Build a holistic plan.
For investment advisors, financial planners and insurance professionals seeking proven, turnkey best interest financial planning processes, The Path provides an opportunity for you to benefit from the collective wisdom of The Mastermind Group, but solely in the realm of financial planning. This program allows for you to expand your offerings and capabilities to create a holistic planning experience for your clients while providing you best interest planning processes needed to gather relevant data, document findings and deliver an asset positioning strategy in the client’s best interest. For advisors interested in how to create a best interest sales process, this is a great place to start.
As a part of The Path, you will receive:
- Live Training Events
Attend regular live training events to learn, role play, discuss and implement the core financial planning processes with confidence
- The Bucket Plan® Best Interest Process Live Training (To earn The Bucket Plan Certification)
- The Advanced Holistic Planning Training
- Monthly Group Coaching Calls
Join us each month to discuss holistic planning topics, such as:
- All 4 steps of Clarity 2 Prosperity – the holistic planning process
- The Bucket Plan Best Interest Process
- Soon bucket implementation
- Later bucket implementation
- The Pyramid of Risk
- The Fact Finder and
- The Family Estate Organizer™
- e-Learning Access
Whether you are bringing on an associate advisor, a new employee or need to brush up on any of our turnkey processes, we provide on-demand training resources through our university-style online e-Learning platform for your convenience. Each of the processes included in The Path is broken down into modules that include audio recordings, videos, scripts, checklists, flowcharts and more, all divided into simple steps for easy implementation.
- And More!
- White Papers
- Client Education Tools
Access to The Path is available to advisors through an annual licensing fee regardless of RIA, IMO, B/D or other affiliations. This fee may be reduced or waived in working with one of our sister organizations, C2P Advisory Group, a fiduciary-friendly IMO, or Prosperity Capital Advisors, our SEC registered investment advisory firm.
To learn more about The Bucket Plan® Best Interest Planning Process, complete the form below to download the white paper!