Are you looking to streamline your sales process and increase your closing ratio?
Host Kalem Mackey, CFP®, BPC, executive vice president of C2P, teaches you how to improve your offerings and hone your skills. You do so by effectively creating a holistic planning experience you and your clients will love.
This proven, repeatable planning methodology is known as The Bucket Plan® Best Interest Process.
Taxes can be a client’s greatest expense in retirement — if they lack a tax-savvy advisor.
Many advisors can provide a financial plan. But not all can provide tax management services that help maximize their income and minimize their taxes.
Learn how you can reach and retain wealthier clients with tax management.
Are you looking to streamline your sales process and increase your closing ratio?
Host Kalem Mackey, CFP®, BPC, executive vice president of C2P, teaches you how to improve your offerings and hone your skills. You do so by effectively creating a holistic planning experience you and your clients will love.
This proven, repeatable planning methodology is known as The Bucket Plan® Best Interest Process.
A time will come when you need to step away from your firm. The Advisor Career Path is a way to structure your business so it continues to prosper without you.
Maybe you need to exit for an extended vacation, medical issue or family needs. Or maybe you’re just ready to retire! No matter your situation, the Advisor Career Path paves the way for you to delegate responsibilities through a seamless transition.
Learn our process, and put your mind at ease.
How do you as an advisor monetize your wisdom, and why is it important to charge planning fees? The answers are easier than you think!
It can be confusing to know how or why to charge fees for your planning services. If you don’t feel you’re offering something different to your clients, it can be especially difficult to know why charging fees even matters.
This webinar explains the value of providing your clients with a holistic planning process and differentiating yourself in a way that makes charging for your services easier.
The Bucket Plan® holistic planning process is a proven, step-by-step strategy that’s easy to follow and replicate. All the while, you act in your clients’ best interests and financial futures.
Are you struggling to attract or retain more high-net-worth clients?
There’s power in proactive, holistic planning that includes tax management strategies. That’s especially true because not every advisor or tax professional offers it.
Differentiate yourself to new or existing clients by helping them proactively maximize their income by minimizing their taxes.
Do you need to streamline your sales process and increase your closing ratio?
Host Kalem Mackey, CFP®, BPC, C2P’s executive vice president, teaches you how to improve your offerings and hone your skills. How? You create a holistic planning experience that both you and your clients love.
This proven, repeatable planning methodology is The Bucket Plan® Best Interest Process.
A time will arrive when you need to step away from your firm. The Advisor Career Path is a way to structure your business so it keeps thriving without you.
Your situation could involve an extended vacation, medical needs or family events. Sometimes you’re just ready to retire! Regardless, the Advisor Career Path paves the way for you to delegate responsibilities through a seamless transition.
Learn the process, and ease your mind!
The IRS has finally issued its comprehensive final regulations for the SECURE Act, alongside proposed regulations for SECURE Act 2.0. Understanding these significant RMD changes is essential for you to effectively guide your clients.
Join America’s IRA expert Ed Slott, CPA, and award-winning advisor Dave Alison, CFP®, EA, BPC. Together, they distill nearly 300 pages of new regulations into actionable advice! You receive a well-rounded perspective on the latest regulatory changes and learn how to apply them effectively.
Are you trying to attract or retain more high-net-worth clients?
You have power in proactive, holistic planning that includes tax management strategies. That’s doubly true because not all advisors or tax professionals offer the service.
Differentiate yourself to new or existing clients — help them proactively maximize their income by minimizing their taxes.
There will come a time when you need to step away from your firm. The Advisor Career Path is a way to structure your business so that it continues to prosper without you.
You might need time for an extended vacation, medical issues or family needs. Or perhaps you’re just ready to retire. The Advisor Career Path paves the way for you to delegate responsibilities through a seamless transition.
Plus, you put your mind at ease, knowing your firm keeps thriving!
Taxes can be the single greatest retirement expense. Your clients are looking for someone who knows how to ease those stressors.
You provide more value as an advisor when you can strategically create a plan that helps maximize their income and minimize their taxes. The results? Attracting wealthier clients, expanding your business and retaining more clients!
Join Dave Alison, CFP®, EA, BPC, president and founding partner of C2P and founder and CEO of Alison Wealth Management. He leads an on-demand webinar that helps you expand your reach with expert tax planning.
Do you need to increase your closing ratio and streamline your sales process? You need a proven, replicable process that’s also easy for your clients to understand!
In this on-demand webinar, Kalem Mackey introduces you to the concepts and tools within The Bucket Plan® Best Interest Process. With them, you can improve your offerings and hone your skills. Ultimately, you can effectively create a holistic planning experience for your clients.
At some time, you’ll need to step away from your firm. The Advisor Career Path is a way to structure your business so it continues to prosper without you.
Perhaps it’s an extended vacation, medical issue or family needs. Maybe you’re just ready to retire. The Advisor Career Path paves the way for you to delegate responsibilities through a seamless transition — and put your mind at ease.
How do you monetize your wisdom as a financial advisor? And why is it important to charge planning fees? Those answers are easier than you think.
It can be confusing to know how or why to charge fees for your planning services. Knowing why charging fees matters can be difficult, especially if you don’t feel you offer your clients something different.
This webinar explains the value of providing your clients with a holistic planning process. It also teaches about differentiating yourself from other advisors in a way that makes charging for your services easier.
The Bucket Plan® holistic planning process is a proven, step-by-step process. It’s easy to follow and replicate, all while acting in your clients’ best interest and financial future.
Taxes can be the single greatest retirement expense. Clients are looking for someone who knows how to ease those stressors.
If you create a strategic plan that helps maximize their income and minimize their taxes, you provide more value as an advisor. The results? Attracting wealthier clients, expanding your business and retaining more clients.
Join Dave Alison, CFP®, EA, BPC, C2P’s president and founding partner and founder and CEO of Alison Wealth Management. His on-demand webinar helps you expand your reach with tax planning.
