Comprehensive Wealth Management Made Simple

Let's talk about how advisors can simplify the process of helping their clients achieve their financial goals

Author

Kyle Van Pelt
September 05, 2023

Comprehensive Wealth Management Made Simple with Dave Alison

Episode 010: In this week’s episode of Milemarker’s Connected Podcast, I am joined by Dave Alison, Founding Partner and President of C2P Enterprises and the Founder and CEO of Alison Wealth Management.

Dave shares how advisors can effectively manage a growing business, the five core pillars of holistic wealth management, and the bucket plan and its four-step process.

Here are a few key takeaways from this week’s ep:

  1. Advisors should align with a firm that offers a value proposition that resonates with their goals and clients.

  2. The 'three uniques' of C2P Enterprises are the holistic approach to advising, the tax trilogy, and the advisor career path.

  3. The bucket plan provides a simple and understandable framework for clients to organize their assets based on time horizons.

  4. Tax preparation services can be offered through building, borrowing, or buying a tax business.

  5. Customization is key in wealth management, tailoring strategies and solutions to individual client needs.

The episode is available now on your favorite podcast platform:

While there, please don’t forget to Download, Like, and Subscribe.

If you’d like to schedule a time to talk with me about anything we cover on our podcast or Milemarker, click here to grab 15 minutes.

Kyle Van Pelt