[Infographic] concepts of the bucket plan
The 3 concepts in the Bucket Plan Best Interest Process help simplify financial planning for both you AND your clients
Use a proven process to optimize your sales pipeline and increase your closing ratio.
What are the 3 concepts?
- The Bucket Plan Philosophy
- The Money Cycle
- The Pyramid of Risk
Every concept builds off of each other and builds the foundation for a strong financial future.
Download our free infographic and use these concepts to grow your business today.
