Simplify Your Financial Planning Process with The Bucket Plan®: Step 1, Discover Part 2
Aug 07, 2024•38 min•Ep. 61
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Episode description
In part two of our conversation on the first step of The Bucket Plan® holistic wealth management process, we dive deeper into the discover phase. Join hosts Jason L Smith and Dave Alison with special guest Bryan Bibbo, as they explore advanced strategies for mastering this crucial client onboarding step. Listen as they share how to effectively introduce the five pillars of holistic wealth management to clients, explain The Bucket Plan's bucket concept, and maximize tools like the Family Estate Organizer and Concerns and Priorities Worksheet. Tune in for more valuable insights to enhance your discover process and create truly customized financial plans using The Bucket Plan® methodology!
Resources:
- Previous Episode: https://c2penterprises.com/bucket-plan-on-demand/simplify-step-1-discover/
- Book Referenced: The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement
- Training Referenced: The Bucket Plan® 1.0
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