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
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...
M&A Communication: Guiding Clients Through Advisory Transitions Part 1
Whether your clients are selling their businesses or you're navigating a merger and acquisition (M&A) transition in your own firm, the communication...
Advising in the Age of AI: How Clients Use It and How You Can Too
ChatGPT and other AI tools regularly get financial advice wrong, but your clients don't always know that. What do you do when they bring you analysis...
Retaining Women Clients Through Life Transitions
Major life transitions often become inflection points in advisor-client relationships, moments where trust either deepens or dissolves. Join host Kirsten...
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