SIMPLIFY HOLISTIC PLANNING.  INCREASE CLOSING RATIO. 
EASY TO DUPLICATE.

The Bucket Plan® 1.0 Training is a comprehensive, two-day program designed to provide you with a process for delivering well-documented, best interest and holistic financial planning.  You will leave with all the information necessary to quick start your implementation and delivery of this unique and comprehensive planning experience for your clients.

 

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 your prospects and clients
  • Document why your recommendations are in the client’s best interest
  • Educate your client on key concepts such as the Money Cycle, pyramid of risk and sequence of returns risk
  • Pursue becoming Bucket Plan Certified (BPC)

OUR TRAINERS

Leading financial planners and industry experts, Jason L Smith and Dave Alison, will walk you through the entire Bucket Plan process, giving you a straight-forward gameplan and invaluable resources to implement right away in your practice.

Jason Smith
President & CEO | Founder
Clarity 2 Prosperity

Dave Alison, CFP®, EA
Executive Vice President | Founding Partner
Clarity 2 Prosperity

TESTIMONIALS

Hear from other top financial advisors who attended our Bucket Plan training

 

"The Bucket Plan takes the complicated retirement decisions that must be made and simplifies them into a process that is understandable for the client and documents every step. Priceless."
Jeff Vogel - President of CFG Retirement Advisors, Inc.
 

 

"Finally! A way to reduce or illiminate the problem of the time in the market versus the time clients need to draw income. This process makes a huge difference for clients and especially peace of mind for all involved."
David Patrick - NorthStar Financial & Insurance.

 

 

"It’s a proactive, step by step approach that is repeatable and brings clarity to the planning process for the client.  Being able to review the Bucket Plan with all existing and future clients to show them the reason why they need Now/Soon/Later buckets to reduce the Freak out calls. The process also creates transparency in the plan for their financial well-being."
Jaclyn Hissick - FLP Financial

 

QUESTIONS?

Any questions? Submit the form below and we will be in contact with you shortly.