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.

ABOUT THE SEMINAR

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

BONUS! Advisors in attendance will have the opportunity to receive the complementary software, Retirement Analyzer - The Bucket Plan® Edition, for free.

PRESENTER

Kalem Mackey, BPC®, CFP®
Executive Vice President
Clarity Insurance Marketing | C2P Enterprises

 

Kalem Mackey is the Executive Vice President at Clarity Insurance Marketing and has served as a financial advisor, insurance wholesaler and sales manager over the course of his 20-year career.

Kalem is Brian Mann’s 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.