Sign up to save your podcasts
Or
Share Call Your Clients!
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Call Your Clients!
Be proactive and on offense during the uncertainty surrounding the COVID-19 pandemic-call your clients! Listen as Jason L Smith and Dave Alison discuss how you can continue to communicate with your clients virtually. You'll hear tips on how to be personable, how to utilize historical market information and how The Bucket Plan ties everything together.
View all episodes
By C2P
4.2
66 ratings
Be proactive and on offense during the uncertainty surrounding the COVID-19 pandemic-call your clients! Listen as Jason L Smith and Dave Alison discuss how you can continue to communicate with your clients virtually. You'll hear tips on how to be personable, how to utilize historical market information and how The Bucket Plan ties everything together.
More shows like The Bucket Plan® On-Demand Series
View all
The Joe Rogan Experience
227,706 Listeners
Jill on Money with Jill Schlesinger
1,942 Listeners
The Rich Roll Podcast
11,900 Listeners
Animal Spirits Podcast
2,015 Listeners
AICPA Personal Financial Planning (PFP)
55 Listeners
Financial Advisor Marketing Podcast
96 Listeners
The Compound and Friends
2,113 Listeners
Rainmaker Multiplier On-Demand
8 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
244 Listeners
The Power Of Zero Show
148 Listeners
Barron's Advisor
106 Listeners
Huberman Lab
29,128 Listeners
Retirement Tax Services Podcast
122 Listeners
The Tucker Carlson Show
16,693 Listeners
Advisor Marketing Made Simple
24 Listeners