EPISODE · Mar 27, 2020 · 24 MIN

Call Your Clients!

from The Bucket Plan® On-Demand Series · host Prosperity Capital Advisors

Be proactive and on offense during the uncertainty surrounding the COVID-19 pandemic-call your clients! Listen as Jason L Smith and Dave Alison discuss how you can continue to communicate with your clients virtually. You'll hear tips on how to be personable, how to utilize historical market information and how The Bucket Plan ties everything together.

Episode metadata supplied by the publisher feed · Published Mar 27, 2020

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Call Your Clients!

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This episode is 24 minutes long.

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This episode was published on March 27, 2020.

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