Holistic Financial Planning: A Success Story

In our January episode of the Bucket Plan On-Demand podcast series, Dave Alison sat down with longtime friend and business partner, Greg Hammer, to discuss Greg’s experience and success running The Bucket Plan® Process in his office. Greg is a top advisor in the country, gathering $40,000,000+ in new client assets each year. He [...]

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Client Retention Strategies for Financial Advisors

How often have we heard the expression, “Clients are the lifeblood of the business, treat them well and they will take care of you.” Odds are, every one of us has heard it at some point in our financial advising career, either from a manager or on our favorite podcast.

As cliché as this saying [...]

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5 Things Clients Look for in a Financial Advisor

Choosing the right financial advisor is a big decision for investors looking for someone they can trust with their money. They want someone who will look out for their best interest and guide them to solutions that will yield high dividends.

As a financial advisor, you know you’re the best person for the job. But, [...]

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The Evolution of the Woman’s Worth® Platform

On the most recent episode of the Rainmaker Multiplier podcast, Jason L Smith invited Jeannette Bajalia to discuss her platform, Woman’s Worth, and the uninterrupted success she has seen, even as she’s pivoted to operating in our new virtual environment over the past six months. In this episode, Jeannette explains the methodology behind her [...]

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Communication Strategies in a Virtual Environment

The current virtual environment has created a great opportunity for advisors. A lot of the barriers that usually make it hard to reach clients are actually down right now. Six months ago, hosting an in-person seminar or meeting presented many potential restraints that don’t exist anymore.

On the advisor side, it’s become easier to find [...]

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Positioning Life Insurance with Long-Term Care Benefits

In this uncertain and continually changing environment, Clarity 2 Prosperity has been committed to sharing both defensive and offensive strategies for advisors to keep their clients and prospects engaged. Through our series of recent podcasts and other virtual resources, we’ve covered topics from market volatility and running your business virtually, to new product opportunities [...]

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Delivering Successful Virtual Seminars

In this virtual environment, advisors are having to adapt to delivering their services online. From short informational videos to live webinars and educational seminars, advisors need to prepare for success doing things in a new way.

In a recent episode of the Rainmaker Multiplier On-Demand Series, host Jason L Smith sits down with his [...]

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The Bucket Plan Best Interest Process: A New Framework

Recently, Clarity 2 Prosperity had the opportunity to host a Bucket Plan Best Interest Process Training course for a select group of top advisors on the campus of Texas Tech. After the training, Jason L Smith, CEO and Founder of Clarity 2 Prosperity, had a breakthrough realization: while different groups of Bucket Plan advisors execute [...]

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Bucket Planning is Not Just Bucketing

Bucket planning is about more than just bucketing. But what exactly does “bucketing” mean to advisors, and how does it differ from bucket planning? In a recent episode of The Bucket Plan Podcast, Jason and Dave sat down with retirement expert, Jamie Hopkins, to discuss the intricacies of a holistic bucket planning process and how [...]

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