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The Bucket Plan On-Demand

The Bucket Plan® On-Demand Podcast

The Bucket Plan On-Demand

About The Bucket Plan® On-Demand

Join C2P leaders Jason L Smith and Dave Alison as they step into the hosting chair and interview top financial industry professionals and advisors. Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!

The Latest Episodes

Impactful Life Insurance Strategies for Financial Advisors

Client Communication Tips from Matt Abrahams

Coffee Break with C2P: How High-Performing Advisors Leverage The Bucket Plan® Book

The Mind and The Market with Dr. Daniel Crosby

Back to Bucket Plan® Basics: Episode 1

Coffee Break with C2P: Navigating Long-Term Care Insurance Conversations & Solutions

Mastermind Roundtables: The Bucket Plan® and Simplifying Asset Allocation for Clients

Episode Library

Meet the Thought Leaders

Jason L Smith

Jason L Smith is a nationally acclaimed speaker, financial planner, best-selling author, coach, and entrepreneur dedicated to simplifying financial planning for families worldwide and supporting advisors everywhere. He is the Founder and CEO of C2P, as well as his own holistically run financial services practice, JL Smith. Jason’s passion and expertise lie in all aspects of holistic financial planning, further evidenced by being Founder and CEO of Prosperity Capital Advisors, a nationally recognized planning-first RIA. As a skilled leader in the financial services industry, Jason truly enjoys helping advisors secure and scale their businesses and better serve clients through C2P’s trusted processes and models.
Dave Alison

Dave Alison

Dave Alison is an accomplished financial planner and business leader committed to helping advisors expand their reach and improve the quality of their service to clients. In addition to being the President and a Founding Partner of C2P and the Founder and CEO of Alison Wealth Management — his own financial services firm — he is also the President and Founding Partner of Prosperity Capital Advisors, an acclaimed planning-first RIA. Dave leverages his expertise in all things financial planning, particularly taxes and solutions for high-net-worth clients, to educate financial professionals on best practices and ways to raise the bar in their own practices. Wealth Management, his own financial services firm.