June 28, 2019

An Asset Allocation Strategy Your Clients Will Actually Understand

An Asset Allocation Strategy Your Clients Will Actually Understand
An Asset Allocation Strategy Your Clients Will Actually Understand
The Bucket Plan® On-Demand Series
An Asset Allocation Strategy Your Clients Will Actually Understand
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Apple Podcasts Spotify
Youtube Music podcast player icon Youtube Music Youtube Music
Apple Podcasts Spotify
Season 1

Hosts Jason L Smith and Dave Alison discuss an asset allocation strategy that your clients will actually understand-The Bucket Plan®. You’ll learn how to simplify financial planning for your clients within the three-bucket approach and how to segment money based on purpose and time.