The Bucket Plan® On-Demand Series

The Bucket Plan® On-Demand Series


Coffee Break with C2P: Exclusive Chat with C2P's Top 2 Advisors

September 06, 2022

In this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, Jennifer Mackert, Chief Operating Officer, interviews the top 2 advisors at C2P Enterprises: Bryan Bibbo of JL Smith and Dave Alison of Alison Wealth Management. They share first-hand advice, like how to ask for and receive the right kinds of referrals from your existing clients. Tune in to hear the entire conversation!