Holistic Financial Planning: A Success Story episode artwork

EPISODE · Jan 12, 2021 · 25 MIN

Holistic Financial Planning: A Success Story

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

What can The Bucket Plan® do for your business? Listen as top advisor Greg Hammer of Hammer Financial shares his success story. You'll hear details on his evolution as well as how the Bucket Plan's 4-Step process and its Concepts & Tools has helped his practice generate over $40 million in new client assets each of the last four years!

Episode metadata supplied by the publisher feed · Published Jan 12, 2021

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Holistic Financial Planning: A Success Story

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This episode was published on January 12, 2021.

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