The Bucket Plan® On-Demand

About the Bucket PLan ON-Demand

Industry leading financial advisors, mentors and business leaders, Jason L Smith & Dave Alison host and interview top industry experts and advisors on actionable financial planning strategies to grow your business and stay ahead of your competition.

Latest Episode

Using the Family Estate Organizer to Win Over & Retain Advisory Clients

Are you looking for a tool that wows clients, keeps their estate plan organized, helps increase your closing ratio, and makes transitioning them to a new advisor in your firm seamless? The Family Estate Organizer — a key part of the Bucket Plan® process — has helped advisors nationwide, including Bryan Bibbo, AIF®, NSSA, BPC, Partner at the JL Smith Group; and Dean Thurman, Founding Partner of InvestWise Financial and White Glove. Tune in to find out how the Family Estate Organizer can enhance your client offerings!

All Episodes

Recent Episodes

Mastermind Session: Tax Policy Update

Mastermind Roundtables: The Bucket Plan and Simplifying Asset Allocation for Clients

Consequences of an Extended Care Event

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Meet the Hosts

Jason L Smith

Jason L Smith is a nationally acclaimed speaker, financial planner, best-selling author, coach, and entrepreneur. He is the Founder and CEO of Clarity 2 Prosperity, as well as his own holistically run financial services practice, The JL Smith Group.

Dave Alison

Dave Alison is an accomplished financial planner and entrepreneur. He is the President and a Founding Partner of Clarity 2 Prosperity and the Founder and CEO of Alison Wealth Management, his own financial services firm.