Simplify Financial Planning for Your Clients - C2P

|FPA Business Hub

As your partner in planning™, FPA is always looking to support you, your business, and your clients. The FPA Business Hub puts engaging content at your fingertips to help you transform your business and impact your work as a financial planner.

Explore our library of free downloadable content, including white papers, webinars, product guides, case studies, industry analysis, and much more, provided by experts and vendors across financial services. These resources are vendor-sponsored content designed to be helpful to your organization and are not endorsed by FPA. By downloading the content, you may be contacted by the provider.

Complimentary EBook

Simplify Financial Planning for Your Clients

Increase your closing ratio with a personalized process.

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

You need to leverage the 7 concepts of The Bucket Plan® Best Interest Process to help simplify financial planning for both you AND your clients. This guide is based on the nationally recognized book, The Bucket Plan, which was named in the top 10 retirement planning books of 2023 by U.S. News*.

This free eBook will:

Introduce you to The Bucket Plan Best Interest Process
Help you implement a tailored, holistic financial plan with clients
Educate you on the 7 concepts and utilization of the 10 step-by-step tools of The Bucket Plan
More easily duplicate and scale to your business
Increase your closing ratio!

Get started with a process that can help you build trust with clients and grow your business.

Feeling inspired? Share these insights on social.