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Hosted by Unknown Host · 🇺🇸 US · EN · 128 episodes
Established thought leaders with verified media credentials.
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!
Unknown Host hosts The Bucket Plan® On-Demand Series, a business show with 128 episodes published.
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 dow
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 Ca
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 Manageme
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 si
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
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
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
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 l
Business owner clients face unique challenges when selling their companies, and advisors play a critical role in guiding them through mergers and acquisitions (M&A) transitions. Join host Dave Alison as he sits down with
Whether your clients are selling their businesses or you're navigating a merger and acquisition (M&A) transition in your own firm, the communication challenges are remarkably similar. Join host Dave Alison as he sits dow
ChatGPT and other AI tools regularly get financial advice wrong, but your clients don't always know that. What do you do when they bring you analysis that contradicts your recommendations? Discover practical strategies f
Major life transitions often become inflection points in advisor-client relationships, moments where trust either deepens or dissolves. Join host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, as sh
What experience have you had either directly or indirectly when it comes to caring for an aging loved one? During this live recording from A Woman's Clarity® forum, we discuss the realities of long-term care and how to h
As the population ages, more families are facing the realities of caregiving, and financial advisors are often the first to see it unfold. Join host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, as
The economic landscape is shifting, and you’re probably hearing a term you haven't encountered in decades: stagflation. This toxic combination of slow growth, rising inflation, and increasing unemployment presents unique
Generation X is spending $83,000 annually compared to baby boomers' $62,000—a 33% increase that reflects their sandwich generation reality: funding college tuition while simultaneously covering parents' long-term care co
Gray divorce rates among Americans over 50 have surged from 8.7% in 1990 to 36% by 2019*, creating unique financial planning challenges that require specialized expertise. Join host Kirsten Schlumbohm, Vice President, He
The One Big Beautiful Bill (OBBB) represents the most significant tax planning opportunity since 2017, and advisors who understand it will have a major advantage. Join host Kalem Mackey, CFP®, BPC, Executive Vice Preside
Discover how to reframe legacy planning, estate strategies, and wealth management for clients without children. Join host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, as she interviews Bri Conn, C
Transform your practice from referral-hoping to referral-generating with battle-tested strategies from two industry legends. Discover why referred prospects are more likely to become clients and how top advisors systemat
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The Bucket Plan® On-Demand Series is hosted by Unknown Host. The show is categorised under Business (investing) and has published 128 episodes.
The Bucket Plan® On-Demand Series has published 128 episodes.
The Bucket Plan® On-Demand Series regularly covers Business, Investing, Management, Education, How To. It sits in the Business category, with a investing focus.
The Bucket Plan® On-Demand Series is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
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Episodes of The Bucket Plan® On-Demand Series average 32 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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