Behind The Rainmaker Multiplier Book: The Making of a Rainmaker

The Rainmaker Multiplier On-Demand Podcast

Behind The Rainmaker Multiplier Book: The Making of a Rainmaker

In This Episode

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:

  • Influential Mentors: The key figures who shaped Jason’s financial education and business philosophy, including Dan Sullivan and Ed Slott
  • The Hunter vs. Farmer Dynamic: Understanding the different but complementary roles needed in a successful advisory practice
  • Employee Investment Mindset: The paradigm shift from viewing team members as expenses to seeing them as investments
  • Building a Self-Managing Company: How Jason created a firm that achieved record results during his 5-month absence
  • Personal Growth Philosophy: Jason’s approach to instilling work ethic and resilience in his children despite their privileged upbringing

Listen in for the full story of how this door-to-door insurance salesman became a successful wealth management entrepreneur.

Resources:

Behind The Rainmaker Multiplier Book: The Why

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. 

Follow Matt Seitz on LinkedIn

 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.

Follow Jason L Smith on LinkedIn