASS SCHEDULE
Class One Class Two Class Three Class Four Class Five
10/07/19 10AM PT 10/15/19 10AM PT 10/24/19 10AM PT 10/29/19 10AM PT 11/05/19 10AM PT

SIGN UP FOR CLEARFP ADVISOR PROGRAM | $1500

 

Ready to elevate your practice to the next level?

Fill out this form and we’ll get in touch with the next steps!


If you have any questions, you can call us or ask them here.

SIGN UP FORM

  • This field is for validation purposes and should be left unchanged.

Comes with an independent valuation of your practice from industry leading valuation expert “FP Transitions” ($1200 value.)

This course will expose you to an overview of what you can learn from joining the ClearFP Advisor Program™.

Gain access to what makes our practice prosperous and many of the secrets behind the success of Clear Financial Partners.

CLASS SCHEDULE
Class One Class Two Class Three Class Four Class Five
10/07/19 10AM PT 10/15/19 10AM PT 10/24/19 10AM PT 10/29/19 10AM PT 11/05/19 10AM PT

SIGN UP FOR CLEARFP ADVISOR PROGRAM | $1500

Ready to elevate your practice to the next level?

Fill out this form and we’ll get in touch with the next steps!


If you have any questions, you can call us or ask them here.

SIGN UP FORM

  • This field is for validation purposes and should be left unchanged.

Practice Valuation

Comes with an independent valuation of your practice from industry leading valuation expert “FP Transitions” ($1200 value.)

Sneak Peak

This course will expose you to an overview of what you can learn from joining the ClearFP Advisor Program™.

Secrets of Success

Gain access to what makes our practice prosperous and many of the secrets behind the success of Clear Financial Partners.

Clear Financial Partners
15573 Bangy Rd, Suite 100
Lake Oswego, OR 97035
info@clearfp.com | (503) 579-1000
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Check the background of your financial professional on FINRA’s BrokerCheck

Securities offered through Lion Street Financial, LLC. (LSF), member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC. LSF is not affiliated with Clear Financial Partners.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Securities offered through Lion Street Financial, LLC. (LSF), member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC. LSF is not affiliated with Clear Financial Partners. WWW.FINRA.COM & WWW.SIPC.ORG.Insurance services offered through Clear Financial Partners, Inc. and tax services offered through ClearFP Tax. Listed entities are not affiliated with Lion Street Advisors, LLC.Certified Financial Planner Board of Standards Inc., owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP® in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Clear Financial Partners at (503) 579-1000 IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.Links are provided as a convenience and are for informational purposes only. These links are not a part of Lion Street Advisors, LLC web site nor is it monitored by Lion Street Advisors, LLC. Lion Street Advisors, LLC does not guarantee the accuracy or completeness of any data obtained, and accepts no responsibility for the content, or the use, of the web site. The company assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages, or for any actions taken in reliance on any such data or information.
© 2019 Clear Financial Partners. All rights reserved.
Contact Us

If you have questions about the ClearFP Advisor Program™ Program, let us know!

Join Tim Clairmont for the ClearFP Advisor™ Overview!

All Five Sessions Only $1500!

  • Comes with an independent valuation of your practice
    from industry leading valuation expert “FP Transitions” ($1200 value.)
  • This course will expose you to an overview of what you can learn
    from joining the ClearFP Advisor Program™.
  • This will provide a general overview that will expose you to
    many of the secrets behind the success of Clear Financial Partners.
  • 2/19/19 10AM – Class 1
  • 2/25/19 10AM – Class 2
  • 3/5/19 10AM – Class 3
  • 3/12/19 10AM – Class 4
  • 3/19/19 10AM – Class 5

CALL (503) 579-1000 FOR MORE INFORMATION

USE THE WHEEL

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.

RAPID TRUST

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!”

LEVEL UP

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.

FOUR PILLAR CULTURE

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.”