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
Addressing Common Social Security Mistakes
On this episode of our Take Action Podcast series hosted by Jason L Smith, we share a special guest interview of Jim Blair, Lead Consultant...
FIAs as a Bond Alternative Applied
On this episode of our Take Action Podcast series hosted by Jason L Smith, we share a special guest interview of Jamie Hopkins, a professor at The...
The Power of The Bucket Plan® Certification and CFF® Designation
As mixed rulings and opinions continue to develop and speculation begins to build surrounding the SEC’s anticipated fiduciary rule, we continue to...
The Cash Flow Analyzer Applied
Break free from “growth at all costs” and make 2018 the year you shift your focus and efforts to what really matters—your net profitability! Take...
Discover the Power of a Unique Process to Transform your Financial Practice
World-renowned business coach Dan Sullivan of Strategic Coach and bestselling author and financial planner Jason L Smith share critical insights on...
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