Communicating Financial Planning Concepts

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

In this edition of the Bucket Plan On-Demand Podcast, Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P Enterprises, sits down with Matt Seitz, the CMO of JL Smith Wealth & Tax Planning, and Greg Dillon, CFA®, CFP®, CLTC® Managing Partner of One Team Financial LLC. They discuss different strategies to educate and communicate with clients throughout the financial planning process.

Episode metadata supplied by the publisher feed · Published Aug 17, 2022

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Communicating Financial Planning Concepts

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This episode was published on August 17, 2022.

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