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Elite Advisor Coaching Transforms Your Practice

The Bucket Plan® Division

Advisors who are members of The Bucket Plan Division have access to the Bucket Plan® On-Demand series of webinars, podcasts and white papers. These will help you dive deeper into financial planning strategies with topics such as:

  • All 4 steps of Clarity 2 Prosperity – the holistic planning process – How does it all work?
  • The Bucket Plan Best Interest Process – Learn to document your work in the best interest of your client.
  • Soon bucket and Later bucket implementation – What is the difference and where do they fit in a retirement plan?
  • The Pyramid of Risk – How comfortable is your client with the effect of stock market fluctuations on their investments?
  • The Fact Finder – Establish your client’s goals and objectives.
  • The Family Estate Organizer™ – Gathers all your client’s financial information in one place!

 

The Rainmaker Multiplier Division

Advisors in The Rainmaker Multiplier Division have access to both the Bucket Plan On-Demand series and Rainmaker Multiplier On-Demand series. Business development specialists and other team members will work one-on-one with you to establish business-building goals and objectives and develop a strategic action plan to get you there. They hold you accountable while encouraging you to maintain a work-life balance.  You also receive:

  • One-on-one mentoring with industry specialists
  • Group coaching
  • Practice management
  • Profitable new business lines
  • Marketing processes focused on net profitability

 

LET’S TALK

Schedule a call today and learn how Clarity 2 Prosperity’s coaching program can help you transform your financial practice and reach new heights of business success. You can become our next success story!

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