20 episodes

Industry leading financial advisors, mentors and business leaders, Jason L Smith & Dave Alison host and interview top industry experts and advisors on actionable financial planning strategies to grow your business and stay ahead of your competition.

The Bucket Plan® On-Demand Series Clarity 2 Prosperity

    • Education
    • 4.5 • 2 Ratings

Industry leading financial advisors, mentors and business leaders, Jason L Smith & Dave Alison host and interview top industry experts and advisors on actionable financial planning strategies to grow your business and stay ahead of your competition.

    Making the Simple, Simpler: Retirement Analyzer, The Bucket Plan® Edition

    Making the Simple, Simpler: Retirement Analyzer, The Bucket Plan® Edition

    Clarity 2 Prosperity has partnered with Retirement Analyzer software to provide an exclusive The Bucket Plan® edition to our advisors! Listen as we share details on this exciting tool and how it can help provide financial plans that are simple to create and easy for your clients to understand - all while growing your business in the process. Get started today!

    • 30 min
    Holistic Financial Planning: A Success Story

    Holistic Financial Planning: A Success Story

    What can The Bucket Plan® do for your business? Listen as top advisor Greg Hammer of Hammer Financial shares his success story. You'll hear details on his evolution as well as how the Bucket Plan's 4-Step process and its Concepts & Tools has helped his practice generate over $40 million in new client assets each of the last four years!

    • 25 min
    Monetize Your Wisdom

    Monetize Your Wisdom

    We'll cut to the chase: It's time for you to monetize your wisdom as a financial advisor and charge planning fees for your services. Listen as advisor DC Chamberlin shares his journey and how he went from reluctance to now charging the most in the C2P organization. You will also discover why it is important to first gain your clients trust, how to sell the process vs. the product and you'll learn about several different ways to charge planning fees. Get started on growing your business today!

    • 32 min
    The Power of a 4-Step Financial Planning Process

    The Power of a 4-Step Financial Planning Process

    The financial game is changing - what are you doing to stand out and rise above the competition? Listen as Jason L Smith and Dave Alison share a proven 4-step process that simplifies financial planning. You'll get an in-depth look at the steps, its infrastructure and see how to bring clarity to the services you provide - and clarity for your clients as they embark on their retirement journey. Get started today!

    • 31 min
    Positioning Life Insurance with Long-Term Care Benefits

    Positioning Life Insurance with Long-Term Care Benefits

     
    As a financial advisor, it’s important for you to keep your foot on the gas and help your clients. Listen as Dave Alison and wealth advisor Tim Clairmont dig into the importance of Life Insurance and its long-term care opportunities. You’ll also hear tips on how to have the conversation, which products to use and how it all ties together within The Bucket Plan® - get started on growing your business today!
     

    • 27 min
    The Bucket Plan 1.0: A New Framework for Teaching

    The Bucket Plan 1.0: A New Framework for Teaching

    After a recent training, Jason L Smith had a breakthrough revelation - most advisors who use The Bucket Plan use the concepts before they start using the tools - so a new framework was born. Listen as Jason and Dave Alison discuss The Bucket Plan Best Interest Process. You will also hear about each concept and tool and their place in the innovative structure. Get started on growing your business today!

    • 34 min

Customer Reviews

4.5 out of 5
2 Ratings

2 Ratings

DynTastic ,

Loved the episode on Increasing Closing

Great insights into asking better questions, and ideas for when to ask them. Awesome content! Dave is a great host, and Jody had some awesome experience and tips to share. I got more out of this 40 min podcast then I've gotten from most of the sales books I’ve read. Keep it up guys!!

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