Explore the journey behind Jason L Smith’s Rainmaker Multiplier philosophy and book as he shares the pivotal experiences and mentors that shaped his approach to wealth management. In this second episode of our behind-the-scenes look of The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business, host Matt Seitz guides the conversation through Jason’s early career challenges and the valuable lessons learned through perseverance.
Listen as Jason candidly discusses how his “school of hard knocks” experience selling insurance door-to-door at 19 developed his hunter mentality, why identifying key team members as either “hunters” or “farmers” became crucial to scaling his business, and so much more.
Key Topics Discussed:
Listen in for the full story of how this door-to-door insurance salesman became a successful wealth management entrepreneur.
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.
Behind The Rainmaker Multiplier Book: The Why
The Art of Connection: Networking Strategies for Financial Rainmakers
Supercharge Your Firm’s Growth with Accountability Charts
AI-Powered Content Creation: Compliance and Best Practices for Advisors
Getting Ahead as A Female Advisor: Putting Your Health First
Is there a topic that you would like to hear?
Would you like to be a guest?
Click the button above to fill out our form!