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!