The Bucket Plan® Best Interest process

An Innovative Framework for closing more business

Have you tried different sales processes to help close more business or optimize your pipeline, but didn’t see the results? What you really need is a proven process that helps simplify financial planning for both you AND your clients – The Bucket Plan Best Interest Process.

This free guide will help you:

  •  Implement a simplified holistic planning process
  • Understand the concepts that simplify the process
  • Learn to utilize the step-by-step tools
  • Easily duplicate and scale to your business
  • Increase your closing ratio!