Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
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Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
Financial Clarity for Women Through Bucket Planning
The Bucket Plan® On-Demand Series
29 minutes 44 seconds
7 months ago
Financial Clarity for Women Through Bucket Planning
How can advisors better support women in achieving financial confidence—especially during times of transition? Join host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, for a heartfelt and tactical discussion with Grace Nicholson, founder of Akamai Advisors, and Lisa Chenet, financial fiduciary and advisor at CLP Financial Group. Together, they share practical strategies for guiding women through financial planning using The Bucket Plan®. From building clarity and confidence to giving women permission to spend, this episode is a must-listen for advisors committed to deepening client relationships and delivering greater impact for women.Resources:* Planning Concepts: The Bucket Plan® (https://c2penterprises.com/bucket-plan/)* Financial Advisor Training: The Bucket Plan® (https://c2penterprises.com/events/simplify-the-financial-planning-process/)Statistics:* 80% of widows switch financial advisors within a year of their spouse's death (https://www.blackrock.com/us/financial-professionals/insights/financial-advisors-and-women-investors-as-heirs-of-generational-wealth) * Women are expected to inherit over 50% of the $84 trillion wealth transfer through 2045 (https://www.forbes.com/councils/forbesbusinesscouncil/2024/11/18/the-great-wealth-transfer-an-84-trillion-investment-opportunity-for-women) * Women live 5 years longer than men on average (https://usafacts.org/articles/do-women-live-longer-than-men-in-the-us)
The Bucket Plan® On-Demand Series
Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
