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
The Bucket Plan® Applied
It’s a new world for many financial advisors today between increasing regulation and educated clients needing and expecting coordinated financial...
Social Security Strategies Applied
This week we are excited to debut our brand new on-demand Take Action podcast series hosted by Jason L Smith. This practice spotlight features Don Chamberlin,...
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