Implementing a holistic financial plan helps financial advisors build a better client experience by simplifying complex financial concepts into common language anyone can understand. As a result, their clients will feel a sense of ownership over their retirement and economic future, creating a better relationship between both parties.
To properly implement this strategy with their customers requires advisors to look at every step of the customer journey and review how they introduce new information, whether digitally or in person.
To get the most out of advanced financial advisor strategies, advisors should meet with the client and revisit the plan to adjust on a regular basis, so they can update information as it becomes available and manage gaps in the market.
Nearly any event in a customer’s life can influence them financially. Hosting annual one-on-one sessions with clients allows them to take ownership of their financial future and ensures the advisor is aware of any changes and makes modifications accordingly.
At C2P Enterprises, we provide a portfolio of services that have helped to define what makes a successful holistic financial planner. Through our training and coaching programs, we offer resources
that help single financial advisors to large firms implement a holistic planning strategy that ensures growth for both advisors and their clients.
The Bucket Plan® Process
is the asset allocation system around which our company is built. Advisors use this system to develop holistic financial plans that their clients will understand.
The Bucket Plan Process has been defined, refined, and tested by our model offices. It includes a set of proven processes that are easy to replicate for your business, no matter the size or scale.
After completing the Bucket Plan Process live training, you will transform your business with simplified financial planning and an increased closing ratio.
You know how important it is to diversify your client portfolios across equities, bonds, annuities, alternative investments, etc. So, why aren’t you differentiating your tax plans to mitigate future IRS pitfalls?
The Tax Management Journey®
is a comprehensive tax planning training course that gives you the marketing tools and planning strategies to attract and convert more clients in the $1 million to $5 million demographic.
The Tax Management Journey is designed to provide you with the competency and confidence to expand your business, set yourself apart from the competition, and deliver powerful tax planning strategies to your clients and prospects.
- The Bucket Plan Process
- Charitable Giving
- College Planning
- End-of-Life Planning
- Estate Planning
- Health Care
- Legacy Planning
- Long-Term Care
- Retirement Planning
- Risk Assessment
- Social Security
- The Tax Management Journey