About the Episode:
Discover how simplifying your language can lead to better client outcomes and practice growth. In this episode, host Dave Alison sits down with Greg Hammer, President and CEO of Hammer Financial Group, to explore the art of client communication through The Bucket Plan® framework.
Listen as Hammer shares how he’s built successful practice with the help of this process and communication techniques. Plus, hear practical examples of this language that resonates with clients and drives decision-making.
Key Topics Discussed:
Resources:
About the Host:
Dave Alison, CFP®, EA, BPC, is a seasoned financial planner and entrepreneur committed to elevating advisors’ businesses and planning capabilities. As the President and Founding Partner of C2P Enterprises, Dave drives a shared vision of simplifying financial planning for a global audience of one billion people. He leads the company’s growth strategies, shapes its corporate direction, and guides the executive team, demonstrating a remarkable ability to transform vision into reality.
Beyond C2P, Dave contributes his expertise to various leadership roles, including Prosperity Capital Advisors, and Clarity 2 Prosperity, enhancing the financial landscape. Dave’s proficiency in integrating complex financial, tax, investment, insurance, and estate planning into comprehensive strategies led to the creation of Alison Wealth Management, which serves clients nationwide. A member of the Financial Planning Association®, Dave has consistently demonstrated his dedication and expertise, earning accolades such as the 2023 40 Under 40 recognition and won a ThinkAdvisor’s LUMINARIES award for Thought Leadership and Education at C2P.
About the Guest:
Greg Hammer is an experienced financial advisor and entrepreneur with over two decades in the financial services industry. After graduating from Yale University with a Bachelor’s degree in Applied Mathematics, Hammer began his career in 1992. In 2004, he founded Hammer Financial Group, Inc., an independent financial advisory firm providing comprehensive wealth management, income planning, legacy planning, tax preparation, and Medicare planning services.
Hammer has built a successful holistic practice, serving over 2,200 tax clients and 800 financial advisory clients annually. He is recognized for his comprehensive advising approach, integrating financial, insurance, and tax planning under one roof. Hammer has received accolades such as being named a top five candidate for 2014 Advisor of the Year by Retirement Advisor magazine. He is an Ed Slott Master Elite IRA Advisor and has qualified for the Million Dollar Round Table’s Top of the Table. Beyond his professional endeavors, Hammer is actively involved in his local community, serving on boards and supporting charitable organizations.