The Bucket Plan® On-Demand Series

  As a financial advisor, it’s important for you to keep your foot on the gas and help your clients. Listen as Dave Alison and wealth advisor Tim Clairmont dig into the importance of Life Insurance and its long-term care opportunities. You’ll also hear tips on how to have the conversation, which products to use and how it all ties together within The Bucket Plan® - get started on growing your busi...

After a recent training, Jason L Smith had a breakthrough revelation - most advisors who use The Bucket Plan use the concepts before they start using the tools - so a new framework was born. Listen as Jason and Dave Alison discuss The Bucket Plan Best Interest Process. You will also hear about each concept and tool and their place in the innovative structure. Get started on growing your business t...

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...

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 ac...

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 you...

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 profess...

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 t...

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 e...

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.

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 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 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...

  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 you...

  On this episode of our Take Action Podcast series hosted by Jason L Smith, we share a special guest interview of Jim Blair, Lead Consultant at Premier Social Security Consulting LLC. Together they discuss social security, including: How to help maximize your client's benefits Whether Social Security will be there when your clients need it When the best time is for your clients to receive their b...

On this episode of our Take Action Podcast series hosted by Jason L Smith, we share a special guest interview of Jamie Hopkins, a professor at The American College and Director of the New York Life Center for Retirement Income. Together they discuss their candid, first-hand experiences with implementing fixed indexed annuities as a bond alternative, including: What is an FIA and how does it work (...

As mixed rulings and opinions continue to develop and speculation begins to build surrounding the SEC’s anticipated fiduciary rule, we continue to urge you to maintain the proactive stance of providing services in the best interest of your clients at all times. In fact, we see this as an opportunity to not only meet regulatory requirements ahead of your competition but to create significant new bu...

Break free from “growth at all costs” and make 2018 the year you shift your focus and efforts to what really matters—your net profitability! Take control of your business rather than being trapped in a cycle of production to keep up with your marketing and administrative costs. On this episode of our Take Action Podcast series hosted by Jason L Smith, we share a practice spotlight featuring Bryan...

World-renowned business coach Dan Sullivan of Strategic Coach and bestselling author and financial planner Jason L Smith share critical insights on the evolution of the financial services industry over the past 50 years—particularly addressing the issue of transparency in compensation and charging a fee for intellectual capital. Listen in as these thought-leaders discuss the true value of well-doc...

It’s a new world for many financial advisors today between increasing regulation and educated clients needing and expecting coordinated financial plans. The Bucket Plan® turnkey process and best-selling book provides a holistic financial plan that includes insurance, investments, taxes, legacy planning, Social Security strategies and Medicare supplements into a comprehensive and simple plan that c...