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
Advanced Tax-Efficient Planning for High-Net-Worth Clients
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...
Impactful Life Insurance Strategies for Financial Advisors
For financial professionals and clients alike, life insurance is often a misunderstood, mismanaged, and mis-sold asset. Join host Dave Alison, CFP®,...
Back to Bucket Plan Basics: Episode 1
Hosts Jason L Smith and Dave Alison discuss an asset allocation strategy that your clients will actually understand — The Bucket Plan®. You’ll...
Client Communication Tips from Matt Abrahams
Communication is critical to connecting and building trust with clients. If you can’t communicate with clients effectively, your business will...
Coffee Break with C2P: How High-Performing Advisors Leverage The Bucket Plan® Book
Top-performing financial advisors at C2P have at least one thing in common — they leverage the Bucket Plan® book in their sales process. * Author...
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