The Bucket Plan® On-Demand Series
by C2P
July 9, 2025 8:00 pm
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!
Recent Episodes
Permission to Spend: Rethinking Legacy Planning for Child-Free Clients
1 week agoProven Financial Advisor Referral Strategies from Masters of the Craft
2 weeks agoThe Future of Wealth Management Part 2: Personal, Efficient Operations
3 weeks agoThe Future of Wealth Management Part 1: Exceptional Service
1 month agoBuilding Deeper Client Relationships Through Structured Conversations
1 month agoReading Market Signals: Investment Strategy During Volatility
1 month agoDefusing the Retirement Tax Time Bomb: IRA Strategies with Ed Slott
2 months agoReimagining Longevity & Lifestyle Planning for Women Clients
2 months agoBulletproofing Your Bucket Plan to Withstand Market Volatility
2 months agoReframing Life Insurance: From Protection to Strategic Asset Class
2 months ago