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 : [email protected]  

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)