The Bucket Plan® On-Demand Series

C2P
  • 4.2 (6)
  • Investing
  • Updated Monthly

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 while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!

  1. Jul 28

    Guaranteed Income and Retirement Happiness: What Advisors Should Know

    Many of your clients have enough money to live the retirement they planned, but they're not spending it. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner at Prosperity Capital Advisors, as he sits down with economist and retirement income specialist, Tom Hegna. Together they walk through what the research shows about guaranteed lifetime income, the "just in case" mindset and what it costs clients in their retirement years, and how to frame that conversation in a way that lands. Resources: Website referenced: Tom Hegna On DemandBooks referenced: Don't Worry, Retire Happy and Paychecks and Playchecks by Tom HegnaStatistics: Retirees with annuitized income spend twice as much as those with non-annuitized savingsFixed indexed annuities have outperformed bonds on an annualized basis for the past 90 years The efficient retirement portfolio frontier shifts from stocks and bonds to stocks and annuitiesAnnuities can increase happiness in retirementThe secret to a happier retirement is friends, neighbors, and a fixed annuity."Ernst & Young: The optimal retirement portfolio is approximately 30% income annuities, 30% permanent life insurance, and 40% investments. BlackRock: Retirees should hold 20–40% of their retirement portfolio in annuities. Goldman Sachs: Annuities can produce better returns than a stock or bond portfolio for lifetime income purposes.

  2. Jul 15

    Client Communication: Why Visuals Land When Numbers Don't

    Get a free copy of Jamie’s Book, Your Retirement Sketchbook: 125 Retirement planning Lessons from Financial Experts by visiting https://bit.ly/4f3Gzlg.   Many financial planning conversations lean on spreadsheets, Monte Carlo projections, and pie charts, but Jamie Hopkins has built a career around a different approach: sketching. Join host Dave Alison, President of Wealth Management and founding partner at Prosperity Capital Advisors, as he sits down with Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Chief Wealth Officer at WSFS Bank and CEO of Bryn Mawr Capital Management, to discuss his new book, Your Retirement Sketchbook: 125 Retirement Planning Lessons from Financial Experts. Dave and Jamie explore why sketching and visual tools help clients engage with complex planning concepts, research behind why imperfect drawings invite participation, and how understanding a client's personal money story can transform the advisor-client relationship. Resources: Books referenced:Your Retirement Sketchbook: 125 Retirement Planning Lessons from Financial Experts by Jamie Hopkins and Bonnie HopkinsRewirement: Rewiring The Way You Think About Retirement! by Jamie HopkinsRich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. KiyosakiProgram referenced: RICP® program at The American College of Financial Services (Use C2P15 for 15% off single course enrollments.)Statistics: According to Jamie Hopkins, the Secret Service now estimates the average loss from check fraud at approximately $90,000.Research led by UCLA professor Hal Hershfield (2011) found that showing people age-progressed photos of themselves, paired with a prompt to save for their future self, increased retirement savings rates more than standard personalized outreach.

  3. Jun 17

    Building a Personal Brand as a Financial Advisor: Authenticity First

    Authenticity has become one of the most powerful differentiators in financial advising, but it's also one of the hardest things to practice consistently. Join host Dave Alison, CFP®, EA, BPC, President of Wealth Management and Founding Partner at Prosperity Capital Advisors, as he sits down with Alanah Phillips, MBA, founder of Advisor Launch Lab and Break Up With Your Broker-Dealer. Together they explore what it looks like to build a personal brand rooted in genuine connection, why vulnerability strengthens client relationships, and what separates advisors who stand out from those who blend in. Resources: Book referenced: Breaking Up With Your Broker-Dealer by Alanah Phillips

  4. May 13

    Attracting and Retaining Women Clients as a Financial Advisor

    Many advisory firms say they serve everyone. What that often means in practice is a client experience built around a male default and a woman across the table who doesn't feel seen. Join host Kirsten Schlumbohm as she sits down with Lisa M. Hinz, founder of CORNHERSTONE, to talk about what how to design your firm for women on purpose. They cover why 80% of women leave their husband's financial advisor after a spouse passes, what widowhood looks like today, and how to audit your existing client journey before a slow leak of attrition becomes something you can't ignore. Whether you're just starting to think about this or believe your firm is already doing it well, this conversation will surface gaps you may not know you have. Statistics: 80% of women will change their financial advisor after their spouse passes away The average age of a widow today is 59.5 years oldClient acquisition in financial services costs approximately $3,000 per clientAccording to a study cited in Fearless Referrals by Matt Anderson, only 11% of clients had been asked for referrals, yet 72% said they would happily recommend their advisor.

  5. Mar 25

    How High-Performing Financial Advisors Approach Client Conversations

    What do ultra-high-performing financial advisors do differently? According to Carlos M. Garcia, founder of Exceed Sales, it comes down to three things: communication mastery, deep curiosity, and obsessive preparation. In this episode, host Dave Alison, founder of Alison Wealth Management and Partner and Co-President at C2P and Prosperity Capital Advisors, sits down with Carlos to unpack the habits, mindset shifts, and specific language techniques that top-performing advisors use to help win more clients, handle objections with confidence, and protect their time without compromising client relationships. Resources: Book referenced: Exactly What to Say: The Magic Words for Influence and Impact by Phil JonesSales training referenced: Exceed Sales

  6. Mar 11

    How to Choose the Right Distribution Partner as a Financial Advisor

    Advisors tend to choose a distribution partner based on product shelf, compensation, or convenience. But according to Kalem Mackey, that's the wrong criteria entirely. Join host Kirsten Schlumbohm, VP of Annuity Sales at C2P and Prosperity Capital Advisors, as she sits down with Kalem Mackey, Executive Vice President at C2P and Prosperity Capital Advisors. Together they discuss what separates thriving advisor-distribution relationships from ones that quietly stall your growth. Drawing on nearly 25 years of experience on both sides of the table as an advisor and as a distribution partner, Kalem shares the principles, practices, and frameworks that make these partnerships truly work. Resources: Tool referenced: Zocks Process referenced: The Bucket Plan®Programs referenced: The Bucket Plan®, The Teamwork Movement

  7. Feb 25

    Protecting Clients' Retirement from Rising College Costs

    College costs are quietly becoming one of the most significant threats to your clients' retirement security and advisors aren't having this conversation nearly early enough. In this episode, host Kirsten Schlumbohm sits down with Jeannie Burlowski, academic strategist and author of Launch! How to Get Your Kids Through College, Debt Free, and Into Jobs They Love Afterwards, to give you a practical playbook for protecting your clients from the financial landmines hidden inside college decisions. From a critical Parent PLUS loan deadline hitting in 2026 to career clarity strategies that eliminate wasted tuition dollars, Jeannie breaks down exactly how you can add college planning to your practice, without adding 200 hours of training to your plate. Resources: Book referenced: Launch! How to Get Your Kids Through College, Debt Free, and Into Jobs They Love Afterwards by Jeannie BurlowskiArticles referenced: Got Parent PLUS Loans? Act Fast Before Key Protections Disappear, Hilarious Idea Makes Kids Eager to Apply for ScholarshipsMembership referenced: Jeannie Burlowski's Tribe Membership Newsletter referenced: Jeannie Burlowski's bi-weekly email newsletter

  8. Feb 4

    401(k) Match Alternatives: Planning Strategies for High-Earning Clients

    When employers cut 401(k) matching, your high-earning clients face a critical planning moment. Help them adapt by learning how to audit their complete benefits package and redirect savings into overlooked opportunities like health savings accounts, deferred compensation, and mega backdoor Roth conversions. Join host, Dave Alison and guest, Bryan Bibbo, AIF, NSSA, BPC, CEPA, President & CFO and Partner at JL Smith Holistic Wealth Management, as they share real client strategies for maintaining retirement trajectory when traditional benefits disappear. From restricted stock unit (RSU) tax withholding optimization to strategic employee stock purchase plan (ESPP) timing, learn how to turn benefit cuts into comprehensive planning conversations that demonstrate your value and uncover hidden assets. Resources: Financial Planning Software: eMoneyTax Planning Tool: Holistiplan

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4.2
out of 5
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About

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 while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!

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