The Bucket Plan® On-Demand Series

C2P

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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The Bucket Plan® On-Demand Series

Episodes (125)

Wed May 13th Attracting and Retaining Women Clients as a Financial Advisor
Mar 25th How High-Performing Financial Advisors Approach Client Conversations
Mar 11th How to Choose the Right Distribution Partner as a Financial Advisor

The Bucket Plan® On-Demand Series

May 13, 2026
39¼ minutes
36 MB

Many advisory firms say they serve everyone. What that often means in practice is a client experience built around a male default and a woman across the table who doesn't feel seen. Join host Kirsten Schlumbohm as she sits down with Lisa M. Hinz, founder of CORNHERSTONE, to talk about what how to design your firm for women on purpose. They cover why 80% of women leave their husband's financial advisor after a spouse passes, what widowhood looks like today, and how to audit your existing client journey before a slow leak of attrition becomes something you can't ignore. Whether...

The Bucket Plan® On-Demand Series

Attracting and Retaining Women Clients as a Financial Advisor

C2P

00:00 -39:17