The Bucket Plan® On-Demand
About the Bucket PLan ON-Demand
Using the Family Estate Organizer to Win Over & Retain Advisory Clients
Are you looking for a tool that wows clients, keeps their estate plan organized, helps increase your closing ratio, and makes transitioning them to a new advisor in your firm seamless? The Family Estate Organizer — a key part of the Bucket Plan® process — has helped advisors nationwide, including Bryan Bibbo, AIF®, NSSA, BPC, Partner at the JL Smith Group; and Dean Thurman, Founding Partner of InvestWise Financial and White Glove. Tune in to find out how the Family Estate Organizer can enhance your client offerings!
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Meet the Hosts
Jason L Smith
Jason L Smith is a nationally acclaimed speaker, financial planner, best-selling author, coach, and entrepreneur. He is the Founder and CEO of Clarity 2 Prosperity, as well as his own holistically run financial services practice, The JL Smith Group.
Dave Alison is an accomplished financial planner and entrepreneur. He is the President and a Founding Partner of Clarity 2 Prosperity and the Founder and CEO of Alison Wealth Management, his own financial services firm.