52 episodes

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!

The Bucket Plan® On-Demand Series C2P

    • Business
    • 3.8 • 4 Ratings

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!

    Back to The Bucket Plan® Basics: Episode 3

    Back to The Bucket Plan® Basics: Episode 3

    Discover how the simplicity of The Bucket Plan® process gets even more effective once you know how to leverage the concepts and tools within the framework. Join Jason L Smith, Founder and CEO of C2P, and Dave Alison, President and Founding Partner of C2P, as they delve into how this approach simplifies implementation and elevates client outcomes. Listen in to hear how Jason was inspired to look at the process in a new way that helps financial advisors even more easily integrate it into their practice to help their clients.Resources:* The Bucket Plan® (https://thebucketplanbook.com/) book* The Bucket Plan® (https://audible.com/pd/The-Bucket-Plan-Audiobook/B0CGKVMKB3) audiobook* The Bucket Plan® 1.0 (https://clarity2prosperity.com/simplify-the-financial-planning-process/) Training* The Bucket Plan® 2.0 (https://clarity2prosperity.com/financial-holistic-process-training/) Training* Designing Your Client’s Bucket Plan (https://c2penterprises.com/blog/financial-planning-simplified-designing-your-clients-bucket-plan/) Blog

    • 32 min
    Coffee Break with C2P: Building a Thriving Practice Through Mentorship & Thought Leadership

    Coffee Break with C2P: Building a Thriving Practice Through Mentorship & Thought Leadership

    Offering a key to your castle may be the key to growing your firm and securing your succession. Explore how mentorship is crucial for shaping successful advisory firms and developing future industry leaders. Host Matt Seitz, Chief Marketing Officer at C2P, leads the discussion with special guests Peter Lynch, CPA®, President, Retirement Tax Specialist, and Investment Advisor Representative, his mentee Corey Shevlin, BPC Investment Advisor Representative, both of Lynch Financial Group, and Carl Smith, founding partner and advisor ambassador of C2P. Join this experienced panel as they discuss the importance of and their success with, leveraging the knowledge of thought leaders and participating in mentorship opportunities to grow and scale their business. Whether you’re an established advisor aiming to build your legacy or an up-and-comer seeking guidance, tune in for invaluable wisdom on cultivating impactful mentoring relationships.Resources:* Strategic Coach * Ed Slott's Elite IRA Advisor Group

    • 28 min
    Investing Through the Election: How to Advise Clients During Political Uncertainty

    Investing Through the Election: How to Advise Clients During Political Uncertainty

    During election seasons, clients may be tempted to make emotional investment decisions motivated by politics rather than facts. In this data-driven episode, host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and founder, CEO, and lead advisor of Alison Wealth Management, and special guest, Dr. Apollo Lupescu, Vice President at Dimensional Fund Advisors, provide a framework to have informed, non-partisan conversations with your clients about investing amid political uncertainty. Analyzing decades of market performance data across election cycles and presidential parties, Lupescu dispels the notion that elections inherently impede markets. He shares strategies for initiating productive conversations that acknowledge emotions while focusing on evidence to reinforce long-term investing principles. Learn how to proactively ease your clients' minds and discourage politically-motivated trading that could derail their financial plans.Resources:* Elections Analysis White Label Presentation (https://c2p.box.com/s/1caquwyj88ylsto57n0149ul70jn31n9)* “Stock Marketing Investing in Election Year 2024” with Dr. Apollo Lupescu (https://www.alisonwealth.com/podcast)

    • 29 min
    Coffee Break with C2P: A Holistic Approach to Special Needs Planning

    Coffee Break with C2P: A Holistic Approach to Special Needs Planning

    Do your clients have loved ones with special needs? Navigating their unique financial considerations can be challenging and costly if not done carefully. Learn how to provide holistic financial planning solutions tailored to their unique planning needs in this insightful episode. Host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, interviews Betsy Larson, whose personal experiences having four sisters with Down syndrome inspired her to become a financial consultant specializing in advanced special needs planning. Larson discusses key considerations for these clients, including estate planning, government benefits, ABLE accounts, documenting crucial information, and best practices for advisors. Tune in to gain practical knowledge from real-world examples that can help you enhance your skillset and improve your clients’ special needs planning experience.Resources:* Register for Betsy Larson’s Next Special Needs Planning Webinar * Elizabeth “Betsy” Larson’s YouTube ChannelC2P Advisors Only:* Connect with Betsy on MentorConnect

    • 24 min
    Coffee Break with C2P: Tax-Advantaged Education Funding with 529 Plans

    Coffee Break with C2P: Tax-Advantaged Education Funding with 529 Plans

    Do your clients want to save or contribute to their loved one’s college expenses? Help them save effectively by learning the intricacies of 529 plans from guest host Stoyan Petev, CFA, CFP®, CLU, ChFc, Senior VP of Advanced Markets at C2P, and Seth Meisler, CFA, CFP®, CPA, Lead Advisor at JL Smith Holistic Wealth Management, with additional insights from Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and founder, CEO, and lead advisor of Alison Wealth Management. Discover the distinctions between 529 savings and prepaid tuition plans, state-specific tax benefits, and strategies to maximize tax savings while navigating financial aid and tax credit eligibility. Learn how to integrate 529 plans into holistic financial planning for your clients from real-world examples and best practices.Resources:529 Contribution Limits for 2024 by State (https://www.nerdwallet.com/article/investing/529-contribution-limits)

    • 27 min
    Leveraging Tax Management Year-Round to Transform Your Practice

    Leveraging Tax Management Year-Round to Transform Your Practice

    80% of investors believe that their financial advisors should prioritize minimizing their taxes but only one in five advisors offer their clients tax management services.* Gain insights from real advisors who have transformed their practices by making tax management a core offering of their financial planning process. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and founder, CEO, and lead advisor of Alison Wealth Management, and guests Greg Hammer, CEO and President of Hammer Financial Group, and Charles Welde, CPA, CFP®, founder of The CP Welde Group, as they discuss how they leverage tax management during and after tax season to enhance their client services and differentiate their financial advisory practices. Tune in to discover strategies for transitioning from tax preparation to comprehensive planning, defining your ideal client, marketing tax management services effectively, and more.  Resources:The Tax Management Journey training® (https://c2pe.info/TaxManagementJourney) Statistics:*https://www.assetmark.com/blog/financial-advisor-client-services-with-tax-management (https://www.assetmark.com/blog/financial-advisor-client-services-with-tax-management)  

    • 27 min

Customer Reviews

3.8 out of 5
4 Ratings

4 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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