The Bucket Plan® Best Interest Process

A New Framework for Teaching

Have you tried different sales processes to help close more business or optimize your pipeline, but didn’t see the results?

What you really need is a proven process that helps simplify financial planning for both you AND your clients – The Bucket Plan Best Interest Process.

This free ebook will help you:

  • Implement a simplified holistic planning process
  • Understand the concepts that simplify the process
  • Learn to utilize the step-by-step tools
  • Easily duplicate and scale to your business
  • Increase your closing ratio!
Advisor Guide for Financial Advisors