Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
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Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
Guiding Clients Through Market Volatility: The Bucket Plan® Advantage
The Bucket Plan® On-Demand Series
17 minutes 19 seconds
7 months ago
Guiding Clients Through Market Volatility: The Bucket Plan® Advantage
Do your clients call in a panic when the market drops, ready to abandon their long-term strategy based on the day’s headlines? In this episode, hosts, Dave Alison and Jason L Smith, reveal their proven playbook for turning market volatility from a practice threat into a potential growth opportunity. Discover how The Bucket Plan® gives clients the confidence to stay the course during uncertain times while creating natural openings for referrals and new assets. Listen as Jason shares real-world examples from his own practice where this approach helped continue to bring in new assets despite market fluctuations. Whether you're dealing with client concerns about tariffs, inflation, or political uncertainty, this conversation delivers practical language, proactive outreach strategies, and tactical planning moves that can help showcase your value when clients need it most. Resources: * Books referenced: The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement and The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business by Jason L Smith * Training: The Bucket Plan® 1.0 * Dave Alison contact information : dalison@c2penterprises.com (mailto:dalison@c2penterprises.com) Statistics: * US News and World Report ranked The Bucket Plan® as a top 10 retirement planning book in 2023 * Tesla is down 40% for 2025 * Nasdaq is down 10% for 2025 * S&P 500 is down 5% for the year as of April 2025 * S&P 500 is only down 3.8% for the year (as of March 17)
The Bucket Plan® On-Demand Series
Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
