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

You need a proven, replicable process that is also easy for your clients to understand!

Click the “Register” button at the bottom of the screen to sign up.


As a financial advisor, you are always looking for a way to increase your closing ratio. Whether you are trying to convert more prospects or scale your sales process to grow your business, The Bucket Plan Best Interest Process provides a simplified way to get the results you are looking for.

In this seminar, you will be introduced to concepts and tools to improve your offerings and hone your skills to effectively create a holistic planning experience for your clients. By the end of this session, you will understand how The Bucket Plan can help you:

  • Scale your sales process and train your staff
  • Holistically gather client data
  • 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 and Pyramid of Risk


Covered Topics:

  • The Bucket Plan Philosophy 
  • The Bucket Plan Holistic Planning Process
  • The Money Cycle
  • The Pyramid of Risk
  • Supporting tools and processes


Join us for this online live virtual seminar covering How to Convert More Prospects Using The Bucket Plan Philosophy on Thursday, October 22nd from 1PM to 1:30PM Eastern Time.




JASON L SMITH, Certified Financial Fiduciary®,CEP®, CLTC 
CEO | Founder, C2P Enterprises

Jason L Smith is a nationally acclaimed speaker, financial planner, best-selling author, coach, and entrepreneur. He is CEO and founder of C2P Enterprises, as well as his own holistically run financial services practice, The JL Smith Group.

Jason entered the financial services industry in 1995, when he joined his father’s insurance agency before starting his own financial services practice. With the overriding goal of improving the lives of American families through holistic financial planning, Jason utilizes his own accomplishments as an advisor to teach others how to achieve success. He regularly trains advisors through live events, webinars, podcasts, coaching calls and study groups. He uses his own practice to develop proven processes and test market concepts, and he makes his office available to select advisors to observe him and his team for training purposes.

Jason is the author of the best-selling book,The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement. He is also the author of Clarity 2 Prosperity: An Advisor’s Guide to Charging Planning Fees for Holistic Planning, and co-author of the book The Hiring Advantage.

Jason is widely sought as a speaker at industry events and in 2015 he was recognized as one of InvestmentNews’ 40 Under 40. He is regularly cited in industry and national media and has been featured on television to discuss the importance ofproviding fully holistic services for the benefit of all clients.