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
Retaining Women Clients Through Life Transitions
Major life transitions often become inflection points in advisor-client relationships, moments where trust either deepens or dissolves. Join host Kirsten...
Long-Term Care Client Conversations: Real Stories and Strategies
What experience have you had either directly or indirectly when it comes to caring for an aging loved one? During this live recording from A Woman's...
From Conversations to Care Plans: How to Support Caregiving Clients
As the population ages, more families are facing the realities of caregiving, and financial advisors are often the first to see it unfold. Join host...
Stagflation Strategies Your Competitors Aren't Using
The economic landscape is shifting, and you’re probably hearing a term you haven't encountered in decades: stagflation. This toxic combination of...
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