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

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.

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.