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

The answers are easier than you think!

 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.

This webinar will 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 webinar, 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

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
President | Founding Partner
C2P

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ABOUT DAVE ALISON

Dave Alison, CFP®, EA, BPC, is an accomplished wealth manager and entrepreneur with a passion for holistic wealth management.

In 2023, Dave was named to the InvestmentNews 40 Under 40 list for his accomplishments, contributions, leadership, and promise. Dave also was a winner of a ThinkAdvisor LUMINARIES award in the Thought Leadership and Education category for his work at C2P. In 2024, he was named a finalist for Advisor of the Year (Regional West) by InvestmentNews, and a “Wealthies” award finalist for Thought Leader of the Year by WealthManagment.com for his efforts at Prosperity Capital Advisors.

As President and Founding Partner of C2P, Dave has been responsible for helping drive the enterprise towards a collective vision of simplifying financial planning for 1 billion people worldwide.

Dave is engaged across all aspects of the enterprise, accountable for C2P’s enterprise platform, consisting of a corporate RIA, insurance platform, talent development platform, and marketing agency. He is focused on leading the RIA platform, Prosperity Capital Advisors, and helping PCA’s investment advisor representatives grow their business and support their ultra-high net worth clients.

In addition to his role at C2P, Dave is the Founder & CEO of Alison Wealth Management, an ensemble holistic wealth management firm with offices in Palo Alto, CA, Charleston, SC, and Atlanta, GA. Alison Wealth Management was built on all the foundational business model and processes developed by C2P and serves high net worth and ultra-high net worth clients across the county.

Dave has consistently proven to be a wealth of knowledge and skill for his clients and other advisors throughout his career, earning recognition for his skill and dedication in the financial services industry. As a member of the Million Dollar Round Table’s Top of The Table, Financial Planning Association®, and The National Association of Enrolled Agents, and Entrepreneurs Organization, Dave is committed to exceptional client service and improving the financial industry.

Dave and his wife, Alana, live just outside of Charleston, South Carolina; they are the proud parents to three beautiful daughters.