Back to The Bucket Plan® Basics: Episode 4
ฝัง
- เผยแพร่เมื่อ 25 พ.ย. 2024
- Discover how leveraging simple analogies and relatable examples can transform your client communication and help prospects better understand the value of financial planning.
Join host Dave Alison as he sits down with Greg Hammer, CEO and President of Hammer Financial Group, as they break down core communication strategies essential to implementing The Bucket Plan® process effectively.
To see all resources and statistics from this episode, please visit c2pe.info/4eEByNS.
🖥 Advise Better, Earn Better, Live Better with C2P Enterprises
We help financial advisors manage assets and provide financial advice. Leave money issues with us and focus on your core business. Visit our website www.c2penterprises.com
💬 Did you enjoy this video? Share with your network and tag us on social!
📲 *Follow C2P Enterprises on social media*:
Facebook ➡️ / c2penterprises
X/Twitter ➡️x.com/C2PEnter...
LinkedIn ➡️ / c2p-enterprises
✅ Subscribe to C2PEnterprises now! / @C2PEnterprises
---------------
We Don’t Just Care About Financial Advisors - We Are Financial Advisors. And Our Business is to Build Your Business. C2P specializes in helping financial advisors succeed. Our focus is on providing the essential tools, training, coaching, and support to build thriving businesses and set advisors up for success.
Advisors must bridge the demands of being both an impactful holistic advisor and a capable business owner. C2P independently serves advisors. But when you combine the respective knowledge and resources together, the results are endless.
For continued education and professional development, take advantage of our variety of certified financial planner services designed to help you grow as a holistic advisor and cultivate your business.
Book A Call With Us: calendly.com/c...
---------------
🎧 For more episodes of our podcasts, visit:
The Rainmaker Multiplier On Demand ➡️c2pe.info/3MyCrfY
The Bucket Plan On Demand ➡️c2pe.info/3xII5rA
A Woman’s Clarity ➡️c2pe.info/3vz1j1l
📬 questions@c2penterprises.com
---------------
📚 Disclaimer:
At the time of delivery and any subsequent publishing, information was deemed reliable but is subject to change by the time of viewing. The contents of this piece include the opinions and projections of C2P Enterprises, are subject to change, and are for informational purposes only. The information provided in this presentation is not intended to be individual investment, tax, or legal advice.
---------------
#C2Pods #investing #wealthmanagement #investmentmanagement #stockmarket #investmentmanagement