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.

Resources 

• Books referenced: The Laws of Wealth: Psychology and the secret to investing success, The Behavioral Investor, The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement 
• Software referenced: Orion planning software  
• Conference referenced: Ascent Conference 
• Podcast referenced: Standard Deviations with Dr. Daniel Crosby