The Bucket Plan® On-Demand Series
C2PThrough 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!
| Publishes | Twice monthly | Episodes | 123 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementBusinessInvesting | |||
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Latest Episodes
Advisors tend to choose a distribution partner based on product shelf, compensation, or convenience. But according to Kalem Mackey, that's the wrong criteria entirely. Join host Kirsten Schlumbohm, VP of Annuity Sales at C2P and Prosperity Capital Ad... more
College costs are quietly becoming one of the most significant threats to your clients' retirement security and advisors aren't having this conversation nearly early enough. In this episode, host Kirsten Schlumbohm sits down with Jeannie Burlowski, a... more
When employers cut 401(k) matching, your high-earning clients face a critical planning moment. Help them adapt by learning how to audit their complete benefits package and redirect savings into overlooked opportunities like health savings accounts, d... more
Business owner clients face unique challenges when selling their companies, and advisors play a critical role in guiding them through mergers and acquisitions (M&A) transitions. Join host Dave Alison as he sits down with Stan Milovancev, CEO of Prosp... more
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Reviews
- Loved the episode on Increasing Closing
Great insights into asking better questions, and ideas for when to ask them. Awesome content! Dave is a great host, and Jody had some awesome experience and tips to share. I got more out of this 40 min podcast then I've gotten from most of the sales books I’ve read. Keep it up guys!!
Apple Podcasts5DynTastic
United States7 years ago
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Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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Which podcasts are similar to The Bucket Plan® On-Demand Series?
These podcasts share a similar audience with The Bucket Plan® On-Demand Series:
1. The Efficient Advisor: Tactical Business Advice for Financial Planners
2. Kitces and Carl - Real Talk for Real Financial Advisors
3. Retirement Answer Man
4. Stuff You Should Know
How many episodes of The Bucket Plan® On-Demand Series are there?
The Bucket Plan® On-Demand Series launched 7 years ago and published 123 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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