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. Join Jason L Smith, Founder and CEO of C2P, and Dave Alison, President and Founding Partner of C2P, as they delve into how this approach simplifies implementation and elevates client outcomes. Listen in to hear how Jason was inspired to look at the process in a new way that helps financial advisors even more easily integrate it into their practice to help their clients.

Resources:

• The Bucket Plan® book
• The Bucket Plan® audiobook
• The Bucket Plan® 1.0 Training
• The Bucket Plan® 2.0 Training
• Designing Your Client’s Bucket Plan Blog