The Bucket Plan® On-Demand Series
Join C2P leaders Jason L Smith and Dave Alison as they step into the hosting chair and interview top financial industry professionals and advisors.
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Recent Episodes
How High-Performing Financial Advisors Approach Client Conversations
What do ultra-high-performing financial advisors do differently? According to Carlos M. Garcia, founder of Exceed Sales, it comes down to three things:...
How to Choose the Right Distribution Partner as a Financial Advisor
Advisors tend to choose a distribution partner based on product shelf, compensation, or convenience. But according to Kalem Mackey, that's the wrong...
Protecting Clients' Retirement from Rising College Costs
College costs are quietly becoming one of the most significant threats to your clients' retirement security and advisors aren't having this conversation...
401(k) Match Alternatives: Planning Strategies for High-Earning Clients
When employers cut 401(k) matching, your high-earning clients face a critical planning moment. Help them adapt by learning how to audit their complete...
M&A Communication: Guiding Clients Through Advisory Transitions Part 2
Business owner clients face unique challenges when selling their companies, and advisors play a critical role in guiding them through mergers and acquisitions...
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