The Bucket Plan® 2.0

You have The Bucket Plan® 1.0 best interest process up and running at your firm. Now, it’s time to take a deeper dive with The Bucket Plan 2.0 financial holistic process training. Interactive sessions include role-play and group discussions, giving you the background and information you need to convey holistic planning’s value to clients.

You gain confidence to charge planning fees for the time you invest in taking clients through the holistic planning process.