In this special edition of the Bucket Plan On-Demand Podcast, Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P Enterprises, sits down with Matt Seitz, the CMO of the JL Smith Wealth & Tax Planning, and Greg Dillon, CFA®, CFP®, CLTC® Managing Partner of One Team Financial LLC.
Throughout the episode, these three financial planning professionals share different strategies on how they work to properly educate and communicate with clients throughout the financial planning process. This includes different tools and communication templates that financial planning professionals can use in their marketing strategy and holistic financial planning process.
With different concepts and tools, financial advisors can work to create a truly holistic planning process that works can increase customer satisfaction.
If you want to listen to the entire podcast episode, you can access the Bucket Plan On-Demand Podcast on Apple Podcasts at The Bucket Plan On-Demand. or by visiting the Bucket Plan On-Demand page at Clarity2Prosperity.com.
