The Bucket Plan® On-Demand Series

By C2P

Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all w... more

4.2

66 ratings

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FAQs about The Bucket Plan® On-Demand Series:

How many episodes does The Bucket Plan® On-Demand Series have?

The podcast currently has 121 episodes available.

The Bucket Plan® On-Demand Series episodes:

March 17, 2016Social Security Strategies Applied
This week we are excited to debut our brand new on-demand Take Action podcast series hosted by Jason L Smith. This practice spotlight features Don Chamberlin, a top financial advisor who has been effectively refining and implementing Social Security strategies in his financial practice for years. On this podcast he will share his candid, first-hand experiences and results including:
How to successfully market Social Security services
How to transition Social Security prospects into holistic financial planning clients
The biggest challenge he has faced in his practice with implementing Social Security strategies, and how to overcome this obstacle
Why to never give away free Social Security reports
And more!

If you have questions or feedback regarding the application of Social Security marketing and planning in your financial practice, call Clarity 2 Prosperity at (888) 240-1923 or visit www.Clarity2Prosperity.com today!

For financial professional use only.
...more
39min

FAQs about The Bucket Plan® On-Demand Series:

How many episodes does The Bucket Plan® On-Demand Series have?

The podcast currently has 121 episodes available.

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