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!
Permission to Spend: Rethinking Legacy Planning for Child-Free Clients
The Bucket Plan® On-Demand Series
24 minutes 4 seconds
4 months ago
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 interviews Bri Conn, CFP®, Childfree Wealth Specialist® at Childfree Wealth®. Learn how to build trust with this unique, and often underserved client base, avoid common planning biases, and implement the "Die With Zero" philosophy to help clients live their best financial life. From redefining legacy beyond genetic inheritance to creating flexible work arrangements that prioritize life experiences, this episode covers essential strategies for advisors looking to better serve the growing child-free market.Resources:* Book referenced: Die With Zero by Bill Perkins* Podcast: Childfree Wealth Podcast* Volunteer platform: Volunteer Match* Child-Free Wealth website: childfreewealth.com
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!
