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How High-Performing Financial Advisors Approach Client Conversations
What do ultra-high-performing financial advisors do differently? According to Carlos M. Garcia, founder of Exceed Sales, it comes down to three things: communication mastery, deep curiosity, and…
How to Choose the Right Distribution Partner as a Financial Advisor
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,…
Protecting Clients' Retirement from Rising College Costs
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…
401(k) Match Alternatives: Planning Strategies for High-Earning Clients
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…
M&A Communication: Guiding Clients Through Advisory Transitions Part 2
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…
M&A Communication: Guiding Clients Through Advisory Transitions Part 1
Whether your clients are selling their businesses or you're navigating a merger and acquisition (M&A) transition in your own firm, the communication challenges are remarkably similar. Join host…
Advising in the Age of AI: How Clients Use It and How You Can Too
ChatGPT and other AI tools regularly get financial advice wrong, but your clients don't always know that. What do you do when they bring you analysis that contradicts your recommendations? Discover…
Retaining Women Clients Through Life Transitions
Major life transitions often become inflection points in advisor-client relationships, moments where trust either deepens or dissolves. Join host Kirsten Schlumbohm, Vice President and Head of…
Long-Term Care Client Conversations: Real Stories and Strategies
What experience have you had either directly or indirectly when it comes to caring for an aging loved one? During this live recording from A Woman's Clarity® forum, we discuss the realities of…
From Conversations to Care Plans: How to Support Caregiving Clients
As the population ages, more families are facing the realities of caregiving, and financial advisors are often the first to see it unfold. Join host Kirsten Schlumbohm, Vice President and Head of…
Stagflation Strategies Your Competitors Aren't Using
The economic landscape is shifting, and you’re probably hearing a term you haven't encountered in decades: stagflation. This toxic combination of slow growth, rising inflation, and increasing…
How to Serve Gen X Clients: Sandwich Generation Planning Strategies
Generation X is spending $83,000 annually compared to baby boomers' $62,000—a 33% increase that reflects their sandwich generation reality: funding college tuition while simultaneously covering…
Financial Advisors Guide to Serving Gray Divorce Clients
Gray divorce rates among Americans over 50 have surged from 8.7% in 1990 to 36% by 2019*, creating unique financial planning challenges that require specialized expertise. Join host Kirsten…
One Big Beautiful Bill: Tax Law Changes & Strategies for Advisors
The One Big Beautiful Bill (OBBB) represents the most significant tax planning opportunity since 2017, and advisors who understand it will have a major advantage. Join host Kalem Mackey, CFP®, BPC,…
Permission to Spend: Rethinking Legacy Planning for Child-Free Clients
Discover how to reframe legacy planning, estate strategies, and wealth management for clients without children. Join host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, as she…
Proven Financial Advisor Referral Strategies from Masters of the Craft
Transform your practice from referral-hoping to referral-generating with battle-tested strategies from two industry legends. Discover why referred prospects are more likely to become clients and how…
The Future of Wealth Management Part 2: Personal, Efficient Operations
Technology continues to reshape client expectations in wealth management, with consumers comparing advisory firms to companies like Amazon and Coinbase rather than just other financial institutions.…
The Future of Wealth Management Part 1: Exceptional Service
Client expectations continue to evolve in wealth management, and exceptional service delivery has become the key differentiator for advisory practices. In this first part of our two-part conversation…
Building Deeper Client Relationships Through Structured Conversations
Conversation Circles are a powerful tool any financial advisor can leverage to uncover the values of their clients and prospects to offer a more personalized experience. When you host one of these…
Reading Market Signals: Investment Strategy During Volatility
When markets turn volatile, clients often start calling with questions and seeking answers. How you handle these conversations often determines whether clients stay the course or make emotional…
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The Bucket Plan® On-Demand Series has published 124 episodes since March 2016, covering topics in Business, Education.
The Bucket Plan® On-Demand Series is currently moderate with new episodes every 2 weeks. Average episode length is 30m.
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