This training is by invite only for true holistic advisors who have mastered the competencies of 1.0.
Once advisors have The Bucket Plan® 1.0 Best Interest Process up and running at their firm, it’s time to take a deeper dive with The Bucket Plan 2.0 Holistic Planning Process. Interactive sessions that include role-play and group discussions will give advisors the background and information needed to convey the value of holistic planning to clients.
Advisors gain confidence to charge planning fees for the time they invest in taking their clients through the holistic planning process.
• Completion of The Bucket Plan 1.0 Best Interest Process live training
• The Bucket Plan Best Interest Process certification
• Mastery of The Bucket Plan 1.0 Best Interest Process
• The Holistic Planning Process Steps 1-4 eLearning courses
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"My first words and thoughts when I think of how C2P has helped me as well as my business is, 'C2P has a process for that!' I never leave a C2P training session that I do not apply at least one or more strategies to use in my own practice immediately."
"C2P offers marketing processes that not only create eager prospects, they build a business. Before working with C2P, all my marketing was very expensive - usually close to $100,000 per year. Now with the C2P processes, I actually have a strong ROI and see more qualified prospects than ever! They have helped turn my expensive marketing into a profit center."
"After leaving an Insurance based Broker Dealer for 27 years I thought the transition would have been a nightmare, Clarity 2 Prosperity has not only made the transition easy, but the support and responsiveness from the team is far more than what we could have asked for. I feel that I’m with a firm that cares about me, my team and my clients. Priceless!!!"