Episodes

Discover how the simplicity of The Bucket Plan® process gets even more effective once you know how to leverage the concepts and tools within the framework. Join Jason L Smith, Founder and CEO of C2P, and Dave Alison, President and Founding Partner of C2P, as they delve into how this approach simplifies implementation and elevates client outcomes. Listen in to hear how a Jason was inspired to look at the process in a new way that helps financial advisors even more easily integrate it into their p...

Discover how the simplicity of The Bucket Plan® process gets even more effective once you know how to leverage the concepts and tools within the framework. Join Jason L Smith, Founder and CEO of C2P, and Dave Alison, President and Founding Partner of C2P, as they delve into how this approach simplifies implementation and elevates client outcomes. Listen in to hear how a Jason was inspired to look at the process in a new way that helps financial advisors even more easily integrate it into their p...

In today's uncertainty, it is important to look for cross-selling opportunities with both new and existing clients. One such product is Short-Term Home Health Care through Guarantee Trust Life (GTL). Listen as Jason L Smith interviews Bryan Bibbo and gets some answers on what this product is and how it fits nicely into the Later Bucket of The Bucket Plan. Use this tool to grow your business and act in the best interest of your clients today!

In today's uncertainty, it is important to look for cross-selling opportunities with both new and existing clients. One such product is Short-Term Home Health Care through Guarantee Trust Life (GTL). Listen as Jason L Smith interviews Bryan Bibbo and gets some answers on what this product is and how it fits nicely into the Later Bucket of The Bucket Plan. Use this tool to grow your business and act in the best interest of your clients today!

In today's uncertainty, it is important to look for cross-selling opportunities with both new and existing clients. One such product is Short-Term Home Health Care through Guarantee Trust Life (GTL). Listen as Jason L Smith interviews Bryan Bibbo and gets some answers on what this product is and how it fits nicely into the Later Bucket of The Bucket Plan. Use this tool to grow your business and act in the best interest of your clients today!

Low interest rates have created an opportunity for advisors. Listen to our podcast as Dave Alison interviews Walter Young, Wealth Strategist at Pacific Capital Resource Group, inc. and learn how Whole Life Insurance can leverage cash value within The Bucket Plan®. Be on the offensive and grow your business during the COVID-19 pandemic today.

Low interest rates have created an opportunity for advisors. Listen to our podcast as Dave Alison interviews Walter Young, Wealth Strategist at Pacific Capital Resource Group, inc. and learn how Whole Life Insurance can leverage cash value within The Bucket Plan®. Be on the offensive and grow your business during the COVID-19 pandemic today.

Low interest rates have created an opportunity for advisors. Listen to our podcast as Dave Alison interviews Walter Young, Wealth Strategist at Pacific Capital Resource Group, inc. and learn how Whole Life Insurance can leverage cash value within The Bucket Plan®. Be on the offensive and grow your business during the COVID-19 pandemic today.

-This podcast was originally part of our Rainmaker Multiplier On-Demand Series and has been added to the Bucket Plan On-Demand Series- The financial game is changing because of the COVID-19 pandemic and like any game it's important to remain on the offensive. Listen as host Mary Sterk discusses with Jason L Smith and Dave Alison on how you can be on the offensive and virtually communicate with your clients. You’ll also hear how you can be a virtual advisor and continue to utilize The Bucket Pla...

-This podcast was originally part of our Rainmaker Multiplier On-Demand Series and has been added to the Bucket Plan On-Demand Series- The financial game is changing because of the COVID-19 pandemic and like any game it's important to remain on the offensive. Listen as host Mary Sterk discusses with Jason L Smith and Dave Alison on how you can be on the offensive and virtually communicate with your clients. You’ll also hear how you can be a virtual advisor and continue to utilize The Bucket Pla...

-This podcast was originally part of our Rainmaker Multiplier On-Demand Series and has been added to the Bucket Plan On-Demand Series- The financial game is changing because of the COVID-19 pandemic and like any game it's important to remain on the offensive. Listen as host Mary Sterk discusses with Jason L Smith and Dave Alison on how you can be on the offensive and virtually communicate with your clients. You’ll also hear how you can be a virtual advisor and continue to utilize The Bucket Pla...

Be proactive and on offense during the uncertainty surrounding the COVID-19 pandemic-call your clients! Listen as Jason L Smith and Dave Alison discuss how you can continue to communicate with your clients virtually. You'll hear tips on how to be personable, how to utilize historical market information and how The Bucket Plan ties everything together.

Be proactive and on offense during the uncertainty surrounding the COVID-19 pandemic-call your clients! Listen as Jason L Smith and Dave Alison discuss how you can continue to communicate with your clients virtually. You'll hear tips on how to be personable, how to utilize historical market information and how The Bucket Plan ties everything together.

Be proactive and on offense during the uncertainty surrounding the COVID-19 pandemic-call your clients! Listen as Jason L Smith and Dave Alison discuss how you can continue to communicate with your clients virtually. You'll hear tips on how to be personable, how to utilize historical market information and how The Bucket Plan ties everything together.

Over 66% of beneficiaries fire their parent's advisor upon inheriting wealth. Don't be a part of that statistic. Listen as Jason Smith and guest Phil Graham discuss Beneficiary Liquidity Plans and share the tools and strategies that will add value to your clients, their beneficiaries and your financial practice for generations to come. *Please keep in mind our presentation is for financial professional use only. Not for use with the general public. The contents of this piece include the opinion...

Over 66% of beneficiaries fire their parent's advisor upon inheriting wealth. Don't be a part of that statistic. Listen as Jason Smith and guest Phil Graham discuss Beneficiary Liquidity Plans and share the tools and strategies that will add value to your clients, their beneficiaries and your financial practice for generations to come. *Please keep in mind our presentation is for financial professional use only. Not for use with the general public. The contents of this piece include the opinion...

Over 66% of beneficiaries fire their parent's advisor upon inheriting wealth. Don't be a part of that statistic. Listen as Jason Smith and guest Phil Graham discuss Beneficiary Liquidity Plans and share the tools and strategies that will add value to your clients, their beneficiaries and your financial practice for generations to come. *Please keep in mind our presentation is for financial professional use only. Not for use with the general public. The contents of this piece include the opinion...

As a financial advisor, it's important to always be connected to your prospects and clients. Dave Alison and Katie Lownes lead an insightful Q&A on the best practices for hosting virtual meetings. You'll hear tips and tricks on which platforms and tools to use, what processes you can use to simplify financial planning digitally and how to keep a personal connection through technology. Listen today and be on the path to growing your business!

As a financial advisor, it's important to always be connected to your prospects and clients. Dave Alison and Katie Lownes lead an insightful Q&A on the best practices for hosting virtual meetings. You'll hear tips and tricks on which platforms and tools to use, what processes you can use to simplify financial planning digitally and how to keep a personal connection through technology. Listen today and be on the path to growing your business!

As a financial advisor, it's important to always be connected to your prospects and clients. Dave Alison and Katie Lownes lead an insightful Q&A on the best practices for hosting virtual meetings. You'll hear tips and tricks on which platforms and tools to use, what processes you can use to simplify financial planning digitally and how to keep a personal connection through technology. Listen today and be on the path to growing your business!

You’ve had several meetings with your clients, gathered their financial information and developed a retirement plan – now it’s time to deliver. But Will your client accept your suggestions? Host Dave Alison and guest Bryan Bibbo share helpful tools, the specific language to use and how to help your client envision working with you. Listen today and learn how to make your deliverable meeting more effective!

You’ve had several meetings with your clients, gathered their financial information and developed a retirement plan – now it’s time to deliver. But Will your client accept your suggestions? Host Dave Alison and guest Bryan Bibbo share helpful tools, the specific language to use and how to help your client envision working with you. Listen today and learn how to make your deliverable meeting more effective!

You’ve had several meetings with your clients, gathered their financial information and developed a retirement plan – now it’s time to deliver. But Will your client accept your suggestions? Host Dave Alison and guest Bryan Bibbo share helpful tools, the specific language to use and how to help your client envision working with you. Listen today and learn how to make your deliverable meeting more effective!

Is creating a financial plan for your client like putting together a long, complicated puzzle? Don't let it be! Hosts Jason L Smith and Dave Alison share how to design and lay out an entire financial plan on one page with The Bucket Plan®. Listen and learn how to simplify the financial planning process today!