One of the unique benefits of being a part of our Mastermind Group is the collaboration with fellow successful advisors dedicated to holistic financial planning. This week we share a spotlight of top advisor John Gibbons, CLU®, ChFC®, managing partner of Allied Financial Consultants, LLP, as he provides an exclusive inside look at his key strategies for explaining wealth accumulation and retirement income planning to clients and prospects.
In his presentation, John shares how he helps clients find their “true north” during his appointment process, including his take on key C2P tools and processes:
- The Bucket Plan®
- Explaining sequence of returns,
- A unique twist on explaining the preservation phase of the money cycle
- Client Events
- And more!