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.

    Bucket Planning is Not Just Bucketing

    Bucket Planning is Not Just Bucketing

    Bucket planning is about more than just bucketing! Listen as Jason L Smith, Dave Alison and retirement expert Jamie Hopkins discuss three different strategies to use when filling the "Soon" Bucket. You will also hear about the real power of The Bucket Plan® as a communication tool - get started on growing your practice today!

    • 38 min
    One-Year Home Health Care in Your Client’s Bucket Plan

    One-Year Home Health Care in Your Client’s Bucket Plan

    In today's uncertainty, it is important to look for cross-selling opportunities with both new and existing clients. One such product is Short-Term Home Health Care through Guarantee Trust Life (GTL). Listen as Jason L Smith interviews Bryan Bibbo and gets some answers on what this product is and how it fits nicely into the Later Bucket of The Bucket Plan. Use this tool to grow your business and act in the best interest of your clients today!

    • 18 min
    Whole Life as an Alternative to Today's Low Interest Rates

    Whole Life as an Alternative to Today's Low Interest Rates

    Low interest rates have created an opportunity for advisors. Listen to our podcast as Dave Alison interviews Walter Young, Wealth Strategist at Pacific Capital Resource Group, inc. and learn how Whole Life Insurance can leverage cash value within The Bucket Plan®. Be on the offensive and grow your business during the COVID-19 pandemic today.

    • 35 min
    How to Make it Rain in a Virtual Environment

    How to Make it Rain in a Virtual Environment

    -This podcast was originally part of our Rainmaker Multiplier On-Demand Series and has been added to the Bucket Plan On-Demand Series-
    The financial game is changing because of the COVID-19 pandemic and like any game it's important to remain on the offensive. Listen as host Mary Sterk discusses with Jason L Smith and Dave Alison on how you can be on the offensive and virtually communicate with your clients. You’ll also hear how you can be a virtual advisor and continue to utilize The Bucket Plan®, a process that is built for uncertain times just like today. Don’t miss this chance to hit a home run with your clients and grow your business.

    • 28 min
    Call Your Clients!

    Call Your Clients!

    Be proactive and on offense during the uncertainty surrounding the COVID-19 pandemic-call your clients! Listen as Jason L Smith and Dave Alison discuss how you can continue to communicate with your clients virtually. You'll hear tips on how to be personable, how to utilize historical market information and how The Bucket Plan ties everything together.

    • 24 min
    The Beneficiary Liquidity Plan

    The Beneficiary Liquidity Plan

    Over 66% of beneficiaries fire their parent's advisor upon inheriting wealth. Don't be a part of that statistic. Listen as Jason Smith and guest Phil Graham discuss Beneficiary Liquidity Plans and share the tools and strategies that will add value to your clients, their beneficiaries and your financial practice for generations to come.
    *Please keep in mind our presentation is for financial professional use only.  Not for use with the general public.  The contents of this piece include the opinions of Clarity 2 Prosperity, are subject to change, and are for informational purposes only.  If you are a registered financial professional, please be sure to review your firm’s policies and procedures and take into consideration federal and state regulations applicable to your business.*

    • 29 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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