28 minutes | Sep 16th 2020

Episode 6 – Financial Planning with The Bucket Plan – with Guest Jason L Smith

The bucket plan is a simplified financial planning process that’s built around the philosophy of separating and classifying your money.  Join this episode of Be Advised – Leading with Value as guest 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.  In this episode, you will learn: 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 | Clarity 2 Prosperity | Jason L. Smith
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