The Bucket Plan – Sophistication in simplicity

Top of the Table member Jason Smith shares his company’s Massively Transformative Purpose (MTP) and how The Bucket Plan is at the heart and soul of it. The Bucket Plan is an asset-positioning philosophy that effectively helps advisors package their recommendations and communicate them in a simplified way to empower clients to make better financial decisions. Smith shares a powerful point of sale tool illustrating sequence of returns risk that participants will be able to go back and use with their existing clients and prospects.