Episodes

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!

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!

Hosts Jason L Smith and Dave Alison discuss the Volatility Tolerance Analysis and how it can be an invaluable tool when building a financial plan. Learn how to account for risks and protect your clients within The Bucket Plan® approach today.

Hosts Jason L Smith and Dave Alison discuss the Volatility Tolerance Analysis and how it can be an invaluable tool when building a financial plan. Learn how to account for risks and protect your clients within The Bucket Plan® approach today.

Hosts Jason L Smith and Dave Alison discuss the Volatility Tolerance Analysis and how it can be an invaluable tool when building a financial plan. Learn how to account for risks and protect your clients within The Bucket Plan® approach today.

Tom Hegna, economist, author and retirement expert joined Dave Alison for a special episode of The Bucket Plan® podcast! Listen as Tom shares the optimal way to retire based on math and science and not opinion, the importance of holistic planning, his seven steps for a successful retirement and more.

Tom Hegna, economist, author and retirement expert joined Dave Alison for a special episode of The Bucket Plan® podcast! Listen as Tom shares the optimal way to retire based on math and science and not opinion, the importance of holistic planning, his seven steps for a successful retirement and more.

Tom Hegna, economist, author and retirement expert joined Dave Alison for a special episode of The Bucket Plan® podcast! Listen as Tom shares the optimal way to retire based on math and science and not opinion, the importance of holistic planning, his seven steps for a successful retirement and more.

Hosts Jason L Smith and Dave Alison discuss the Cash Flow Analysis and how you can design a suitable financial plan for your client without going through the labor-intensive, time-consuming and potentially inaccurate budgeting process.

Hosts Jason L Smith and Dave Alison discuss the Cash Flow Analysis and how you can design a suitable financial plan for your client without going through the labor-intensive, time-consuming and potentially inaccurate budgeting process.

Hosts Jason L Smith and Dave Alison discuss the Cash Flow Analysis and how you can design a suitable financial plan for your client without going through the labor-intensive, time-consuming and potentially inaccurate budgeting process.

Hosts Jason L Smith and Dave Alison discuss the Asset Sheet Questionnaire and how to help determine your client’s net worth. You’ll learn how to create an all-encompassing asset sheet for your clients, maximize cash flow with Tax Efficient Funnels and how to strategize sales and growth opportunities.

Hosts Jason L Smith and Dave Alison discuss the Asset Sheet Questionnaire and how to help determine your client’s net worth. You’ll learn how to create an all-encompassing asset sheet for your clients, maximize cash flow with Tax Efficient Funnels and how to strategize sales and growth opportunities.

Hosts Jason L Smith and Dave Alison discuss the Asset Sheet Questionnaire and how to help determine your client’s net worth. You’ll learn how to create an all-encompassing asset sheet for your clients, maximize cash flow with Tax Efficient Funnels and how to strategize sales and growth opportunities.

Hosts Jason L Smith and Dave Alison discuss an asset allocation strategy that your clients will actually understand-The Bucket Plan®. You’ll learn how to simplify financial planning for your clients within the three-bucket approach and how to segment money based on purpose and time.

Hosts Jason L Smith and Dave Alison discuss an asset allocation strategy that your clients will actually understand-The Bucket Plan®. You’ll learn how to simplify financial planning for your clients within the three-bucket approach and how to segment money based on purpose and time.

Hosts Jason L Smith and Dave Alison discuss an asset allocation strategy that your clients will actually understand-The Bucket Plan®. You’ll learn how to simplify financial planning for your clients within the three-bucket approach and how to segment money based on purpose and time.

Hosts Jason L Smith and Dave Alison discuss investor vulnerabilities, including sequence of returns risk and the three phases of the Money Cycle. You’ll learn how to educate your prospects, create the need, and motivate prospects to move forward during your first meeting.

Hosts Jason L Smith and Dave Alison discuss investor vulnerabilities, including sequence of returns risk and the three phases of the Money Cycle. You’ll learn how to educate your prospects, create the need, and motivate prospects to move forward during your first meeting.

Hosts Jason L Smith and Dave Alison discuss investor vulnerabilities, including sequence of returns risk and the three phases of the Money Cycle. You’ll learn how to educate your prospects, create the need, and motivate prospects to move forward during your first meeting.

Identifying pain is one of the most important steps in the qualifying process. If prospects aren’t experiencing pain that can be alleviated by your products or services, there is no sales opportunity to pursue, and the sooner you discover that, the better. Join Dave Alison, CFP®, EA as he interviews best-selling author and sales trainer Jody Williamson of Sandler Sales Training on the structure of a financial advisor's first appointment along with the great questions and techniques that separate...

Identifying pain is one of the most important steps in the qualifying process. If prospects aren’t experiencing pain that can be alleviated by your products or services, there is no sales opportunity to pursue, and the sooner you discover that, the better. Join Dave Alison, CFP®, EA as he interviews best-selling author and sales trainer Jody Williamson of Sandler Sales Training on the structure of a financial advisor's first appointment along with the great questions and techniques that separate...

Identifying pain is one of the most important steps in the qualifying process. If prospects aren’t experiencing pain that can be alleviated by your products or services, there is no sales opportunity to pursue, and the sooner you discover that, the better. Join Dave Alison, CFP®, EA as he interviews best-selling author and sales trainer Jody Williamson of Sandler Sales Training on the structure of a financial advisor's first appointment along with the great questions and techniques that separate...

On this episode of our Take Action Podcast series hosted by Jason L Smith, we share a special guest interview of Mary Sterk,CFP®. Mary is a Financial Advisor, Author and Mastermind Member at Clarity 2 Prosperity and Senior Vice President of Coaching. Together they discuss the advantages of being in a Mastermind Group, including: Tapping into best practices from like-minded advisors Elevating your business through collaboration and sharing ideas One-on-one and group coaching Access to turnkey...