The Bucket Plan® Applied
Episode description
It’s a new world for many financial advisors today between increasing regulation and educated clients needing and expecting coordinated financial plans. The Bucket Plan® turnkey process and best-selling book provides a holistic financial plan that includes insurance, investments, taxes, legacy planning, Social Security strategies and Medicare supplements into a comprehensive and simple plan that clients can easily understand.
On today’s Take Action podcast series hosted by Jason L Smith, we share a practice spotlight featuring David Buckwald, CFP®, ChFC®, CLU®, CLTC, NSSA. Buckwald is a top financial advisor with more than 30 years of experience who effectively implements The Bucket Plan® holistic planning process in his financial practice. He shares his candid, first-hand experiences, including how to:
- Transition from a transactional advisor to a trusted financial consultant
- Successfully introduce The Bucket Plan to clients and prospects
- Help clients navigate the complex distribution phase of retirement with ease
- Leverage turnkey resources to establish credibility and transparency
- And more!
If you have questions or feedback regarding the application of The Bucket Plan in your financial practice, call Clarity 2 Prosperity at (888) 240-1923 or visit www.Clarity2Prosperity.com today!
For financial professional use only. Not for use with the general public.