Learn how to provide this unique and comprehensive financial planning experience that helps you to:
SIMPLIFY HOLISTIC PLANNING.
INCREASE YOUR CLOSING RATIO.
DUPLICATE YOUR PROCESS EASILY AND REPEATEDLY.
The Bucket Plan® Best Interest Process 1.0 Live Training is a comprehensive, two-day program for motivated advisors like you to learn our comprehensive process for delivering a documented bucket plan in your clients’ best interest.
Why learn the Bucket Plan® Best Interest Process?
Utilizing this proven process with your clients will allow you to:
- Identify resources accumulated and your client’s current financial landscape
- Easily and visually show gaps in your client’s planning to create the need for solutions
- Quickly determine how much your client will need to draw from liquid investable assets in retirement
- Identify their appetite for volatility
- Simplify your work into a packaged plan deliverable
After attending this training, you will be able to:
- Use a proven process that is easy to duplicate and scale
- Design a customized Bucket Plan for prospects and clients
- Document why recommendations are in the client's best interest
- Educate clients on key concepts such as the Money Cycle, Pyramid of Risk, and Sequence of Returns Risk
- Pursue becoming Bucket Plan Certified (BPC), a distinguished and marketable credential.
Registration closes October 4
OUR TRAINERS
Leading financial planners and industry experts, Dave Alison CFP®, EA, BPC, and Kalem Mackey, CFP®, BPC, will walk you through the entire Bucket Plan® process, giving you a straightforward game plan and invaluable resources to implement right away in your practice.
Dave Alison, CFP®, EA, BPC
Lead Trainer | President | Founding Partner
C2P
Kalem Mackey, CFP®, BPC
Executive VP | Partner
C2P
TESTIMONIALS
Hear from other top financial advisors who attended our Bucket Plan training:
“I have never seen processes and procedures so clearly laid out. I am fairly new to the industry,
but I’m sure this is the best and most organized plan out there!”
Laura Browning, Your Secure Retirement, Inc.
"This course was very well organized and presented. The biggest take away was the well outlined bucket plan
process and deliverable. We will immediately implement this into our practice."
Josh Soria, Encompass Financial Planning
ARE YOU NOT AN ADVISOR WITH C2P?
SEE IF YOU QUALIFY TO ATTEND FOR FREE!
Questions?