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!

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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!

 

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!

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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