EPISODE · Dec 13, 2019 · 22 MIN
Designing your Client's Bucket Plan®
from The Bucket Plan® On-Demand Series · host Prosperity Capital Advisors
Is creating a financial plan for your client like putting together a long, complicated puzzle? Don't let it be! Hosts Jason L Smith and Dave Alison share how to design and lay out an entire financial plan on one page with The Bucket Plan®. Listen and learn how to simplify the financial planning process today!
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This episode is 22 minutes long.
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This episode was published on December 13, 2019.
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