Use our new ‘Bucket strategy update’ presentation to discuss clients’ bucket strategy allocations (e.g. ‘Short-term needs’ and ‘Long-term needs’) in the same language you use to talk about retirement income planning.
Use our new ‘Bucket strategy update’ presentation to discuss clients’ bucket strategy allocations (e.g. ‘Short-term needs’ and ‘Long-term needs’) in the same language you use to talk about retirement income planning.