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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

Mastering Investor Psychology: Strategies for Financial Advisors to Keep Clients Invested

Mastering Investor Psychology: Strategies for Financial Advisors to Keep Clients Invested

Life Insurance: How to leverage this Bucket Plan® Essential for Enhanced Client Protection

Life Insurance: How to leverage this Bucket Plan® Essential for Enhanced Client Protection

Legacy Planning Beyond Dollars: How Advisors Can Strengthen Client Relationships and Grow Their Practice

Legacy Planning Beyond Dollars: How Advisors Can Strengthen Client Relationships and Grow Their Practice

Simplify Your Financial Planning Process with The Bucket Plan®: Step 1, Discover

Simplify Your Financial Planning Process with The Bucket Plan®: Step 1, Discover Part 2

Simplify Your Financial Planning Process with The Bucket Plan®: Step 1, Discover

Simplify Your Financial Planning Process with The Bucket Plan®: Step 1, Discover

Essential Strategies for Financial Advisors: How to Help Clients Avoid Marginal Tax Traps

Essential Strategies for Financial Advisors: How to Help Clients Avoid Marginal Tax Traps

Client Equity Compensation & Stock Options Made Easy with The Bucket Plan®

Client Equity Compensation & Stock Options Made Easy with The Bucket Plan®

Life Insurance 101: Conveying Its Role in Holistic Financial Planning

Life Insurance 101: Conveying Its Role in Holistic Financial Planning

Back to The Bucket Plan® Basics: Episode 2, Design

Back to The Bucket Plan® Basics: Episode 3

Investing Through the Election: How to Advise Clients During Political Uncertainty

Investing Through the Election: How to Advise Clients During Political Uncertainty

Episode Library

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Meet the Thought Leaders

Jason L Smith

Jason L Smith is a father, husband, 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 financial services practice, JL Smith Holistic Wealth Management. 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.