Identify Risk & Investor Vulnerability

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

Hosts Jason L Smith and Dave Alison discuss investor vulnerabilities, including sequence of returns risk and the three phases of the Money Cycle. You’ll learn how to educate your prospects, create the need, and motivate prospects to move forward during your first meeting.

Episode metadata supplied by the publisher feed · Published May 30, 2019

Embed this episode

Attribution link and audio player

Ready to play

Identify Risk & Investor Vulnerability

0:00 37:49

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The Bucket Plan® On-Demand Series?

This episode is 37 minutes long.

When was this The Bucket Plan® On-Demand Series episode published?

This episode was published on May 30, 2019.

Can I download this The Bucket Plan® On-Demand Series episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!