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.
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.