Be proactive and on offense during the uncertainty surrounding the COVID-19 pandemic-call your clients! Listen as Jason L Smith and Dave Alison discuss how you can continue to communicate with your clients virtually. You'll hear tips on how to be personable, how to utilize historical market information and how The Bucket Plan ties everything together.
Over 66% of beneficiaries fire their parent's advisor upon inheriting wealth. Don't be a part of that statistic. Listen as Jason Smith and guest Phil Graham discuss Beneficiary Liquidity Plans and share the tools and strategies that will add value to your clients, their beneficiaries and your financial practice for generations to come. *Please keep in mind our presentation is for financial professional use only. Not for use with the general public. The contents of this piece include the opinions...
As a financial advisor, it's important to always be connected to your prospects and clients. Dave Alison and Katie Lownes lead an insightful Q&A on the best practices for hosting virtual meetings. You'll hear tips and tricks on which platforms and tools to use, what processes you can use to simplify financial planning digitally and how to keep a personal connection through technology. Listen today and be on the path to growing your business!
You’ve had several meetings with your clients, gathered their financial information and developed a retirement plan – now it’s time to deliver. But Will your client accept your suggestions? Host Dave Alison and guest Bryan Bibbo share helpful tools, the specific language to use and how to help your client envision working with you. Listen today and learn how to make your deliverable meeting more effective!
Is creating a financial plan for your client like putting together a long, complicated puzzle? Don't let it be! Hosts Jason L Smith and Dave Alison share how to design and lay out an entire financial plan on one page with The Bucket Plan®. Listen and learn how to simplify the financial planning process today!
Hosts Jason L Smith and Dave Alison discuss the Volatility Tolerance Analysis and how it can be an invaluable tool when building a financial plan. Learn how to account for risks and protect your clients within The Bucket Plan® approach today.
Tom Hegna, economist, author and retirement expert joined Dave Alison for a special episode of The Bucket Plan® podcast! Listen as Tom shares the optimal way to retire based on math and science and not opinion, the importance of holistic planning, his seven steps for a successful retirement and more.
Hosts Jason L Smith and Dave Alison discuss the Cash Flow Analysis and how you can design a suitable financial plan for your client without going through the labor-intensive, time-consuming and potentially inaccurate budgeting process.
Hosts Jason L Smith and Dave Alison discuss the Asset Sheet Questionnaire and how to help determine your client’s net worth. You’ll learn how to create an all-encompassing asset sheet for your clients, maximize cash flow with Tax Efficient Funnels and how to strategize sales and growth opportunities.
Hosts Jason L Smith and Dave Alison discuss an asset allocation strategy that your clients will actually understand-The Bucket Plan®. You’ll learn how to simplify financial planning for your clients within the three-bucket approach and how to segment money based on purpose and time.
Hosts Jason L Smith and Dave Alison discuss investor vulnerabilities, including sequence of returns risk and the three phases of the Money Cycle. You’ll learn how to educate your prospects, create the need, and motivate prospects to move forward during your first meeting.
Identifying pain is one of the most important steps in the qualifying process. If prospects aren’t experiencing pain that can be alleviated by your products or services, there is no sales opportunity to pursue, and the sooner you discover that, the better. Join Dave Alison, CFP®, EA as he interviews best-selling author and sales trainer Jody Williamson of Sandler Sales Training on the structure of a financial advisor's first appointment along with the great questions and techniques that separate...
On this episode of our Take Action Podcast series hosted by Jason L Smith, we share a special guest interview of Mary Sterk,CFP®. Mary is a Financial Advisor, Author and Mastermind Member at Clarity 2 Prosperity and Senior Vice President of Coaching. Together they discuss the advantages of being in a Mastermind Group, including: Tapping into best practices from like-minded advisors Elevating your business through collaboration and sharing ideas One-on-one and group coaching Access to turnkey pro...
On this episode of our Take Action Podcast series hosted by Jason L Smith, we share a special guest interview of Jim Blair, Lead Consultant at Premier Social Security Consulting LLC. Together they discuss social security, including: How to help maximize your client's benefits Whether Social Security will be there when your clients need it When the best time is for your clients to receive their benefits Permanent mistakes and how to avoid them For financial professional use only. Not for use with...
On this episode of our Take Action Podcast series hosted by Jason L Smith, we share a special guest interview of Jamie Hopkins, a professor at The American College and Director of the New York Life Center for Retirement Income. Together they discuss their candid, first-hand experiences with implementing fixed indexed annuities as a bond alternative, including: What is an FIA and how does it work (common misconceptions) How to easily and accurately explain this vehicle to clients Three primary us...
As mixed rulings and opinions continue to develop and speculation begins to build surrounding the SEC’s anticipated fiduciary rule, we continue to urge you to maintain the proactive stance of providing services in the best interest of your clients at all times. In fact, we see this as an opportunity to not only meet regulatory requirements ahead of your competition but to create significant new business opportunities while strengthening existing client relationships! The Certified Financial Fidu...
Break free from “growth at all costs” and make 2018 the year you shift your focus and efforts to what really matters—your net profitability! Take control of your business rather than being trapped in a cycle of production to keep up with your marketing and administrative costs. On this episode of our Take Action Podcast series hosted by Jason L Smith, we share a practice spotlight featuring Bryan Bibbo, AIF®. Together they discuss their candid, first-hand experiences with implementing The Cash F...
World-renowned business coach Dan Sullivan of Strategic Coach and bestselling author and financial planner Jason L Smith share critical insights on the evolution of the financial services industry over the past 50 years—particularly addressing the issue of transparency in compensation and charging a fee for intellectual capital. Listen in as these thought-leaders discuss the true value of well-documented processes and their impact on your revenue, business valuation and regulatory protection, in...
It’s a new world for many financial advisors today between increasing regulation and educated clients needing and expecting coordinated financial plans. The Bucket Plan® turnkey process and best-selling book provides a holistic financial plan that includes insurance, investments, taxes, legacy planning, Social Security strategies and Medicare supplements into a comprehensive and simple plan that clients can easily understand. On today’s Take Action podcast series hosted by Jason L Smith, we shar...
This week we are excited to debut our brand new on-demand Take Action podcast series hosted by Jason L Smith. This practice spotlight features Don Chamberlin, a top financial advisor who has been effectively refining and implementing Social Security strategies in his financial practice for years. On this podcast he will share his candid, first-hand experiences and results including: How to successfully market Social Security services How to transition Social Security prospects into holistic fina...
