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 »
Seminars can be a highly successful form of marketing. Learn how to execute such events as well asaccess our seminar content resources. Course immediately available (BP and RMM Division) 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.
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This course expands on the “Seminar Success Strategies” course by showcasing advanced techniques and practices by seminar gurus such as Dr. Kerry Johnson and Frank Maselli to help you host even more successful events. Course immediately available (RMM Division). Open the content by clicking on content link below ‘Course Content’. To access to this course
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Learn how to plan a revenue campaign, client event, networking and take your marketing to the next level. 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.
Next Level Marketing Plan Read More »
The Death Claim process is challenging at the best of times. The Family Succession Plan® is a process that helps Financial Advisors like you build relationships with your client’s spouse and beneficiaries to retain assets when one or both spouses pass away. This process works in conjunction with the Family Estate Organizer. Open the content by
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Stop wasting time with the wrong clients! Take this Financial Advisor training called Right Fit Client Call. 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.
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Sequence of Returns Risk can be a devastating blow to investors of retirement age. This course is to educate Financial Advisors and Financial Planners and provides an overview of Sequence of Returns Risk and provides tools to educate your clients. Open the content by clicking on content link below ‘Course Content’. To access to this
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In-source expertise and capability with this powerful Medicare Supplement marketing program. With information from this module, you will learn how to hire and promote a skilled insurance agent onto your team and build a stream of leads for your financial advising practice quickly and easily. Open the content by clicking on content link below ‘Course
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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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