The Tax Management Journey® provides you with knowledge to further support you as a holistic advisor. This 7-step process that covers important tax topics including: Understanding the Order of $, Measuring your tax bracket, Avoiding Marginal Tax Traps, Allocating Tax Sensitive Assets, Gifting Strategies, Pay Now vs. Pay Later, Managing Your Dynamic Bracket and more. […]
The Tax Management Journey – INTRODUCTORY Training Read More »
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.
Plan Design Training Read More »
This is the overview training for The Bucket Plan 2.0. Planning for a secure and prosperous future requires more today than any other time. With our unique approach, we provide personalized care, professional expertise, and active support to ensure your client’s dangers are eliminated and opportunities captured. The Bucket Plan® 2.0 Holistic Planning Process provides
The Bucket Plan® 2.0 Holistic Planning Process OVERVIEW Read More »
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.
The Bucket Plan® 1.0 Introductory Training Course Read More »
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.
Right Fit Client Calls Read More »
Get all you need to understand how to compensate Financial Advisors you hire in this Financial Advisor Compensation training. 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.
Advisor Compensation Read More »
Clarity and inspiration for the adoption of an advisor career path and related self-sustaining business is provided. As a result of taking this course, you will understand the benefits of career pathing for your business and describe how the ensemble practice leverages the talent on your team as well as developfinancial advisors in the backstage,
Advisor Career Path Read More »
