The Bucket Plan® strategy — a time-segmented approach that organizes assets into Now, Soon, and Later buckets — can provide both financial security and psychological confidence for clients, especially when in a volatile market environment. Join guest host Kalem Mackey, CFP®, BPC, Executive VP at C2P, as he interviews Dave Alison, Founding Partner of C2P and CEO of Alison Wealth Management, to discover how to create "Bucket Plans of Steel" that withstand major market uncertainty. Whether you're already implementing The Bucket Plan® or new to this methodology, you’ll learn practical strategies for streamlining your planning process, improving client deliverables, and effectively communicating with clients during turbulent markets.
Advisors are encouraged to consult with their firm's compliance department prior to using or distributing consolidated reports like the ones mentioned in the episode, as such reports may present risks related to accuracy, custody, and client communication under SEC rules.
Resources:
- Philosophy discussed: The Bucket Plan®
- Advisor Trainings: The Bucket Plan® 1.0, The Teamwork Movement Live Training
- Portfolio analytics tool: Kwanti
- Planning software: eMoney, Orion
- AI Notetaker: Zocks
- Video tool: Loom (for client communications)
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