EPISODE · Jun 28, 2019 · 35 MIN
An Asset Allocation Strategy Your Clients Will Actually Understand
from The Bucket Plan® On-Demand Series · host Prosperity Capital Advisors
Hosts Jason L Smith and Dave Alison discuss an asset allocation strategy that your clients will actually understand-The Bucket Plan®. You’ll learn how to simplify financial planning for your clients within the three-bucket approach and how to segment money based on purpose and time.
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This episode was published on June 28, 2019.
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