The Bucket Plan® On-Demand Series

By Prosperity Capital AdvisorsBusiness Education Investing How To Management

The Bucket Plan® On-Demand Series episodes

June 28, 2019 An Asset Allocation Strategy Your Clients Will Actually Understand
Hosts Jason L Smith and Dave Alison discuss an asset allocation strategy that your clients will actually understand-The Bucket Plan®. You’ll learn how to simplify financial planning for your clients within the three-bucket approach and how to segment money based on purpose and time.

36 min
May 30, 2019 Identify Risk & Investor Vulnerability

Hosts Jason L Smith and Dave Alison discuss investor vulnerabilities, including sequence of returns risk and the three phases of the Money Cycle. You’ll learn how to educate your prospects, create the need, and motivate prospects to move forward during your first meeting.

38 min
April 17, 2019 How Do You Increase Your Closing Ratio by 72.3%? Ask These Questions
Identifying pain is one of the most important steps in the qualifying process. If prospects aren’t experiencing pain that can be alleviated by your products or services, there is no sales opportunity to pursue, and the sooner you discover that, the better. Join Dave Alison, CFP®, EA as he interviews best-selling author and sales trainer Jody Williamson of Sandler Sales Training on the structure of a financial advisor's first appointment along with the great questions and techniques that separate top performing advisors from the rest in a crowded marketplace.

41 min
October 24, 2018Harnessing the Power of a Mastermind Group
On this episode of our Take Action Podcast series hosted by Jason L Smith, we share a special guest interview of Mary Sterk,CFP®. Mary is a Financial Advisor, Author and Mastermind Member at Clarity 2 Prosperity and Senior Vice President of Coaching. Together they discuss the advantages of being in a Mastermind Group, including:
Tapping into best practices from like-minded advisors
Elevating your business through collaboration and sharing ideas
One-on-one and group coaching
Access to turnkey processes and resources

For financial professional use only. Not for use with the general public.
0 min
August 21, 2018Addressing 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 at Premier Social Security Consulting LLC. Together they discuss social security, including:
How to help maximize your client's benefits
Whether Social Security will be there when your clients need it
When the best time is for your clients to receive their benefits
Permanent mistakes and how to avoid them

For financial professional use only. Not for use with the general public.
0 min
May 31, 2018FIAs 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 American College and Director of the New York Life Center for Retirement Income. Together they discuss their candid, first-hand experiences with implementing fixed indexed annuities as a bond alternative, including:
What is an FIA and how does it work (common misconceptions)
How to easily and accurately explain this vehicle to clients
Three primary uses and considerations for FIAs including
Flooring approach for predictable income
Bucketing based on time segmentation and
Systematic withdrawals for a total return approach
Jamie Hopkins, a professor at The American College and Director of the New York Life Center for Retirement Income. Hopkins is a well-recognized writer, speaker and thought leader in the area of retirement income planning. His most recent book, Rewirement: Rewiring The Way You Think About Retirement, details the behavioral finance issues that hold people back from a more financially secure retirement.

For financial professional use only. Not for use with the general public.
0 min
April 04, 2018The 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 urge you to maintain the proactive stance of providing services in the best interest of your clients at all times. In fact, we see this as an opportunity to not only meet regulatory requirements ahead of your competition but to create significant new business opportunities while strengthening existing client relationships!
The Certified Financial Fiduciary® designation is the validation that you’re committed to being a fiduciary.
The Bucket Plan® certification gives you the confidence and capability not only to gather more assets through your planning process, but to meet the best interest standard while you do it.
Together—it is a winning combination.
On this episode of our Take Action Podcast series hosted by Jason L Smith, we share a practice spotlight featuring Glen Pier and Carol Ward Ochoa. Together they discuss their candid, first-hand experiences with introducing The Bucket Plan® Certification and Certified Financial Fiduciary® designation in their advisory practices, including:
Why they embraced this training and philosophy in today’s environment
How these credentials are beings leveraged with their clients and prospects
Case studies of successfully introducing planning fees and receiving new prospects seeking out this fiduciary planning
And more
“Having the Certified Financial Fiduciary® and The Bucket Plan® certification is the perfect marriage of two aspects of the business. I always talk about the ultimate asset—peace of mind. I always talk about my clients owning that asset, but honestly, there is great peace of mind for me as an advisor knowing that I have these two certifications in my pocket. Not only that I can I do a better job for my clients, but now I can prove that I’m doing a better job for my clients.” – Carol Ward Ochoa.
If you have questions about upcoming training opportunities for The Bucket Plan® Certification and Certified Financial Fiduciary® designation, visit www.BeFiduciary.com or call (844) 545-1322 today!
For financial professional use only. Not for use with the general public. FINRA does not approve or endorse any professional credential or designation.
33 min
February 01, 2018The 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 control of your business rather than being trapped in a cycle of production to keep up with your marketing and administrative costs.
On this episode of our Take Action Podcast series hosted by Jason L Smith, we share a practice spotlight featuring Bryan Bibbo, AIF®. Together they discuss their candid, first-hand experiences with implementing The Cash Flow Analyzer process in their advisory practice to create a more profitable business, including how to get staff buy-in to:
Maximize revenue and minimize expenses
Statistically analyze cash flow to run a profitable business
Evaluate the rate of return on your marketing expenses
And more
If you have questions or feedback regarding the application of The Cash Flow Analyzer in your financial practice, call Clarity 2 Prosperity at (888) 240-1923 or visit www.Clarity2Prosperity.com today!

For financial professional use only. Not for use with the general public
38 min
November 10, 2017Discover 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 the evolution of the financial services industry over the past 50 years—particularly addressing the issue of transparency in compensation and charging a fee for intellectual capital.
Listen in as these thought-leaders discuss the true value of well-documented processes and their impact on your revenue, business valuation and regulatory protection, including:
What we can learn from commission reform in the UK
How to grow the value of your business to 10x annual revenue
Establish the process and confidence to charge planning fees
And more
Dan SullivanDan Sullivan is founder and president of The Strategic Coach Inc. A visionary, an innovator, and a gifted conceptual thinker, Dan has over 35 years’ experience as a highly regarded speaker, consultant, strategic planner, and coach to entrepreneurial individuals and groups. Dan’s strong belief in and commitment to the power of the entrepreneur is evident in all areas of Strategic Coach® and its successful coaching program, which works to help entrepreneurs reach their full potential in both their business and personal lives. He is author of over 30 publications, including The Great Crossover, The 21st Century Agent, Creative Destruction, and How The Best Get Better®. He is co-author of The Laws of Lifetime Growth and The Advisor Century.
Jason L SmithJason L Smith is a nationally-acclaimed speaker, financial planner, author, coach, and entrepreneur and is an 11-time Top of the Table qualifier. He is the founder of a holistic financial services practice, a financial training, coaching and IP development organization, and two national financial planning organizations. His most recent book, The Bucket Plan, is a bestseller with praises from national media and distribution through Barnes & Noble, Amazon and Hudson bookstores. Jason was named Top 40 under 40 by InvestmentNews magazine in 2015. His mission is to educate families world-wide on holistic financial planning.
49 min
September 27, 2017The Bucket Plan® Applied
It’s a new world for many financial advisors today between increasing regulation and educated clients needing and expecting coordinated financial plans. The Bucket Plan® turnkey process and best-selling book provides a holistic financial plan that includes insurance, investments, taxes, legacy planning, Social Security strategies and Medicare supplements into a comprehensive and simple plan that clients can easily understand.
On today’s Take Action podcast series hosted by Jason L Smith, we share a practice spotlight featuring David Buckwald, CFP®, ChFC®, CLU®, CLTC, NSSA. Buckwald is a top financial advisor with more than 30 years of experience who effectively implements The Bucket Plan® holistic planning process in his financial practice. He shares his candid, first-hand experiences, including how to:
Transition from a transactional advisor to a trusted financial consultant
Successfully introduce The Bucket Plan to clients and prospects
Help clients navigate the complex distribution phase of retirement with ease
Leverage turnkey resources to establish credibility and transparency
And more!
If you have questions or feedback regarding the application of The Bucket Plan in your financial practice, call Clarity 2 Prosperity at (888) 240-1923 or visit www.Clarity2Prosperity.com today!

For financial professional use only. Not for use with the general public.
28 min

About The Bucket Plan® On-Demand Series

From the publisher's feed

Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all…