Latest / The Bucket Plan® On-Demand Series
Simplify Your Financial Planning Process with The Bucket Plan®: Step 2, Design
Struggling to design personalized financial plans that truly resonate with your clients? Join hosts Jason L Smith, Dave Alison, and Bryan Bibbo, AIF, NSSA, BPC, President and CFO of JL Smith Holistic Wealth Management as they explain the 'design' phase of The Bucket Plan® holistic wealth management process. Learn how to organize client information, analyze financial positions, and educate clients on key concepts like the Now, Soon, and Later bucket framework. Discover valuable tools such as the Family Estate Organizer and Volatility Tolerance Analysis, and gain insights on using the Pyramid…
The skinny
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