Latest / The Bucket Plan® On-Demand Series
Simplify Your Financial Planning Process with The Bucket Plan®: Step 3: Deliver
Struggling to present complex financial plans in a way that resonates with clients and drives action? Join hosts Jason L Smith, Dave Alison, and guest Bryan Bibbo, AIF, NSSA, BPC, President and CFO of JL Smith Holistic Wealth Management as they explore the Deliver phase of The Bucket Plan® process. Learn practical strategies for presenting comprehensive plans, organizing client documents through the Family Estate Organizer, and implementing tax-efficient retirement strategies. From communicating the three phases of retirement to maintaining fee transparency, this episode provides the…
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