Adapt your financial planning process to the digital age with this course on conducting The Bucket Plan meetings in a virtual environment. Broken down by each stage of the meeting process, you’ll learn how to seamlessly navigate client conversations, present The Bucket Plan structure, and engage clients remotely without missing a beat. Whether you’re meeting with new clients or conducting annual reviews, this course provides strategies for maintaining a personal connection and delivering exceptional service through virtual platforms. Gain the tools and confidence you need to master The Bucket Plan process in any setting.