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 covering meeting structures and best practices to streamline your workflow. By mastering these techniques, you’ll deliver personalized financial strategies that benefit both your clients and your advisory business, all while maintaining compliance and trust.

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.