The Bucket Plan® On-Demand Series
The Bucket Plan® On-Demand Series
Episodes
Episodes of The Bucket Plan® On-Demand Series
Mark All
Are your clients charitably inclined? Discover effective strategies to help them give to the causes they care about in a tax-efficient way. Join guest host Kalem Mackey, CFP®, BPC,CJA Executive VP at C2P, and guests Jeff Warnkin, Senior Wealth
Are your clients concerned about dropping interest rates? Discover how to optimize short-term assets in a challenging interest rate environment. Join guest host Stoyan Petev, CFA, CFP®, CLU, ChFc, and industry guests, Greg Hammer, President and
Struggling to design personalized financial plans that truly resonate with your clients? Join hosts Jason L Smith, Dave Alison, and Bryan Bibbo, AIF, NSSA, BPC, President and CFO of JL Smith Holistic Wealth Management as they explain the 'desig
Discover how educating your clients on the complexities of Medicare can help them make informed decisions and grow your business at the same time. Join guest host Matt Seitz and Gary Pelfrey, Director of Business Development at JL Smith Holisti
Dive deeper into the complexities of Social Security planning with part two of this enlightening episode featuring Ash Ahluwalia, CFP®, MBA, NSSA®, CSSCS, head Social Security Planning at OneTeam Financial. Tune in to discover advanced strategi
Social Security is an incredibly important part of your client’s retirement planning, but it’s also incredibly misunderstood by advisors and clients alike. Top of FormUnlock the hidden potential of Social Security planning for your practice wit
Did you know effectively managing your clients' emotions can improve their investment outcomes? Discover how in this enlightening episode on investor psychology. Join host Dave Alison and Mark Peterson, Director of Market & Portfolio Insights a
Are you fully leveraging life insurance in your holistic financial planning approach? Find out in this enlightening episode centered around Life Insurance Awareness Month. Join guest host Kirsten Schlumbohm, VP of Annuity Sales at C2P, and Stoy
Want to help your clients preserve their wealth and values across generations? Join host Dave Alison and guest Louise Cole, CFP®, CWC®, HDP®, CDP, BPC, principal and founding partner of The Heritage Group, as they explore the often-overlooked e
In part two of our conversation on the first step of The Bucket Plan® holistic wealth management process, we dive deeper into the discover phase. Join hosts Jason L Smith and Dave Alison with special guest Bryan Bibbo, as they explore advanced
Want to enhance your client onboarding process and build stronger relationships? Join hosts Jason L Smith, Dave Alison, and guest Bryan Bibbo, AIF, NSSA, BPC, President and CFO of JL Smith Holistic Wealth Management, as they explain The Bucket
Want to help your clients navigate the complex world of taxes and avoid costly pitfalls? Join host Dave Alison and lead advisors at JL Smith Holistic Wealth Management, Jeff Warnkin, CFP, CPA, and Seth Meisler, CFA, CPA, as they delve into the
Looking to attract and provide more value to your high-net-worth clients? Dive into the world of equity compensation with host Dave Alison and guests, Greg Dillon, CFA, CFP ®, CLTC®, NSSA®, Managing Partner and Head of Wealth Management and Ret
Are you effectively integrating life insurance into your clients’ holistic plan? Learn how enhancing your understanding of life insurance and its many benefits can help you stand out from other ‘holistic’ advisors and better protect your client
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 Part
Offering a key to your castle may be the key to growing your firm and securing your succession. Explore how mentorship is crucial for shaping successful advisory firms and developing future industry leaders. Host Matt Seitz, Chief Marketing Off
During election seasons, clients may be tempted to make emotional investment decisions motivated by politics rather than facts. In this data-driven episode, host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and founder, CEO
Do your clients have loved ones with special needs? Navigating their unique financial considerations can be challenging and costly if not done carefully. Learn how to provide holistic financial planning solutions tailored to their unique planni
Do your clients want to save or contribute to their loved one’s college expenses? Help them save effectively by learning the intricacies of 529 plans from guest host Stoyan Petev, CFA, CFP®, CLU, ChFc, Senior VP of Advanced Markets at C2P, and
80% of investors believe that their financial advisors should prioritize minimizing their taxes but only one in five advisors offer their clients tax management services.* Gain insights from real advisors who have transformed their practices by
If you’re used to working with pre-retirees or retirees, you may feel out of your element working with younger clients but helping them now while in their accumulation phase can be incredibly impactful to you both. Join Dave Alison, CFP®, EA, B
Is creating a financial plan for your client like putting together a long, complicated puzzle? It doesn’t have to be! Hosts Jason L Smith, CEP®, BPC, Founder and CEO of C2P and JL Smith Holistic Wealth Management, and Dave Alison, CFP®, EA, BPC
Looking for advanced financial planning techniques to serve your high-net-worth clients? Join host Jason L Smith, CEP®, BPC, Founder and CEO of C2P and JL Smith Holistic Wealth Management, as he welcomes two new team members, Stoyan Petev, CFA,
For financial professionals and clients alike, life insurance is often a misunderstood, mismanaged, and mis-sold asset. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P, and special guests, Stoyan Petev, CFA, CFP®, CL
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
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