Are you looking to streamline your sales process and increase your closing ratio?
Join us on February 20 and discover “The Power of a 4-Step Financial Planning Process” during our live webinar.
Host Kalem Mackey, CFP®, BPC, Executive Vice President of C2P, will teach you how to improve your offerings and hone your skills by effectively creating a holistic planning experience you and your clients will love. 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
- And more!
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
ABOUT KALEM MACKEY
Kalem Mackey is an Executive VP and a partner at C2P 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 their needs and provide an exceptional overall experience and insurance platform are some of Kalem’s strong suits. He uses leverages his skill in his roles managing both the sales and operations for Clarity Insurance Marketing.
As a Bucket Plan® Best Interest Process Trainer; he provides coaching and sales support to advisors, assisting them in delivering in-depth, comprehensive solutions. He frequently speaks at C2P and industry events, providing advanced expertise in the areas of retirement income planning and tax management.
Prior to his time at C2P, Kalem earned his bachelor’s degree from UC San Diego, where he was a 4-year member of the Student Council and Sigma Phi Epsilon Fraternity and served as both an Orientation Leader and Resident Advisor. He then went on to found his own financial planning and wealth management firm.