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.