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 Advisor Guide will help you:
What if there was a way to simplify financial planning for your clients? In this Advisor Guide, you’ll find three concepts and seven tools to help your clients better understand and take charge of their retirement.
Each concept and tool build off one another to form the foundation for a solid financial future.
If you’re an advisor who always chases elusive shiny objects—this is NOT for you.
But if you’re looking for a proven, scalable process that will help you communicate with your clients, grow your business, and close more sales, you’ve come to the right place.