All Episodes
The Bucket Plan® On-Demand Series — 47 episodes
Guaranteed Income and Retirement Happiness: What Advisors Should Know
Client Communication: Why Visuals Land When Numbers Don't
Building a Personal Brand as a Financial Advisor: Authenticity First
Attracting and Retaining Women Clients as a Financial Advisor
Coffee Break with C2P: Exclusive Chat with C2P's Top 2 Advisors
Communicating Financial Planning Concepts
Coffee Break with C2P: Using Home Equity in a Holistic Plan
Coffee Break with C2P: The Evolution of FIAs
The 5th Option with Walter Young
Coffee Break with C2P: The SECURE Act Updates with Special Guest Ed Slott
Coffee Break with C2P: Bucket Plan Challenges
How to Supplement a Tax-Free Retirement
How to Simplify the Way You Talk to Clients
Fixed Index Annuities as a Bond Alternative
4 Ways to Rethink Annuities in Your Clients’ Retirement Plan
Winning New Assets Under Management
Build Client Relationships with the Family Estate Organizer
Making the Simple, Simpler: Retirement Analyzer, The Bucket Plan® Edition
Holistic Financial Planning: A Success Story
Monetize Your Wisdom
The Power of a 4-Step Financial Planning Process
Positioning Life Insurance with Long-Term Care Benefits
The Bucket Plan Best Interest Process: A New Framework for Teaching
The Power of the Concepts and Tools of The Bucket Plan®
One-Year Home Health Care in Your Client’s Bucket Plan
Whole Life as an Alternative to Today's Low Interest Rates
How to Make it Rain in a Virtual Environment
Call Your Clients!
The Beneficiary Liquidity Plan
Best Practices for Hosting Virtual Meetings
Top Ways to Make Your Plan Deliverable Meeting More Effective
Designing your Client's Bucket Plan®
Protect Your Clients from Market Volatility
Tom Hegna
The Cash Flow Analysis
The Asset Sheet Questionnaire
An Asset Allocation Strategy Your Clients Will Actually Understand
Identify Risk & Investor Vulnerability
How Do You Increase Your Closing Ratio by 72.3%? Ask These Questions
Harnessing the Power of a Mastermind Group
Addressing Common Social Security Mistakes
FIAs as a Bond Alternative Applied
The Power of The Bucket Plan® Certification and CFF® Designation
The Cash Flow Analyzer Applied
Discover the Power of a Unique Process to Transform your Financial Practice
The Bucket Plan® Applied
Social Security Strategies Applied