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
Winning New Assets Under Management
As a financial advisor, there’s always at least one topic at the top of your mind, and that’s winning more assets under management. Take...
Build Client Relationships with the Family Estate Organizer
Stop wasting time and energy trying to collect and organize your client's documents! In this episode, Dave Alison and Carl Smith talk about The Family...
Making the Simple, Simpler: Retirement Analyzer, The Bucket Plan® Edition
Clarity 2 Prosperity has partnered with Retirement Analyzer software to provide an exclusive The Bucket Plan® edition to our advisors! Listen as we...
Holistic Financial Planning: A Success Story
What can The Bucket Plan® do for your business? Listen as top advisor Greg Hammer of Hammer Financial shares his success story. You'll hear details...
Monetize Your Wisdom
We'll cut to the chase: It's time for you to monetize your wisdom as a financial advisor and charge planning fees for your services. Listen as advisor...
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