How do advisors monetize their wisdom, and why is it important to charge planning fees?

The answers are easier than you think!

Click the “Register” button at the bottom of the screen to sign up.

It can be confusing to know how, or why, to charge fees for your planning services. Especially if you don’t feel you’re offering something different to your clients, it can be hard to know why charging fees even matters.

The goal of this seminar is to explain the value of providing your clients with a holistic planning process and differentiating yourself from other advisors in a way that makes it easier to charge for your services. The Bucket Plan® holistic planning process is a proven, step-by-step process that is easy to follow and easy to replicate, all while acting in the best interest of your clients and their financial futures.

You’ll learn how to implement this process with your own clients and how to charge for the services you provide.

In this seminar, you will learn how to:

  • Recognize how to differentiate yourself from transactional advisors
  • Identify how to bundle your services and monetize your wisdom
  • Explain why less is more when it comes to a plan deliverable
  • Describe how a 3-hole punch and a binder can help retain dead clients' money

Join us and feel more confident in your knowledge of and ability to charge planning fees for your firm's services and walk away with the tools, concepts and ideas to help implement The Bucket Plan process for your clients.

Dave Alison, CFP®, EA, BPC®
Chief Operating Officer & Founding Partner | C2P Enterprises
Founder | Alison Wealth Management


Dave Alison an accomplished financial planner, tax advisor, speaker, and mentor with a passion to help individuals achieve financial freedom. As a founding partner of C2P Enterprises, Dave has helped bring the leadership team together and shape the vision to simplify financial planning for financial advisors and their clients.

Dave’s professional capabilities to coordinate tax, financial, insurance and estate planning needs are what led him to found Alison Wealth Management as a boutique tax, financial planning & investment management firm bringing household CFO services to affluent families & high-income professionals across the United States.

Dave is the creator of The Tax Management Journey® and currently serves as a mentor and trainer to hundreds of financial planners, CPAs and estate planning attorneys as well as a frequent speaker at industry conferences through the United States. He is regularly called upon as a public speaker and by the media to share his knowledge on holistic financial planning, including Bloomberg, MarketWatch, Forbes Investor’s Business Daily, US News and World Report, Financial Planning Magazine and more.  Dave is an active member of The Financial Planning Association, The FPA of Silicon Valley, The National Association of Enrolled Agents, The National Ethics Association, and The Forum 400.