Once advisors have The Bucket Plan® 1.0 Best Interest Process up and running at their firm, it’s time to take a deeper dive with The Bucket Plan 2.0 Holistic Planning Process. Interactive sessions that include role-play and group discussions will give advisors the background and information needed to convey the value of holistic planning to clients.

Advisors gain confidence to charge planning fees for the time they invest in taking their clients through the holistic planning process.