The Bucket Plan® On-Demand Series
Clarity 2 ProsperityThrough 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 | Monthly | Episodes | 63 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessManagement | |||
Listen to the Podcast
Latest Episodes
During election seasons, clients may be tempted to make emotional investment decisions motivated by politics rather than facts. In this data-driven episode, host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and founder, CEO, and ... more
Do your clients have loved ones with special needs? Navigating their unique financial considerations can be challenging and costly if not done carefully. Learn how to provide holistic financial planning solutions tailored to their unique planning nee... more
Do your clients want to save or contribute to their loved one’s college expenses? Help them save effectively by learning the intricacies of 529 plans from guest host Stoyan Petev, CFA, CFP®, CLU, ChFc, Senior VP of Advanced Markets at C2P, and Seth M... more
80% of investors believe that their financial advisors should prioritize minimizing their taxes but only one in five advisors offer their clients tax management services.* Gain insights from real advisors who have transformed their practices by makin... more
Insights
Find out how many people listen to The Bucket Plan® On-Demand Series and see how many downloads it gets.
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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 States5 years ago
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Audience
Listeners, engagement and demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Engagement Score | |||
|---|---|---|---|---|---|
| Primary Location | Social Media Reach | ||||
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The Bucket Plan® On-Demand Series launched 5 years ago and published 63 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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