The Bucket Plan® On-Demand
About the Bucket PLan ON-Demand
Winning New Assets
As a financial advisor, there’s always at least one topic at the top of your mind, and that’s winning more assets under management. Take a peek behind our exclusive Mastermind Collegium as we dive into how you can use analogies to help gather assets, teach your clients so they can make more informed decisions and how you can meet and exceed expectations of Alpha.
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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 is an accomplished financial planner and entrepreneur. He is the Lead Trainer and a Founding Partner of Clarity 2 Prosperity and the Founder and CEO of Alison Wealth Management, his own financial services firm.