Are you looking to streamline your sales process and increase your closing ratio?

Join us on February 19 and discover “The Power of a 4-Step Financial Planning Process” during our live webinar.

Host Kalem Mackey, CFP®, BPC, Executive Vice President and Partner of C2P and Prosperity Capital Advisors will share how you can improve your offerings and hone your skills by creating a holistic planning experience.

This proven, repeatable planning methodology is known as The Bucket Plan® Best Interest Process.

By the end of this webinar, you’ll understand how The Bucket Plan® process can help you:

  • Gain your client’s trust and win their business within one meeting
  • Replicate and scale your sales process for continued results and staff growth
  • Easily document and explain why your recommendations are in the client’s best interest

You’ll also hear directly from advisors who've used The Bucket Plan® to grow their AUM and production significantly.

Don't miss this opportunity to learn how a simple, 4-step process can transform your practice, win new clients, and set you apart in a crowded marketplace. Start simplifying your financial planning process for you and your clients — register today!

Kalem Mackey, CFP®, BPC
Executive VP of Insurance Distribution | Partner
C2P

REGISTER TODAY

ABOUT KALEM MACKEY

Kalem Mackey is an Executive VP and a partner at C2P and Prosperity Capital Advisors and the founder of Superior Financial Planning, a holistic wealth management firm located in Arvada, Colorado. With more than 20 years of experience as a sales manager, insurance wholesaler, and financial advisor, his professional philosophy is grounded in helping American families realize their financial aspirations.

Working closely with advisors and our insurance distribution partners to serve needs and provide exceptional overall experiences and an insurance platform is where he excels. He leverages his skills in his roles while managing both sales and operations.

Additionally, Kalem is a Bucket Plan® Best Interest Process trainer. He provides advisors like you with coaching and sales support, helping you deliver in-depth, comprehensive solutions. He frequently speaks at C2P and industry events, providing expertise in the retirement income planning and tax management areas.

Before his time at C2P, Kalem earned his bachelor’s degree from UC San Diego. There, he was a four-year member of the student council and Sigma Phi Epsilon fraternity. He served as both an orientation leader and resident advisor. He then went on to found his own financial planning and wealth management firm.