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.
Follow Our Podcast
Recent Episodes
The Power of a 4-Step Financial Planning Process
The financial game is changing - what are you doing to stand out and rise above the competition? Listen as Jason L Smith and Dave Alison share a proven...
Positioning Life Insurance with Long-Term Care Benefits
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...
The Bucket Plan Best Interest Process: A New Framework for Teaching
After a recent training, Jason L Smith had a breakthrough revelation - most advisors who use The Bucket Plan use the concepts before they start...
The Power of the Concepts and Tools of The Bucket Plan®
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....
One-Year Home Health Care in Your Client’s Bucket Plan
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...
POWERED BY BLUBRRY
