Are you looking to streamline your sales process and increase your closing ratio?
You need The Bucket Plan® Best Interest Process — a proven, repeatable planning methodology you and your clients will love.
We’ll teach you how to improve your offerings and hone your skills by effectively creating a holistic planning experience for your clients.
By the end of this webinar, you’ll understand how The Bucket Plan® process can help you:
- Easily explain asset allocation and Sequence of Returns Risk to your clients
- Scale your sales process and train your staff
- Holistically gather client data
- Document why your recommendations are in the client’s best interest
- And more!
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 the EVP of Insurance Distribution at C2P Enterprises and has served as a financial advisor, insurance wholesaler and sales manager over the course of his 20-year career.
Kalem is also a partner and president of Elite Advisory Group, a wealth management firm located in Huntington Beach, Cal. Prior to joining Clarity Insurance Marketing, Kalem worked alongside Mann and played an integral role in building a wholesale insurance marketing organization and maintaining consistent production growth. Kalem is frequently called upon as a guest speaker to train advisors on how to master various financial planning strategies.
With extensive experience in sales management, Kalem helps advisors bring a personal and seamless experience to the sales process. He realizes the challenges families across the country face in meeting their financial aspirations and works to help advisors best serve their needs. He provides coaching and support, assisting them to deliver in-depth and comprehensive services to meet their clients’ unique goals.