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Welcome to "The Holistic Wealth Management Journey" podcast. In this episode, join hosts Jason Smith and Brian Bibbo as they sit down with Dave Alison, a prominent figure in the financial advisory world.
Dave's story is one of mentorship, growth, and achievement. In their younger years, Jason had the privilege of guiding and mentoring Dave and Brian. Over the years, Dave has risen to become the go-to expert in his field, serving as the leading figure at Prosperity Capital Advisors.
Through their collective efforts, Jason, Brian, and Dave have successfully trained thousands of financial advisors in the art of holistic wealth management. This podcast episode delves into the essence of their "bucket plan process," tax planning, and a wide range of financial management techniques.
Join us for an engaging discussion that brings together Brian and Dave to explore the multifaceted world of holistic wealth management. Whether you're an aspiring financial advisor or someone interested in optimizing your financial future, this episode offers valuable insights and expertise you won't want to miss.