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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.

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