The Bucket Plan® On-Demand Series

Recent Episodes

Coffee Break with C2P: Navigating Long-Term Care Insurance Conversations & Solutions

Posted October 30, 2023 • 00:26:27

Long-term care insurance may seem like a future concern, if at all, but for clients aged 65 and older, there’s a 70% chance they’ll need some type...

Coffee Break with C2P: How to kickstart client relationships with one phone call

Posted September 25, 2023 • 00:25:18

Are you familiar with “right fit client calls?” These calls are key to developing rapport and building a relationship with a potential client quickly...

Coffee Break with C2P: Using the Family Estate Organizer to Win Over & Retain Advisory Clients

Posted August 11, 2023 • 00:26:58

Are you looking for a tool that wows clients, keeps their estate plan organized, helps increase your closing ratio, and makes transitioning them to...

Coffee Break with C2P: The Tax Management Journey

Posted April 21, 2023 • 00:30:38

In this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, We discuss tax management and its impact on business,...

The Mind and the Market with Dr. Daniel Crosby - Older

Posted April 17, 2023 • 00:31:46

In this episode of the Bucket Plan On-Demand Podcast, Dave Alison, CFP®️, EA, BPC, President and Founding Partner of C2P Enterprises, sits down with...