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
228,823 Listeners
Up First from NPR
56,509 Listeners
The Compound and Friends
2,110 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
241 Listeners
The Power Of Zero Show
144 Listeners
Ask The Compound
324 Listeners
Huberman Lab
29,185 Listeners
Retirement Tax Services Podcast
129 Listeners
The Tucker Carlson Show
16,827 Listeners
The Great Retirement Debate with Ed Slott & Jeffrey Levine
149 Listeners
Prof G Markets
1,423 Listeners