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How to Make it Rain in a Virtual Environment

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Clarity 2 Prosperity
Clarity 2 Prosperity
How to Make it Rain in a Virtual Environment
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-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.

Call Your Clients!

Published in |

Clarity 2 Prosperity
Clarity 2 Prosperity
Call Your Clients!
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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.

The Beneficiary Liquidity Plan

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Clarity 2 Prosperity
Clarity 2 Prosperity
The Beneficiary Liquidity Plan
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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.*

Best Practices for Hosting Virtual Meetings

Published in |

Clarity 2 Prosperity
Clarity 2 Prosperity
Best Practices for Hosting Virtual Meetings
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As a financial advisor, it’s important to always be connected to your prospects and clients. Dave Alison and Katie Lownes lead an insightful Q&A on the best practices for hosting virtual meetings. You’ll hear tips and tricks on which platforms and tools to use, what processes you can use to simplify financial planning digitally and how to keep a personal connection through technology. Listen today and be on the path to growing your business!

Top Ways to Make Your Plan Deliverable Meeting More Effective

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Clarity 2 Prosperity
Clarity 2 Prosperity
Top Ways to Make Your Plan Deliverable Meeting More Effective
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You’ve had several meetings with your clients, gathered their financial information and developed a retirement plan – now it’s time to deliver. But Will your client accept your suggestions? Host Dave Alison and guest Bryan Bibbo share helpful tools, the specific language to use and how to help your client envision working with you. Listen today and learn how to make your deliverable meeting more effective!

Designing your Client’s Bucket Plan®

Published in |

Clarity 2 Prosperity
Clarity 2 Prosperity
Designing your Client's Bucket Plan®
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Is creating a financial plan for your client like putting together a long, complicated puzzle? Don’t let it be! Hosts Jason L Smith and Dave Alison share how to design and lay out an entire financial plan on one page with The Bucket Plan®. Listen and learn how to simplify the financial planning process today!

Protect Your Clients from Market Volatility

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Clarity 2 Prosperity
Clarity 2 Prosperity
Protect Your Clients from Market Volatility
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Hosts Jason L Smith and Dave Alison discuss the Volatility Tolerance Analysis and how it can be an invaluable tool when building a financial plan. Learn how to account for risks and protect your clients within The Bucket Plan® approach today.

Tom Hegna

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Clarity 2 Prosperity
Clarity 2 Prosperity
Tom Hegna
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Tom Hegna, economist, author and retirement expert joined Dave Alison for a special episode of The Bucket Plan® podcast! Listen as Tom shares the optimal way to retire based on math and science and not opinion, the importance of holistic planning, his seven steps for a successful retirement and more.

The Cash Flow Analysis

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Clarity 2 Prosperity
Clarity 2 Prosperity
The Cash Flow Analysis
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Hosts Jason L Smith and Dave Alison discuss the Cash Flow Analysis and how you can design a suitable financial plan for your client without going through the labor-intensive, time-consuming and potentially inaccurate budgeting process.

The Asset Sheet Questionnaire

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Clarity 2 Prosperity
Clarity 2 Prosperity
The Asset Sheet Questionnaire
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Hosts Jason L Smith and Dave Alison discuss the Asset Sheet Questionnaire and how to help determine your client’s net worth. You’ll learn how to create an all-encompassing asset sheet for your clients, maximize cash flow with Tax Efficient Funnels and how to strategize sales and growth opportunities.