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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
- 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 Vaulted Views podcast, click here to apply.
I can’t but help that deep down I am and always will be a financial advisor. From time to time I plan on sharing financial strategies and concepts that I feel will be valuable to our subscribers.
I have learned a lot over the years about the financial services industry. Financial advisors are small business owners balancing two roles, first being a financial advisor to their clients and second being a responsible business owner for their family, staff and their community. I plan on sharing financial industry content and my experiences to this select group of subscribers here.
We all have vices. Mine are fine whiskeys, cigars and thoroughbred horseracing. So if you are in to that, I will share what I'm up to recently to relax and enjoy my time away from the hustle.
Thank you for being a part of this journey. Together, we’ll unlock the secrets to success in money, business, and life.
Warm regards,
Related Podcasts Worth Your Time
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Let’s Start the Conversation
Whether you’re an advisor looking to grow, an investor seeking clarity, or a community partner with a shared vision — Ray welcomes the opportunity to connect.
Every great relationship starts with a conversation, and every conversation begins with a question. Step inside the vault and reach out below.
For Financial Advisors
If you’re interested in collaboration, partnerships, or joining the Quotient ecosystem, start by joining the Quotient Advisor Community — it’s where ideas turn into action.
For Investors
If you’d like to connect with a wealth advisor from Lucia Capital Group or Quotient Advisor Partners to explore your financial plan, we’ll connect you with the right team.
For Media & Speaking Inquiries
Interviews • Events • Podcast Collaborations
Ray frequently speaks on leadership, innovation, and the evolution of wealth management.
For Financial Advisors
If you’re interested in collaboration, partnerships, or joining the Quotient ecosystem, start by joining the Quotient Advisor Community — it’s where ideas turn into action.
For Investors
If you’d like to connect with a wealth advisor from Lucia Capital Group or Quotient Advisor Partners to explore your financial plan, we’ll connect you with the right team.
For Media & Speaking Inquiries
Interviews • Events • Podcast Collaborations
Ray frequently speaks on leadership, innovation, and the evolution of wealth management.