The Bucket Plan® Best Interest Process
How do I create a best interest sales process?
How do I simplify planning for clients to easily understand?
How do I incorporate insurance, investments, and taxes into income planning for each phase of retirement?
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The Holistic Planning Process
How can I get paid for my planning time?
How can I get prospects to look at me as a trusted consultant and not a salesperson?
How much money should I charge for my time, and what services should I offer?
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The Family Estate Organizer™
How do I differentiate myself from every other advisor clients have worked with?
What’s the best takeaway to get prospects to set appointments at seminars?
How do I make sure 100 percent of the assets are on the table every time?
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The Family Succession Plan
How do I retain assets as they pass to a surviving spouse or the next generation?
How do I tastefully establish relationships with beneficiaries?
How can I deliver new, value-added service to my existing clients?
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The Teamwork Movement® Practice Management
How do I keep my team on the same page?
How do I hold my team members accountable?
How do I determine responsibilities for each employee?
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The Revenue Resource Appointment Scheduler
How do I keep my calendar full of new appointments?
How do I train my marketing coordinator to schedule appointments consistently?
How do I ensure that I am getting the most out of my client base?
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The Hiring Advantage
How do I find the right employees?
What should I ask during an interview?
Should I pre-screen a candidate before I meet with them face-to-face?
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The Cash Flow Analyzer
How can I maximize revenue and minimize expenses?
How do I statically analyze my cash flow to run a profitable business?
How can I evaluate the rate of return on my team members and marketing expenses?
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The Tax Practice Builder®
How do I add tax planning and preparation services to attract more affluent clients?
What is another profitable line of business I can add to my practice?
How do I secure hundreds of new first appointments every year?
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The 10K Boomers A Day Opportunity®
How do I add Medicare planning to capitalize on the 10,000 Boomers turning 65 every day?
How can I hire a junior advisor and then flood him or her with new prospects and activity?
How do I add a profitable line of business that I don’t have to run and that generates new
financial services business?
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The Ed Slott Outflow System
How do I leverage my membership with Ed Slott’s Elite IRA Advisor GroupSM?
How do I use “outflow” from the Ed Slott program?
How can I communicate on a regular basis with clients, prospects, centers of influence, and
media?
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The Low-Cost Referral Builder
How do I drive more attendees to my seminars?
What are the best practices to convert more attendees to appointments?
How can I connect with groups and associations in my area?
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The Holistic Planning Seminar
How do I communicate the value of holistic planning in a public seminar?
What is the psychology of delivering an effective seminar?
How do I differentiate myself from other advisors in a workshop environment?
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The Perfect Storm Seminar
What are the emotional dynamics of an impactful seminar?
How do I communicate the complexity of the financial planning challenge today in terms my
audience can easily understand?
How can I tap into a proven, tested seminar system to amplify my marketing?
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The Referral Experience™
Why do my clients say they love me, yet they don’t refer to me?
How can I find a comfortable way to consistently ask for referrals?
How do I build a referral culture within my practice?
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The Social Security Consultant
Why does it seem impossible to book appointments with my workshop attendees?
Why is there such a disconnect between Social Security and income planning?
How do I turn these appointments into financial clients?
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Real Wealth® Weekly
How do I take a proactive, automated, educational approach to creating new business?
How can I show my clients and prospects that I’m on top of the market and current events
every week?
How do I reach those clients and prospects that prefer to listen instead of read?
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NGL Bottom Line Amplifier
How can I add even more value for my existing clients?
How can I easily make my annual reviews a source of new revenue?
How can I help protect my clients and their families from financial stress in a time of grief?
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Attorney Advisor Alliance
How do I get third-party endorsements?
What can I do to actually get referrals from the attorneys I refer business to?
How do I pick or get matched up with the “best” attorneys to network with?
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Links 2 Success™ Golf Marketing
What’s an alternative to expensive seminars and direct mail?
How do I tap into the “affluent golfers over fifty” niche market?
How do I differentiate myself from all other steak dinner seminars?
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Food and Finance
What’s a non-threatening, non-sales-y way I can meet people my clients know?
How can I create relationships with my clients’ friends, colleagues, and family?
How can I offer my clients value-added continuing education at an extremely low cost in a
group setting?
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Signature Process Highlights:
The Bucket Plan® Best Interest Process
The Bucket Plan® Best Interest Process
Navigating market volatility, taxes, inflation and increasing life expectancies can be challenging when planning for retirement. Investing too safely can result in clients losing purchasing power due to inflation; investing too aggressively can expose a client to significant financial loss. Both scenarios can create the risk of a client running out of money prematurely in retirement. To address these challenges, The Bucket Plan Best Interest Process can be applied to segment clients’ assets in the order to which they will need them, taking into account income needs, time horizon and tax qualifications.
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This process will provide everything you need to document and implement this comprehensive asset positioning strategy, including how to:
- Educate a client on The Money Cycle and The Bucket Plan philosophies
- Uncover, subcategorize and inventory all assets through The Asset Sheet Questionnaire
- Identify supplemental income needs through the Income Gap Assessment
- Determine risk comfort level for each bucket through the Volatility Tolerance Analysis
- Design an income plan coordinating insurance and investments without complex software
- Gather more assets while providing more value to your clients
- Meet a best interest standard for the clients you serve
The Bucket Plan book is also available for our advisors to customize and use with their clients as a turnkey education tool and marketing piece. Simplify the planning process so clients can easily understand while addressing today’s biggest dangers in retirement!
Contact us to learn more about The Bucket Plan today!
Clarity 2 Prosperity – The Holistic Planning Process
Clarity 2 Prosperity – the holistic planning process
Expanding upon The Bucket Plan Best Interest Process, this turnkey process will teach you how to provide an uncommon breadth of service to guide your clients in all areas of their financial well-being, including wealth and volatility management, tax, estate planning and ongoing investment advice, while monetizing your wisdom through planning fees. Avoid critical gaps, tax inefficiencies, overexposure to risk, unintended consequences and more through The Holistic Planning Process.
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This step-by-step process for providing holistic planning to your clients that incorporates insurance, investments, tax, legal, Medicare and Social Security into one comprehensive plan will simplify financial planning for the clients you serve. Learn how to:
- Charge a planning fee for the process, advice and wisdom you provide your clients
- Take a consultative educational planning approach versus a traditional sales approach
- Uncover more planning opportunities during the holistic planning approach
- Reduce or eliminate the biggest dangers your clients face today
- Coordinate planning efforts with other professionals
- Bulletproof your client relationships
The Family Estate Organizer
The Family Estate OrganizerTM
Create peace of mind for your clients and those they love most. The Family Estate Organizer is a value-add service and tangible resource that helps clients by creating a centralized location for all crucial information as well as provides you a direct channel to the executor of the will for second generation asset retention, simplifying the process for children and other beneficiaries while allowing you to build relationships.
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The Family Estate Organizer puts you in control at death, rather than the attorney or CPA, and includes hard copies of:
- Legal documents
- Insurance policies
- Brokerage statements
- Passwords, account information and more
Examples of Supporting Tools
Each of our proven processes includes step-by-step instruction, audio recordings, videos, scripts, checklists, flowcharts and more.
Here are just a few of the tools included within our signature processes:
The Bucket Plan® Fact Finder
A strong first appointment is critical in establishing any new client relationship. Through the collaboration of top advisors nationwide within the Mastermind Group, this powerful turnkey fact-finding and relationship development tool was created to further engage prospects and establish the foundation for a mutually rewarding relationship.
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This tool will help you to:
- Differentiate yourself from any advisor the prospective client may currently have a relationship with
- Uncover and understand the prospective client’s true net worth
- Identify planning opportunities based on concerns, goals and objectives, and more
- Identify and have the client rank their current relationships
- Ask unique, thought-provoking questions no one has asked them before for self-realization of gaps in their plan
Sequence of Returns Risk Tools
Sequence of returns risk is one of the biggest dangers facing investors today.
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To help clients understand the risk associated with the timing of investment returns in relation to the timing of withdrawal, the Sequence of Returns tools help to:
- Communicate the importance of the Money Cycle, particularly the shift to preservation of a portion of assets before distribution
- Demonstrate why it takes more investment return to fully rebound from an investment loss
- Explain the science of behavioral investing and how bad decisions can have a lasting impact
- Illustrate this risk with historical market data, comparing outcomes of identical investments and income withdrawals resulting dramatically different results based on when they retired
- Create the need to take action with you and mitigate this risk with The Bucket Plan solution
Annual Reviews
Recurring annual meetings are key for continued service and support to your clients. Not only do they help your clients to identify what has worked well for them through your relationship over the course of the previous year, they also help you identify areas of concern as well as additional opportunities to be of service in the future.
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Our annual review process will help you and your clients to:
- Renew the connection and pinpoint current challenges, planned expenses and life events needing counsel
- Update their asset sheet, Bucket Plan, Family Estate Organizer and similar
- Provide proactive tax planning strategies so there is no end of year tax surprises
- Identify changes in financial, insurance, legacy, Social Security or Medicare needs and provide advice
- Continue to foster the relationship and encourage referrals
