Why Should Your Financial Planning Team Utilize

the Funds and Buckets System?samplebook_Page_1samplebook_Page_2

We’ve created a simple way to find what REALLY matters when planning someone’s financial future. Financial Planners and Life Insurance Agents will learn the Funds and Buckets System to attract new clients and maximize results of their current clients.

Mindset

From years of experience helping Funds and Buckets System, Phil Randazzo - Fund Your Bigger Future Marketing System for Financial Plannerspeople plan for their futures, we know that it’s not about the money… it’s what the money can provide that is important to people seeking financial planning advice. Life experiences and opportunities are what drive people. Using the Funds and Buckets System, Financial Planners will learn the best ways to engage their clients in planning for their financial future.

Buckets

Mentally putting money into buckets has a psychological effect on saving money and planning for a person’s future. Financial Planners and Life Insurance Agents who teach their clients how to implement the Funds and Buckets System will maximize their results.

 

Phil Randazzo Funding Your Bigger Future - Marketing System for Financial Planners

Choose from 1-Day or 2-Day Seminars

Financial Planners and Life Insurance Agents will learn how to help their clients build wealth
using the Funds and Buckets System

1-Day
Funds and Buckets Marketing Seminar Includes – price for Financial Planners
and Life Insurance Agents to attend

Speaker
Series – Top Industry Leaders offer sessions to teach Financial
Planners the current marketing trends and explain the Funds and Buckets
System

Workshop
– Topics may include: Social Media Marketing, Best Language and Phrases
to Use with Funds and Buckets System, How to Sell Methods of Investing
to Clients, Traditional vs. Non-Traditional Investing and Knowing Which to
Sell to Clients

Group
Coaching Session with a an expert mentor, in a group setting

2-Day Funds and Buckets Marketing
Seminar Includes – price for Financial Planners and Life Insurance
Agents to attend

Speaker
Series – Top Industry Leaders offer sessions to teach Financial
Planners the current marketing trends and explain the Funds and Buckets
System

Workshop
– Topics may include: Social Media Marketing, Best Language and Phrases
to Use with the Funds and Buckets System, How to Sell Methods of Investing to
Clients, Traditional vs. Non-Traditional Investing and Knowing Which to Sell
to Clients

1-on-1
Coaching Session with an expert mentor, 1-on-1

Role
Playing–    Practice sales tips learned
over the weekend – Financial Planners and Life Insurance Agents get
real-world practice for selling the Funds and Buckets System to their clients

 

Funding Your Bigger Future BookThe Program

  • Engage prospects with language that will help ensure their success. As a part of the Funding Your Bigger Future (FYBF) Program, we will send you keywords and phrases to help Financial Planners gain more clients.
  • Receive weekly videos in your inbox.
  • Google hangouts are used for regular coaching calls with the FYBF Program Advisors so Financial Planners can stay up-to-date on the latest news and trends.
  • Seminars, Workshops, Mentorship and Coaching Sessions are available to teach Financial Planners and Insurance Representatives how to gain new clients.
  • Financial Planners will receive monthly newsletters with Case Studies from FYBF Program Advisors.
  • You’ll get advice about traditional and non-traditional methods of investing from industry experts.

Choose from 3 different packages:

 

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Package A (Contact us for pricing)

  • 1 coaching session
  • 10 books
  • 100 forms

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Package B (Contact us for pricing)

  • 5 coaching sessions
  • 30 books
  • 200 forms
  • Video Library Access
  • 10 copies of past newsletters

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Package C (Contact us for pricing)

  • On-site Logistics Visit
  • 100 books
  • 300 forms
  • Video Library Access
  • 10 copies of past newsletters
  • 10 phone calls

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*All Financial Planners who wish to enroll in the FYBF Program must get approval from your Broker Dealer.

 

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