How Fiduciary Advisors Build Enterprise Value and Retain Clients in Volatile Markets

Hi Vaulted Viewer,

Season 2 of Vaulted Views wraps up today and I want to thank you for being part of the journey.

Whether you’ve been with us from the beginning or just jumped in recently, I’m grateful you’ve chosen to tune in, grow, and build alongside me.

In this final episode of the season, I’m speaking directly to my financial advisor community.

We’re diving deep into what it really means to be a fiduciary—and how implementing structured systems like The Bucket Strategy® not only creates peace of mind for your clients, but builds true enterprise value in your firm.

Plus, I share a real story about current market volatility—and how the advisors I work with are not getting panicked calls… because they’ve already done the work to prepare their clients.

It’s a short, powerful episode—and it’s the perfect setup for what’s coming next.

Starting in Season 3, Vaulted Views is evolving.

You’ll hear more solo episodes where I break down the frameworks I’ve used to help build a multi-billion-dollar wealth management firm—and you’ll also get exclusive interviews with business leaders, founders, and prominent individuals who have wisdom worth sharing with our community.

Watch or listen to the Season 2 finale now by clicking one of the buttons below.

Thanks again for being part of this. Let’s keep building—intentionally, strategically, and with a Vaulted View.

Talk soon,
Ray Lucia Jr.
Host of Vaulted Views

For Investors: If you have at least $500k to invest, I can connect you with a financial advisor at Lucia Capital Group. Click here to schedule an appointment

For Financial Advisors: If you are a financial advisor looking for help growing, optimizing, or selling your business, click here to schedule a discovery meeting with me

Become a Podcast Guest: If you are a founder, business owner, community leader or financial industry professional and would like to be featured on the Vaulted Views podcast, click here to apply

1. For Investors: If you have at least $500k to invest, I can connect you with a financial advisor at Lucia Capital Group. Click here to schedule an appointment

2. For Financial Advisors: If you are a financial advisor looking for help growing, optimizing or selling your business. Click here to schedule a discovery meeting with me

3. Become a Podcast Guest: If you are a founder, business owner, community leader or financial industry professional and would like to be featured on Vaulted Views podcast, click here to apply.