Life Support for Your Practice and Portfolios
Released Monday, 7th November 2022
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Life Support for Your Practice and Portfolios
Life Support for Your Practice and Portfolios
Monday, 7th November 2022
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In this episode of the Bucket Plan On-Demand Podcast, Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P Enterprises, sits down with Greg Hammer, President of Hammer Financial Group, and David Roth, EA, Tax & Wealth Advisor at Alison Wealth Management. They discuss strategies to support your firm and communicate with your clients.
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The Bucket Plan® On-Demand Series
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!Join Podchaser to...
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