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The Bucket Plan 2.0 Holistic Planning Process Virtual Resources

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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 an uncommon breadth of service to help you guide your […]

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The Connection Questionnaire

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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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The Tax Practice Builder®

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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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The Tax Management Journey®

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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

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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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The Family Succession Plan®

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Ensure your clients’ legacies are protected with The Family Succession Plan®, a vital process that helps Financial Advisors build lasting relationships with clients’ spouses and beneficiaries during challenging times. Navigating the death claim process can be overwhelming, but this plan provides the insights and support needed to retain assets when one or both spouses pass

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Right Fit Client Calls

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Maximize your potential with Right Fit Client Calls and stop wasting time on clients who aren’t the right match for your practice! This powerful training will provide you with essential tools to identify and engage clients that align with your values and business objectives. Learn to streamline your communication and create meaningful connections that lead

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