The Bucket Plan Book Resources
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The Bucket Plan® 2.0 Holistic Planning Process OVERVIEW
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
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The Bucket Plan 2.0 ADVANCED Training
Prepare to elevate your planning skills to new heights with The Bucket Plan 2.0 Advanced Training! This course builds on the foundation laid in the Overview training, equipping you with the tools needed to navigate today’s complex financial landscape. As your clients face unprecedented challenges, our unique approach combines personalized care with professional expertise and
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The Bucket Plan® 1.0 Introductory Training Course
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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The Connection Questionnaire
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 Bucket Plan 1.0 – Best Interest Process
Discover how The Bucket Plan 1.0 can enhance both client satisfaction and your advisory practice. In this course, you’ll learn the tools and concepts integral to the Best Interest Process, ensuring you’re equipped to make recommendations that truly serve your clients’ needs. We’ll guide you through when and how to apply each element, while also
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