Advisor Resources

The Bucket Plan® On-Demand Podcast Client Communication: Why Visuals Land When Numbers Don't In This Episode Get a free copy of Jamie’s Book, Your Retirement Sketchbook: 125 Retirement planning Lessons from Financial Experts by scanning the QR code below or visiting here. About the Episode: Your clients absorb information differently, and for many of them,...

The Rainmaker Multiplier On-Demand Podcast Lead Follow-Up for Financial Advisors Part 2 https://www.youtube.com/watch?v=f7Nxw7d6rnw In This Episode About the Episode: You put weeks of work into the venue, the slide deck, and the perfect presentation. Then the event ends and the follow-up turns into a scramble: who calls the leads, what do they say, and why...

The Bucket Plan® On-Demand Podcast Building a Personal Brand as a Financial Advisor: Authenticity First https://www.youtube.com/watch?v=zRVCRkazb4g In This Episode About the Episode: In a landscape flooded with AI-generated content and carefully curated personas, the advisors who build lasting relationships are the ones willing to show up as themselves. This episode explores why authenticity has become...

The Rainmaker Multiplier On-Demand Podcast Lead Follow-Up for Financial Advisors: Speed, Skills, and Consistency https://www.youtube.com/watch?v=f7Nxw7d6rnw In This Episode About the Episode:What do your highest-performing peers understand about lead response that other advisors are still working out? In many cases, the answer comes down to knowing where your sales funnel begins.Matt Seitz, Chief Marketing Officer and...

The Bucket Plan® On-Demand Podcast Attracting and Retaining Women Clients as a Financial Advisor https://www.youtube.com/watch?v=gMv7YPvTC3g In This Episode About the Episode: You may say your firm serves everyone, but you could be overlooking your female client experiences without realizing it. In this episode, host Kirsten Schlumbohm, sits down with Lisa M. Hinz, founder of CORNHERSTONE...

When you complete The Bucket Plan® live training, you'll transform your business with a process to simplify holistic planning, increase your closing ratio, and easily duplicate and scale.

This two-day training is designed to expand your business by adding tax management services to your offerings.

Monetize your wisdom as a holistic planner by charging planning fees with a comprehensive four-step client engagement process.

Build an elite team of financial advisors you can rely on to run your business with or without you.

This invite-only annual event brings top advisors together to learn, grow, and collaborate. Expect serious breakthroughs and serious fun.

45 minutes | Presenter: Kalem Mackey, CFP®, BPC, EVP, Prosperity Capital Advisors

Are you looking to streamline your sales process and increase your closing ratio? Kalem Mackey teaches you how to create a holistic planning experience you and your clients will love using The Bucket Plan® Best Interest Process: a proven, repeatable planning methodology.

45 minutes | Presenters: Matt Seitz, Chief Marketing Officer and Cary Chaitoff, Vice President of Marketing, Prosperity Capital Advisors

You’re spending money on marketing. Leads are coming in. But they’re sitting in your CRM, never converting into actual clients. The problem is the gap between marketing and business development — and most advisors have no idea how to bridge it. Join Matt Seitz and Cary Chaitoff for the tools and processes to close that gap and level up as a solo advisor or ensemble practice.

30 minutes | Presenter: Jason L Smith, CEP®, BPC, CEO and Founder, Prosperity Capital Advisors

A time will come when you need to step away from your firm. The Advisor Career Path is a way to structure your business so it continues to prosper without you whether you’re planning for an extended absence, a family transition, or retirement. Learn the process and put your mind at ease.

60 minutes | Presenter: Dave Alison, CFP®, EA, BPC, Founding Partner and President of Wealth Management, Prosperity Capital Advisors

Taxes can be a client’s greatest expense in retirement if they lack a tax-savvy advisor. Many advisors can provide a financial plan, but not all can provide tax management services that help maximize income and minimize taxes. Learn how to reach and retain wealthier clients through tax management.

30 minutes | Presenter: Jason L Smith, CEP®, BPC, Chief Visionary | Executive Chairman & Founder, Prosperity Capital Advisors

Building a self-sustaining firm starts with developing the right people. Jason L Smith shares the process he used to transform his own practice and that turned a junior team member into his firm’s top producer. Learn how to duplicate and scale that process inside your own firm.

45 minutes | Presenter: Dave Alison, CFP®, EA, BPC, President of Wealth Management | Founding Partner, Prosperity Capital Advisors

How do you monetize your wisdom as an advisor and why does charging planning fees matter? If you don’t feel you’re offering something genuinely different to your clients, it can be difficult to know where to start. This session explains the value of a holistic planning process, how to differentiate your services, and how The Bucket Plan® Best Interest Process makes charging for your services a natural next step rather than an awkward conversation.

45 minutes | Presenter: Dave Alison, CFP®, EA, BPC, President of Wealth Management | Founding Partner, Prosperity Capital Advisors

Attracting and retaining high-net-worth clients starts with offering something most advisors and tax professionals don’t: proactive, holistic planning that includes tax management. This session shows you how to differentiate your practice by helping clients maximize their income and minimize their taxes and why that positions you to serve wealthier clients at a higher level.

By Jason L Smith

Built around a three-bucket philosophy of strategically positioning assets, The Bucket Plan® gives advisors a proven, repeatable process for helping clients plan for and mitigate the risks that can derail retirement. Updated to reflect the latest planning tools and SECURE Act 2.0 changes.

By Jason L Smith

A comprehensive practice guide and exclusive toolkit for financial advisors ready to build a business that runs without them. Jason L Smith shares the same process he used to transform his own firm and that turned a $10-per-hour intern into his firm’s top producer for five consecutive years.

“Jason has a knack for explaining his success principles in a way that other advisors can run with them. ‘The Rainmaker Multiplier’ will become a reference book to any advisor wishing for sustained success.” — Bill Cates, President, Referral Coach International

Download your FREE copy of Transform Your Practice with The Five Pillars of Holistic Wealth Management and learn how this comprehensive planning approach can help revolutionize your client experience—and your business.

Ready to capture the next generation of clients before your competitors do? Many advisory firms are still relying on outdated tactics that worked for baby boomers but fall flat with Generation X and millennials. In this digital age, you can’t rely on traditional tactics you’ve used in the past to win new business.

The Advisor Career Path & Compensation Model guide will help you recruit, reward, and retain top talent so that you bring on the best people and adequately invest in them for the future of your business.

Have you tried different sales processes to help close more business or optimize your pipeline, but didn’t see the results? What you really need is a proven process that helps simplify financial planning for both you AND your clients – The Bucket Plan® Best Interest Process.

Taxes are often the single greatest expense people face when they retire and it’s important to teach your clients that not all money is taxed the same. If you build a tax practice within your firm, increasing your offerings can help you expand your profitable business lines.