Do I have to use any specific products to use this program?
No. The platform was designed so that advisors could use any investment products to fund each portfolio. We have advisors that use mutual funds, annuities, separately managed accounts, ETF's, and individual securities in each portfolio.
What type of support is available?
While we’ve designed tools that can be immediately accessed to ensure that you are able to use all the tools effectively, we realize that additional questions may arise. You can always call or email for additional support. Further, advisors have the option to attend trainings, advisor forums, and participate in individual coaching sessions and assessments with our experts. See features page for details.
Do I need my compliance department to approve this program?
Yes. The illustrations produced have been reviewed and approved by many of the industry's top broker/dealers. Each illustration prints with appropriate disclosures on each page. The marketing materials will need to be reviewed by your compliance department. As you go through the sign up process, you will be able to quickly download the necessary documents to submit to your compliance department for full approval.
Will your system replace my current crm or account aggregation software?
No. The Bucket Bliss™ Advisor system is primarily a marketing and presentation system designed around a bucket strategy. All of the marketing tools that accompany the system will educate your prospects and clients and provide you with ready-to-use solutions to drive referrals. While our system has become the practice framework for many successful advisors, you’ll still need a CRM (like Redtail or Outlook) and you’ll continue to use your broker/dealer supported account aggregation platform (like Albridge or DST).
Will it work on my pc or mac?
Yes. The Bucket Bliss™ Advisor system and tools are compatible with both Window’s and Mac Operating Systems. Since the software application is web-based, the most current versions of all major web browsers are supported.
What are my payment options?
You can pay your monthly subscription with any major credit card.
Will it work on my PC or Mac?
Yes. The Bucket Bliss™ Advisor system and tools are compatible with both Windows and Mac Operating Systems. Since the software application is web-based, the most current versions of all major web browsers are supported.