September 21, 2021

Episode 6: Financial Planning with The Bucket Plan – With Jason L. Smith

Episode 6: Financial Planning with The Bucket Plan – With Jason L. Smith

Episode 6: Financial Planning with The Bucket Plan – With Jason L. Smith

“When you talk about legacy planning, it's not just for the kids. It's most important for the surviving spouse.” – Jason L. Smith The bucket plan is a simplified financial planning process that’s built around the philosophy of separating and classifying your money. In this episode, Jason L. Smith explains the idea of bucket planning from a sales and marketing perspective and shares how it can help you structure and organize your finances. Listen + learn about:

  • What the bucket approach is and how it helps advisors and their clients.
  • How the three-bucket approach helps you with your financial planning.
  • How a legacy plan supports surviving spouses.
  • The role of the sales and marketing technique when it comes to bucket planning.
  • And more!

Tune in as Jason L. Smith shares the details of the bucket plan.Resources: Brad Swineheart | White Glove | Prosperity Capital Advisors | Jason L. Smith White Glove is proud to present Be Advised - Leading with Value. In this podcast, we focus on successful marketing methods for advisors that generate prospects and clients.

“When you talk about legacy planning, it's not just for the kids. It's most important for the surviving spouse.” – Jason L. Smith The bucket plan is a simplified financial planning process that’s built around the philosophy of separating and classifying your money. In this episode, Jason L. Smith explains the idea of bucket planning from a sales and marketing perspective and shares how it can help you structure and organize your finances. Listen + learn about:

  • What the bucket approach is and how it helps advisors and their clients.
  • How the three-bucket approach helps you with your financial planning.
  • How a legacy plan supports surviving spouses.
  • The role of the sales and marketing technique when it comes to bucket planning.
  • And more!

Tune in as Jason L. Smith shares the details of the bucket plan.Resources: Brad Swineheart | White Glove | Prosperity Capital Advisors | Jason L. Smith White Glove is proud to present Be Advised - Leading with Value. In this podcast, we focus on successful marketing methods for advisors that generate prospects and clients.

Episode 6: Financial Planning with The Bucket Plan – With Jason L. Smith

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