Are you looking for a tool that wows clients, keeps their estate plan organized, helps increase your closing ratio, and makes transitioning them to a new advisor in your firm seamless? The Family Estate Organizer — a key part of the Bucket Plan® process — has helped advisors nationwide, including Bryan Bibbo, AIF®, NSSA, BPC, Partner at the JL Smith Group; and Dean Thurman, Founding Partner of InvestWise Financial and White Glove. Tune in to find out how the Family Estate Organizer can enhance your client offerings!

In this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, We discuss tax management and its impact on business, share real world stories from clients, and give our takeaways from the Tax Management Journey® training. Barista Dave Alison, President | Founding Partner of C2P, is joined by Glen Pier, Founder & President of Infinity Wealth Management, and Walter Young MBA, RICP®, Founder of the 5th Option.

In this episode of the Bucket Plan On-Demand Podcast, Dave Alison, CFP®️, EA, BPC, President and Founding Partner of C2P Enterprises, sits down with Dr. Daniel Crosby, Chief Behavioral Officer at Orion. They discuss Dr. Crosby's presentation "The Mind and the Market" and dive into how advisors think, how to help clients navigate the volatility in the market, and how to manage and maximize their investments. Dave and Dr. Crosby also discuss the behavioral aspect of The Bucket Plan and how emotions tie into the process.

In this special edition of the Bucket Plan On-Demand podcast, we're giving you a sneak peek of our exclusive Mastermind Collegium and sharing a tax policy update from the event! Dave Alison, CFP®, EA, BPC spoke to advisors in attendance and discussed all things taxes: What policies did and did not become law in 2022, and what's to come in 2023 with new numbers, tax rates, ideas, and strategies.

In this special edition of the Bucket Plan On-Demand podcast, we're giving you a sneak peek of our exclusive Mastermind Collegium and sharing our Top 5 Roundtables! Listen as Ivy Pierson, CEP, MBA, of Pierson Wealth Management, and Joe Salerno of Salerno Financial Group, share how The Bucket Plan® can simplify asset allocation for clients. They also discuss the products and strategies that they use within The Bucket Plan, so tune in!

In this episode of the Bucket Plan On-Demand Podcast, Dave Alison, CFP®️, EA, BPC, President and Founding Partner of C2P Enterprises, sits down with author, attorney, and President of Insurance Education Advisors, Harley Gordon. He is a nationally recognized authority on long-term care issues. Gordon's book, The Conversation, was written to help advisors and families facilitate a discussion around the uncomfortable subject of extended care.

In this episode of the Bucket Plan On-Demand Podcast, Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P Enterprises, sits down with Greg Hammer, President of Hammer Financial Group, and David Roth, EA, Tax & Wealth Advisor at Alison Wealth Management. They discuss strategies to support your firm and communicate with your clients.

In this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, Jennifer Mackert, Chief Operating Officer, interviews the top 2 advisors at C2P Enterprises: Bryan Bibbo of JL Smith and Dave Alison of Alison Wealth Management. They share first-hand advice, like how to ask for and receive the right kinds of referrals from your existing clients. Tune in to hear the entire conversation!

In this edition of the Bucket Plan On-Demand Podcast, Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P Enterprises, sits down with Matt Seitz, the CMO of JL Smith Wealth & Tax Planning, and Greg Dillon, CFA®, CFP®, CLTC® Managing Partner of One Team Financial LLC. They discuss different strategies to educate and communicate with clients throughout the financial planning process.