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Stop wasting time and energy trying to collect and organize your client’s documents! In this episode, Dave Alison and Carl Smith talk about The Family Estate Organizer, or FEO, and how it can benefit your practice and clients. You’ll get insight on how to build trust and rapport, uncover hidden or forgotten assets and how to prepare for long-term planning – get started today!
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Clarity 2 Prosperity has partnered with Retirement Analyzer software to provide an exclusive The Bucket Plan® edition to our advisors! Listen as we share details on this exciting tool and how it can help provide financial plans that are simple to create and easy for your clients to understand – all while growing your business in the process. Get started today!
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What can The Bucket Plan® do for your business? Listen as top advisor Greg Hammer of Hammer Financial shares his success story. You’ll hear details on his evolution as well as how the Bucket Plan’s 4-Step process and its Concepts & Tools has helped his practice generate over $40 million in new client assets each of the last four years!
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We’ll cut to the chase: It’s time for you to monetize your wisdom as a financial advisor and charge planning fees for your services. Listen as advisor DC Chamberlin shares his journey and how he went from reluctance to now charging the most in the C2P organization. You will also discover why it is important to first gain your clients trust, how to sell the process vs. the product and you’ll learn about several different ways to charge planning fees. Get started on growing your business today!
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The financial game is changing – what are you doing to stand out and rise above the competition? Listen as Jason L Smith and Dave Alison share a proven 4-step process that simplifies financial planning. You’ll get an in-depth look at the steps, its infrastructure and see how to bring clarity to the services you provide – and clarity for your clients as they embark on their retirement journey. Get started today!
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As a financial advisor, it’s important for you to keep your foot on the gas and help your clients. Listen as Dave Alison and wealth advisor Tim Clairmont dig into the importance of Life Insurance and its long-term care opportunities. You’ll also hear tips on how to have the conversation, which products to use and how it all ties together within The Bucket Plan® – get started on growing your business today!
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After a recent training, Jason L Smith had a breakthrough revelation – most advisors who use The Bucket Plan use the concepts before they start using the tools – so a new framework was born. Listen as Jason and Dave Alison discuss The Bucket Plan Best Interest Process. You will also hear about each concept and tool and their place in the innovative structure. Get started on growing your business today!
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Bucket planning is about more than just bucketing! Listen as Jason L Smith, Dave Alison and retirement expert Jamie Hopkins discuss three different strategies to use when filling the “Soon” Bucket. You will also hear about the real power of The Bucket Plan® as a communication tool – get started on growing your practice today!
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In today’s uncertainty, it is important to look for cross-selling opportunities with both new and existing clients. One such product is Short-Term Home Health Care through Guarantee Trust Life (GTL). Listen as Jason L Smith interviews Bryan Bibbo and gets some answers on what this product is and how it fits nicely into the Later Bucket of The Bucket Plan. Use this tool to grow your business and act in the best interest of your clients today!
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Low interest rates have created an opportunity for advisors. Listen to our podcast as Dave Alison interviews Walter Young, Wealth Strategist at Pacific Capital Resource Group, inc. and learn how Whole Life Insurance can leverage cash value within The Bucket Plan®. Be on the offensive and grow your business during the COVID-19 pandemic today.