Discover how developing the right team can multiply your effectiveness as a financial advisor. In this episode, host Matt Seitz, Chief Marketing Officer at C2P, continues his conversation with Jason L Smith, author of The Rainmaker Multiplier, exploring the critical people component of building a successful practice.
Listen as Jason shares candid insights about how his key early hires helped transform JL Smith through their complementary strengths. Learn about Bryan Bibbo’s journey from $10/hour intern to a rainmaker and now President and CFO, bringing in $50 million annually to Senior Wealth Manager, Jeff Warnkin’s expertise as a “farmer” who elevated client service. Jason reveals how identifying and nurturing different talent types created a robust practice ecosystem.
Key Topics Discussed:
Whether you’re looking to make your first key hire or developing a comprehensive succession plan, tune in to learn how you can build a team that multiplies your impact and creates a sustainable practice.
Resources:
About the Host:
Matt Seitz, is a Partner and the Chief Marketing Officer at C2P, with over 15 years of experience across finance, accounting, and professional services industries. He’s known for his expertise in strategic planning, digital marketing, lead generation, and content marketing. Matt’s approach centers on relationship marketing, prioritizing customer satisfaction through data-driven marketing plans with demonstrable ROI. His contributions to the industry have earned him numerous accolades, including recognition as one of Cleveland’s Notable Marketing Executives in 2021 by Crain’s. Additionally, Matt has been named a finalist for CMO of the Year in 2023 by WealthManagement.com for their Industry Awards and recognized as a finalist in ThinkAdvisor’s LUMINARIES for exceptional executive leadership in the RIA/IAR Firms category.
About the Guest:
Jason L Smith is a father, husband, nationally acclaimed speaker, financial planner, best-selling author, coach, and entrepreneur dedicated to simplifying financial planning for families worldwide and supporting advisors everywhere. He is the Founder and CEO of C2P, as well as his own financial services practice, JL Smith Holistic Wealth Management. Jason’s passion and expertise lie in all aspects of holistic financial planning, further evidenced by being Founder and CEO of Prosperity Capital Advisors, a nationally recognized planning-first RIA. As a skilled leader in the financial services industry, Jason truly enjoys helping advisors secure and scale their businesses and better serve clients through C2P’s trusted processes and models.