Designing your Client’s Bucket Plan®

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Clarity 2 Prosperity
Clarity 2 Prosperity
Designing your Client's Bucket Plan®

Is creating a financial plan for your client like putting together a long, complicated puzzle? Don’t let it be! Hosts Jason L Smith and Dave Alison share how to design and lay out an entire financial plan on one page with The Bucket Plan®. Listen and learn how to simplify the financial planning process today!