The Bucket Plan® 1.0 Best Interest Process is a 10-Step process. Seven key tools and three core concepts help to educate clients on The Money Cycle and The Bucket Plan® Philosophy, uncover their assets, analyze their income gap at retirement, and determine their market volatility tolerance to guide you in producing a comprehensive financial plan. […]
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Elevate your annuity selection process with this course on C2P’s algorithmic approach to reviewing and screening annuity products in the marketplace. You’ll learn how our rigorous process aligns with best interest standards, ensuring you can confidently recommend the right products for your clients’ financial goals. Explore the powerful tools available for advisors, designed to simplify
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The Connection Questionnaire is a powerful tool to help better connect with your clients and prospects and gather more information about them. This course provides a detailed explanation about the Questionnaire and best practices on how to use it with clients and prospects. Open the content by clicking on content link below ‘Course Content’. To
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Join forces with The Attorney Advisor Alliance and revolutionize the estate and financial planning process! By leveraging our partnership with The National Network of Estate Planning Attorneys, this unique program empowers you to unify your services, turbo-charge your referrals, and enhance your credibility in the marketplace. Experience the benefits of bridging the critical gap between
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Create a new base of clients and integrate tax preparation and planning services into your financial advisory firm using this proven client acquisition 8-step process. Learn how to add a tax professional to your office, the art of transforming a tax client into a financial services client, and the like. Open the content by clicking
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Embark on The Tax Management Journey® and enhance your skills as a holistic advisor with this comprehensive introductory training. This 7-step process dives deep into crucial tax topics, equipping you with the knowledge to help clients navigate their financial landscapes effectively. You’ll explore strategies such as understanding the Order of $, measuring tax brackets, avoiding
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The Pyramid of Risk is a method to help educate clients on investment options, explain where investment options fall on a high-to-low risk scale, and shows where their current portfolio falls in comparison to the recommended high, medium, and low risk categories. Open the content by clicking on content link below ‘Course Content’. To access
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Learn five surprising ways housing wealth strengthens The Bucket Planning conversation with Don Graves. Open the content by clicking on content link below ‘Course Content’. To access to this course contact your C2P Support Team, login or use request access.
The Advisors Guide to Reverse Mortgages Read More »
Transform your marketing strategy with our Seminar Content and Training course, where you’ll discover how to host successful seminars that captivate and engage your audience. Learn the essential steps to execute impactful events while gaining access to our comprehensive seminar content resources that will streamline your planning process. This course will empower you with the
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Elevate your event hosting skills with our Advanced Seminar Training. This dynamic program features insights and advanced techniques from seminar experts like Dr. Kerry Johnson and Frank Maselli, equipping you with innovative practices to create even more impactful and successful events. You’ll learn how to captivate your audience, enhance engagement, and maximize attendance, ensuring that
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