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Learn a proven, repeatable, and client-friendly approach to streamline your sales process and boost your closing ratio with The Bucket Plan Best Interest Process®. Discover how to scale your sales process, train your team effectively, and achieve a better work-life balance. You’ll gain the tools to explain asset allocation strategy clearly, educate clients on the sequence of returns risk, holistically gather client data, and document recommendations in their best interest. Simplify financial planning for both you and your clients while enhancing your business’s growth potential.
Learning Objectives
Upon successful completion of this learning activity, you will confidently be able to:
- Identify and explain the three buckets of The Bucket Plan® – Now, Soon, and Later
- Apply three simplified financial concepts, namely The Bucket Plan®, Pyramid of Risk, and The Money Cycle, when communicating with clients
- Explain this strategy to clients, making complex financial concepts more accessible and understandable.
Presenter
Jason L. Smith, CEP®, BPC
CFP® CE Credit
This content is eligible for one hour of CFP® continuing education (CE) credit.
If you hold the CFP® mark and would like to receive CFP Board CE credit for this content, please ensure your CFP® ID number is entered here.
The College’s Professional Recertification Program (PRP)
This content is eligible for one hour of PRP continuing education credit.
To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.
Convert More Prospects with a Simplified, Scalable Approach
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