Coffee Break with C2P: How High-Performing Advisors Leverage The Bucket Plan® Book
Episode description
Top-performing financial advisors at C2P have at least one thing in common — they leverage the Bucket Plan® book in their sales process. * Author of “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement,” and Founder and CEO of C2P, Jason L Smith, CEP®, BPC, and Dave Alison CFP®, EA, BPC, President and Founding Partner of C2P. The two share success stories using the physical and audio versions of the Bucket Plan® book in their own practices. Discover the lasting value this book that delivers stability to clients in uncertain times about their financial future regardless of their total assets or net worth. Plus, learn how to use the book as a marketing tool to attract and engage potential clients as well as establish trust and credibility regardless of what format it’s presented in.
Resources:
- The Bucket Plan® Book
- The Bucket Plan® Audiobook
- Die with Zero Book