Oct 02 2024 34 mins
Struggling to design personalized financial plans that truly resonate with your clients? Join hosts Jason L Smith, Dave Alison, and Bryan Bibbo, AIF, NSSA, BPC, President and CFO of JL Smith Holistic Wealth Management as they explain the 'design' phase of The Bucket Plan® holistic wealth management process. Learn how to organize client information, analyze financial positions, and educate clients on key concepts like the Now, Soon, and Later bucket framework. Discover valuable tools such as the Family Estate Organizer and Volatility Tolerance Analysis, and gain insights on using the Pyramid of Risk to tailor investment strategies. Tune in to elevate your planning process and build stronger, long-lasting client relationships with these proven strategies.
Resources:
- Previous Episode
- Book Referenced: The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement
- Training Referenced: The Bucket Plan® 1.0