The Bucket Plan® On-Demand Series

If you’re used to working with pre-retirees or retirees, you may feel out of your element working with younger clients but helping them now while in their accumulation phase can be incredibly impactful to you both. Join Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P, and Alison Wealth Management, for an engaging discussion on empowering the next generation of investors with Joe'Mar Hooper, CEO of 3rd Decade, along with additional insights from Ryan Asher, Director of Investment Operations at C2P. They explore how education can lead to better financial decisions in one’s accumulation phase and how financial advisors can adopt a more active role to supporting financial literacy. They also discuss the benefits of advisors volunteering with nonprofits like 3rd Decade, including enhancing their mentoring skills and understanding diverse client needs. Tune in for powerful insights on helping prepare the next generation for a prosperous financial future.

Resources:

• 3rd Decade Financial Education for Young Adults
• Elements Financial Pre-Planning Software
• The Teamwork Movement Live Training 

Is creating a financial plan for your client like putting together a long, complicated puzzle? It doesn’t have to be! Hosts Jason L Smith, CEP®, BPC, Founder and CEO of C2P and JL Smith Holistic Wealth Management, and Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and founder, CEO, and lead advisor of Alison Wealth Management, share how to design and lay out an entire financial plan on one page with The Bucket Plan®. Listen and learn how to simplify the financial planning process today!

Resources:

• The Bucket Plan® book
• The Bucket Plan® audiobook
• The Bucket Plan® 1.0 Training

Looking for advanced financial planning techniques to serve your high-net-worth clients? Join host Jason L Smith, CEP®, BPC, Founder and CEO of C2P and JL Smith Holistic Wealth Management, as he welcomes two new team members, Stoyan Petev, CFA, CFP®, CLU, ChFc, Senior VP of Advanced Markets at C2P, and Seth Meisler, CFA, CFP®, CPA, Lead Advisor at JL Smith, to discuss sophisticated tax planning strategies and how they fit into The Bucket Plan® process for high-net-worth clients. Tune in to learn from their personal and professional real-world scenarios of incorporating these advanced tax, estate planning, and charitable giving strategies to provide comprehensive client service. Don’t miss this unique opportunity to learn from these highly skilled and specialized advisors!

For financial professionals and clients alike, life insurance is often a misunderstood, mismanaged, and mis-sold asset. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P, and special guests, Stoyan Petev, CFA, CFP®, CLU, ChFc, Senior VP of Advanced Markets at C2P, and Walter Young, MBA RICP, Business Development Officer and financial representative at JL Smith. These three join forces for a special discussion on leveraging life insurance in financial planning, in honor of "Insure Your Love Month.” Hear personal anecdotes and professional advice from these experienced professionals on utilizing life insurance for immediate wealth creation, retirement planning, and legacy building, while also addressing the technical aspects of policy design and the market's evolving landscape. Tune in to discover how life insurance has become a multifaceted tool for helping clients achieve financial security and peace of mind.

Resources:

The 5th Option: Why Your Retirement Plan Won't Work the Way You Think It Will book

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.

Resources:

The Bucket Plan® Book

The Bucket Plan® Audiobook

The Bucket Plan® Training

Communication is critical to connecting and building trust with clients. If you can’t communicate with clients effectively, your business will suffer. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner at C2P, and communication educator and author, Matt Abrahams, to discuss the impact of effective communication. Just like the Bucket Plan® process helps simplify financial planning for your clients, Matt’s pointers can help you further translate complex financial concepts to clients effectively. Tune in to enhance your communication skills and make lasting client connections using the "What, So What, Now What" communication structure, and more!

Resources

·       Think Faster Talk Smarter: How to Speak Successfully When You’re Put on the Spot (2023) Book

·       Speaking Up Without Freaking Out: 50 Techniques for Confident, Calm, and Competent Presenting (3rd edition) (2016) Book

·       Think Fast Talk Smart, the podcast

·       NoFreakingSpeaking.com

Top-performing financial advisors at C2P have at least one thing in common — they leverage the Bucket Plan® book in their sales process. * Author of “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement,” and Founder and CEO of C2P, Jason L Smith, CEP®, BPC, and Dave Alison CFP®, EA, BPC, President and Founding Partner of C2P. The two share success stories using the physical and audio versions of the Bucket Plan® book in their own practices. Discover the lasting value this book that delivers stability to clients in uncertain times about their financial future regardless of their total assets or net worth. Plus, learn how to use the book as a marketing tool to attract and engage potential clients as well as establish trust and credibility regardless of what format it’s presented in.

Resources:

• The Bucket Plan® Book
• The Bucket Plan® Audiobook
• Die with Zero Book

Long-term care insurance may seem like a future concern, if at all, but for clients aged 65 and older, there’s a 70% chance they’ll need some type of long-term care services in their remaining years.* The time to have the long-term care conversation is now — before your clients, or really their beneficiaries need it.  Join host Kalem Mackey, CFP®, BPC, Executive VP of Insurance Distribution at C2P, and special guests, Ali Swofford PhD, CLU, ChFC, President of Prosperity Partners Wealth Management; and Carol Schmidlin, CFF, MRFC®, President of Franklin Planning, as they discuss the importance of having long-term care solutions in your client’s holistic financial plan. Listen in to learn how to approach this conversation with clients (most of whom won’t bring it up themselves), respond to their objections, and explore various strategies, including hybrid policies and tax benefits.

Source:

https://acl.gov/ltc/basic-needs/how-much-care-will-you-need

Are you familiar with “right fit client calls?” These calls are key to developing rapport and building a relationship with a potential client quickly and effectively. While listening to the client is a crucial aspect, so is knowing how to steer the conversation and make a lasting connection. In this episode of the Bucket Plan On-Demand, host Matt Seitz, Partner and Chief Marketing Officer at C2P, interviews right fit call experts Gary Pelfrey, Director of Business Development at JL Smith, and Andrei Henson, Advisor Growth Specialist at C2P. Tune in to learn their tips and tricks to holding a productive and insightful right fit call that demonstrates your value and sets the stage for a successful client-advisor relationship.

Resources: https://blubrry.com/rainmaker_multiplier/94336753/questions-that-convert-with-phil-jones/

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!