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The Bucket Plan® On-Demand Series

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.

Subscribe on your favorite platform or listen to each episode below anytime, anywhere!

Financial Podcasts

Financial Podcasts

 

Episodes

1: How Do You Increase Your Closing Ratio by 72.3%? Ask These Questions

2: Identify Risk & Investor Vulnerability

3: An Asset Allocation Strategy Your Clients Will Actually Understand

4: The Asset Sheet Questionnaire

5: The Cash Flow Analysis

6: Tom Hegna

7: Protect Your Clients from Market Volatility

8: Designing Your Client’s Bucket Plan®

9: 3 Tips to Help Financial Advisors Convert More Clients

10: Best Practices for Hosting Virtual Meetings

11: The Beneficiary Liquidity Plan

12: Call Your Clients!

13: Whole Life as an Alternative to Today’s Low Interest Rates – Interview with Walter Young

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

15: The Bucket Plan Best Interest Process: A New Framework for Teaching

16: Bucket Planning is Not Just Bucketing

17: Positioning Life Insurance with Long-Term Care Benefits

18: The Power of a 4-Step Financial Planning Process

19: Monetize Your Wisdom: Why You Should Be Charging Planning Fees

 

The Rainmaker Multiplier On-Demand Series

Hosts Jason L Smith & Mary Sterk interview top experts and financial advisors, delivering compelling content focused on multiplying your revenue, net profit, lines of business, capabilities, efficiencies, most valuable relationships – and rainmakers.

Subscribe on your favorite platform or listen to each episode below anytime, anywhere!

Financial Podcasts

Financial Podcasts

 

Episodes

1: Estate Planning: Benefits of a collaborative approach for financial planners and estate planning attorneys

2: Multiply Results with the 3 Cs of Delegation

3: The Rainmaker Multiplier

4: Multiply Your Time by Successfully Transitioning Client Relationships to an Associate Advisor

5: Optimizing a Tax Practice to Grow your Financial Services Business

6: Wayne Cotton

7: If You Take Five Months Off From Your Business, Will It Thrive or Just Survive?

8: Creating Future Rainmakers

9: How to Make it Rain in a Virtual Environment

Virtual Workshops | Interview with White Glove

Virtual Workshops | Interview with AFEA

10: EIDL vs. PPP Loans: Everything You Need to Know

11: Grow Your Business With the “Godfather of Referrals” Bill Cates

12: How to Gather $100 Million in New Assets in One Year

Virtual Seminars | Interview with Chris Ross from Eight Digit Media

13: Delivering Successful Virtual Seminars

14: Effective Communication Strategies in a Virtual Environment

15: The Evolution of the Woman’s Worth® Platform