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Mastermind Roundtables: The Bucket Plan and Simplifying Asset Allocation for Clients

Mastermind Roundtables: The Bucket Plan and Simplifying Asset Allocation for Clients

Released Wednesday, 15th February 2023
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Mastermind Roundtables: The Bucket Plan and Simplifying Asset Allocation for Clients

Mastermind Roundtables: The Bucket Plan and Simplifying Asset Allocation for Clients

Mastermind Roundtables: The Bucket Plan and Simplifying Asset Allocation for Clients

Mastermind Roundtables: The Bucket Plan and Simplifying Asset Allocation for Clients

Wednesday, 15th February 2023
Good episode? Give it some love!
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In this special edition of the Bucket Plan On-Demand podcast, we're giving you a sneak peek of our exclusive Mastermind Collegium and sharing our Top 5 Roundtables! Listen as Ivy Pierson, CEP, MBA, of Pierson Wealth Management, and Joe Salerno of Salerno Financial Group, share how The Bucket Plan® can simplify asset allocation for clients. They also discuss the products and strategies that they use within The Bucket Plan, so tune in!

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