By C2P
3.8
44 ratings
The podcast currently has 78 episodes available.
Discover how educating your clients on the complexities of Medicare can help them make informed decisions and grow your business at the same time. Join guest host Matt Seitz and Gary Pelfrey, Director of Business Development at JL Smith Holistic Wealth Management, as they unravel the intricacies of Medicare supplement plans. Learn how to differentiate between Medicare parts and plans, debunk common misconceptions, and understand the crucial differences between Medicare Advantage and Supplement options. Whether you're new to Medicare planning or looking to enhance your expertise, tune in to learn how to use these conversations and strategies to generate new leads and better serve your existing clients.
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Dive deeper into the complexities of Social Security planning with part two of this enlightening episode featuring Ash Ahluwalia, CFP®, MBA, NSSA®, CSSCS, head Social Security Planning at OneTeam Financial. Tune in to discover advanced strategies and little-known rules that can significantly impact your clients' retirement outcomes. Ash tackles misconceptions about benefit calculations, pension interactions, and international considerations. He also shares how to navigate HSA contributions, tax implications, special rules for same-sex couples and divorced individuals, and more. Gain knowledgeable insights to help your clients avoid costly mistakes and provide comprehensive retirement advice that helps set you apart from your competition.
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Social Security is an incredibly important part of your client’s retirement planning, but it’s also incredibly misunderstood by advisors and clients alike. Top of Form
Unlock the hidden potential of Social Security planning for your practice with part one of this episode led by Ash Ahluwalia, CFP®, MBA, NSSA®, CSSCS, head of Social Security planning at OneTeam Financial. Listen as Ash debunks common myths and reveals powerful strategies to maximize your clients' retirement income. Learn from his insights on risk-adjusted strategies, pricing your services, and using Social Security expertise to differentiate your practice. You’ll also discover how to leverage Social Security planning as a prospecting tool, attract high-value clients, and generate professional referrals. Tune in to gain valuable knowledge that can add hundreds of thousands of dollars to your clients' retirement plans and solidify your role as their trusted advisor.
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Did you know effectively managing your clients' emotions can improve their investment outcomes? Discover how in this enlightening episode on investor psychology. Join host Dave Alison and Mark Peterson, Director of Market & Portfolio Insights at BlackRock, as they explore the critical role of behavior in financial planning. Learn to identify common investor biases, initiate crucial conversations about market volatility, and implement proactive strategies like bear market planning. Gain insights on educating clients about diversified portfolios and market behaviors and hear real-world examples of psychology's impact on financial decisions. Tune in to learn how to help your clients navigate market uncertainties and achieve better financial outcomes by mastering the art of investor psychology.
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Are you fully leveraging life insurance in your holistic financial planning approach? Find out in this enlightening episode centered around Life Insurance Awareness Month. Join guest host Kirsten Schlumbohm, VP of Annuity Sales at C2P, and Stoyan Petev, SVP of Advanced Market Sales at C2P, as they explore strategies to educate your clients and enhance your advisory services. Learn how to seamlessly integrate life insurance into The Bucket Plan® process, overcome client objections, and use it as a versatile tool for various financial planning challenges. Discover recent product innovations, explore real-world case studies, and gain insights on timing life insurance discussions with clients. Tune in to strengthen your role as a holistic financial advisor, address client needs more comprehensively, and grow your practice through effective life insurance strategies.
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Over 50% of U.S. adults admit to a lack of understanding about life insurance
Want to help your clients preserve their wealth and values across generations? Join host Dave Alison and guest Louise Cole, CFP®, CWC®, HDP®, CDP, BPC, principal and founding partner of The Heritage Group, as they explore the often-overlooked emotional aspects of inheritance planning. Learn how to prepare families to receive and manage wealth, mitigate the psychological effects of affluenza, and capture family stories and values through guided discovery. You’ll discover strategies for engaging the next generation, facilitating family communication, and creating meaningful legacy letters. Tune in to gain valuable insights on incorporating comprehensive legacy planning into your advisory practice, strengthening multi-generational client relationships, and enhancing your services to high-net-worth clients.
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In part two of our conversation on the first step of The Bucket Plan® holistic wealth management process, we dive deeper into the discover phase. Join hosts Jason L Smith and Dave Alison with special guest Bryan Bibbo, as they explore advanced strategies for mastering this crucial client onboarding step. Listen as they share how to effectively introduce the five pillars of holistic wealth management to clients, explain The Bucket Plan's bucket concept, and maximize tools like the Family Estate Organizer and Concerns and Priorities Worksheet. Tune in for more valuable insights to enhance your discover process and create truly customized financial plans using The Bucket Plan® methodology!
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Want to enhance your client onboarding process and build stronger relationships? Join hosts Jason L Smith, Dave Alison, and guest Bryan Bibbo, AIF, NSSA, BPC, President and CFO of JL Smith Holistic Wealth Management, as they explain The Bucket Plan® holistic wealth management process, starting with the discover phase. Learn how to conduct effective initial meetings, gather crucial client information, and set the foundation for personalized financial planning in this initial planning stage stage. Discover techniques for creating a comfortable environment, introducing the bucket concept, and utilizing tools like the Family Estate Organizer and Concerns and Priorities Worksheet. Plus gain insights on leveraging RIA support, implementing this multi-meeting process, and more to ensure comprehensive client care.
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Want to help your clients navigate the complex world of taxes and avoid costly pitfalls? Join host Dave Alison and lead advisors at JL Smith Holistic Wealth Management, Jeff Warnkin, CFP, CPA, and Seth Meisler, CFA, CPA, as they delve into the intricacies of marginal tax traps. Learn how to identify and mitigate these often-overlooked challenges within The Tax Management Journey® framework. Discover common scenarios where these traps occur, from Social Security taxation to required minimum distributions, and explore strategies to optimize your clients' overall tax picture. You’ll also gain valuable insights on multi-year tax planning, effective tax rate analysis, and the importance of thorough tax return reviews. Listen in to learn how you can provide more comprehensive guidance that will help your clients avoid unnecessary tax burdens.
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Looking to attract and provide more value to your high-net-worth clients? Dive into the world of equity compensation with host Dave Alison and guests, Greg Dillon, CFA, CFP ®, CLTC®, NSSA®, Managing Partner and Head of Wealth Management and Retirement Income Planning at OneTeam Financial, and David Roth, CFP®, EA, BPC, Tax & Wealth Advisor at Alison Wealth Management. Together they explore the various forms of equity compensation, including RSUs and stock options, and discuss tax management strategies within The Bucket Plan® framework. Learn common mistakes to avoid, advanced wealth preservation techniques, insider trading considerations, and how to leverage this expertise to better serve your clients and grow your business.
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The podcast currently has 78 episodes available.
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