The Bucket Plan Best Interest Process: A New Framework for Teaching - podcast episode cover

The Bucket Plan Best Interest Process: A New Framework for Teaching

Jun 05, 202035 minSeason 1Ep. 15
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Episode description

After a recent training, Jason L Smith had a breakthrough revelation - most advisors who use The Bucket Plan use the concepts before they start using the tools - so a new framework was born. Listen as Jason and Dave Alison discuss The Bucket Plan Best Interest Process. You will also hear about each concept and tool and their place in the innovative structure. Get started on growing your business today!

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