The Bucket Plan® On-Demand Series

Recent Episodes

The Asset Sheet Questionnaire

Posted July 31, 2019 • 00:30:40

Hosts Jason L Smith and Dave Alison discuss the Asset Sheet Questionnaire and how to help determine your client’s net worth. You’ll learn...

An Asset Allocation Strategy Your Clients Will Actually Understand

Posted June 28, 2019 • 00:35:39

Hosts Jason L Smith and Dave Alison discuss an asset allocation strategy that your clients will actually understand-The Bucket Plan®. You’ll learn...

Identify Risk & Investor Vulnerability

Posted May 30, 2019 • 00:37:49

Hosts Jason L Smith and Dave Alison discuss investor vulnerabilities, including sequence of returns risk and the three phases of the Money...

How Do You Increase Your Closing Ratio by 72.3%? Ask These Questions

Posted April 17, 2019 • 00:40:26

Identifying pain is one of the most important steps in the qualifying process. If prospects aren’t experiencing pain that can be alleviated by your...

Harnessing the Power of a Mastermind Group

Posted October 24, 2018 •

On this episode of our Take Action Podcast series hosted by Jason L Smith, we share a special guest interview of Mary Sterk,CFP®. Mary is...