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.
Course Content
Running The Bucket Plan® Best Interest Process Virtually
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