The Bucket Plan® On-Demand

About the Bucket PLan ON-Demand
Latest Episode
The Mind and the Market with Dr. Daniel Crosby
In this episode of the Bucket Plan On-Demand Podcast, Dave Alison, CFP®️, EA, BPC, President and Founding Partner of C2P Enterprises, sits down with Dr. Daniel Crosby, Chief Behavioral Officer at Orion. They discuss Dr. Crosby’s presentation “The Mind and the Market” and dive into how advisors think, how to help clients navigate the volatility in the market, and how to manage and maximize their investments. Dave and Dr. Crosby also discuss the behavioral aspect of The Bucket Plan and how emotions tie into the process.
Be our guest!
Is there a topic that you would like to hear on the podcast?
Would you like to be a guest?
Click the button above to fill out our form!
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.