The Bucket Plan® On-Demand Series

The Bucket Plan® On-Demand Series


Discover the Power of a Unique Process to Transform your Financial Practice

November 10, 2017

World-renowned business coach Dan Sullivan of Strategic Coach and bestselling author and financial planner Jason L Smith share critical insights on the evolution of the financial services industry over the past 50 years—particularly addressing the issue of transparency in compensation and charging a fee for intellectual capital.


Listen in as these thought-leaders discuss the true value of well-documented processes and their impact on your revenue, business valuation and regulatory protection, including:



  • What we can learn from commission reform in the UK

  • How to grow the value of your business to 10x annual revenue

  • Establish the process and confidence to charge planning fees

  • And more


Dan Sullivan
Dan Sullivan is founder and president of The Strategic Coach Inc. A visionary, an innovator, and a gifted conceptual thinker, Dan has over 35 years’ experience as a highly regarded speaker, consultant, strategic planner, and coach to entrepreneurial individuals and groups. Dan’s strong belief in and commitment to the power of the entrepreneur is evident in all areas of Strategic Coach® and its successful coaching program, which works to help entrepreneurs reach their full potential in both their business and personal lives. He is author of over 30 publications, including The Great Crossover, The 21st Century Agent, Creative Destruction, and How The Best Get Better®. He is co-author of The Laws of Lifetime Growth and The Advisor Century.


Jason L Smith
Jason L Smith is a nationally-acclaimed speaker, financial planner, author, coach, and entrepreneur and is an 11-time Top of the Table qualifier. He is the founder of a holistic financial services practice, a financial training, coaching and IP development organization, and two national financial planning organizations. His most recent book, The Bucket Plan, is a bestseller with praises from national media and distribution through Barnes & Noble, Amazon and Hudson bookstores. Jason was named Top 40 under 40 by InvestmentNews magazine in 2015. His mission is to educate families world-wide on holistic financial planning.