The Bucket Plan® On-Demand Series

Top Ways to Make Your Plan Deliverable Meeting More Effective


Listen Later

You’ve had several meetings with your clients, gathered their financial information and developed a retirement plan – now it’s time to deliver. But Will your client accept your suggestions? Host Dave Alison and guest Bryan Bibbo share helpful tools, the specific language to use and how to help your client envision working with you. Listen today and learn how to make your deliverable meeting more effective!

...more
View all episodesView all episodes
Download on the App Store

The Bucket Plan® On-Demand SeriesBy C2P

  • 4.2
  • 4.2
  • 4.2
  • 4.2
  • 4.2

4.2

6 ratings


More shows like The Bucket Plan® On-Demand Series

View all
The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

228,823 Listeners

Up First from NPR by NPR

Up First from NPR

56,509 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,110 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

241 Listeners

The Power Of Zero Show by David McKnight

The Power Of Zero Show

144 Listeners

Ask The Compound by The Compound

Ask The Compound

324 Listeners

Huberman Lab by Scicomm Media

Huberman Lab

29,185 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

129 Listeners

The Tucker Carlson Show by Tucker Carlson Network

The Tucker Carlson Show

16,827 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

149 Listeners

Prof G Markets by Vox Media Podcast Network

Prof G Markets

1,423 Listeners