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The Bucket Plan® On-Demand Series
The Bucket Plan® On-Demand Series episodes
- Social 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.
39 min
About The Bucket Plan® On-Demand Series
From the publisher's feed
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…
while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
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