Financial Planning Process

[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?

  1. The Bucket Plan Philosophy
  2. The Money Cycle
  3. 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.

Financial Planning Process