• How to Translate Key Financial Planning Concepts to Clients

  • Mar 12 2025
  • Duración: 28 m
  • Podcast

How to Translate Key Financial Planning Concepts to Clients

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  • Resumen

  • Discover how simplifying your language can lead to better client outcomes and practice growth. In this episode, host Dave Alison, is joined by Greg Hammer, President and CEO of Hammer Financial Group, who shares his expertise in client communication developed over his 20+ years in the industry. Hear how Hammer uses The Bucket Plan® to translate complex financial concepts into clear, relatable language that resonates with his clients. Tune in to learn practical language techniques that will help you connect with prospects and address client concerns. Plus, learn examples of powerful analogies to start simplifying the planning process for your clients.

    Resources:

    • Financial planning process: The Bucket Plan® philosophy
    • Book Referenced: The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement
    • Training Referenced: The Bucket Plan® 1.0
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