Join C2P leaders Jason L. Smith and Dave Alison as they step into the hosting chair for The Bucket Plan On-Demand podcast! They interview top financial industry professionals and advisors to share expert insights.
Jason’s and Dave’s perspectives as advisors, mentors and entrepreneurs give them unique knowledge. You’ll learn from them and their guests about 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!
Jason L. Smith is a father, husband, nationally acclaimed speaker, financial planner, best-selling author, coach and entrepreneur. He’s dedicated to simplifying financial planning for families worldwide and supporting advisors like you everywhere.
As founder and CEO of C2P as well as his own financial services practice, JL Smith Holistic Wealth Management, his insights are invaluable. Jason’s passion and expertise lie in all aspects of holistic financial planning. His role as founder and CEO of Prosperity Capital Advisors, a nationally recognized planning-first RIA, serves as further proof.
A skilled leader in the financial services industry, Jason truly enjoys helping you secure and scale your businesses and better serve clients through C2P’s trusted processes and models.
Dave Alison is an accomplished financial planner and business leader. He’s fully committed to helping you expand your reach and improve the quality of your financial services for clients.
An expert thought leader, Dave is the president and a founding partner of C2P and the founder and CEO of Alison Wealth Management, his own financial services firm. Additionally, he’s president and founding partner of Prosperity Capital Advisors, an acclaimed planning-first RIA. He leverages his expertise in all things financial planning, particularly taxes and solutions for high-net-worth clients.
Dave aims to educate you on best practices and ways to raise the bar in your own practices.
