Rainmaker Success Story: Leveraging the RMM Book for Explosive Growth

The Rainmaker Multiplier On-Demand Podcast

Behind The Rainmaker Multiplier Book: The Self-Sustainable Success Story

In This Episode

In this final installment of our Behind The Rainmaker Multiplier Book series with author, Jason L Smith, we explore the real-world application of building a business that can operate successfully without its founder.

Join host Matt Seitz, Chief Marketing Officer at C2P, as he guides us through Jason’s journey of extended absences from his businesses – and the surprising results that followed. Listen as Jason shares the frameworks, systems, and leadership principles that allowed both JL Smith Group and C2P to not just maintain operations but achieve record-breaking growth during his absences.

Key Topics Discussed:

Building True Business Continuity: How to create systems and processes that allow your business to thrive without your presence
Organizational Health Framework: The practical implementation of Patrick Lencioni’s “The Advantage” methodology across financial services organizations
Testing Your Systems: How extended absences provide the ultimate stress test for your business infrastructure
Leadership Development: Creating teams capable of achieving record results without founder intervention
Legacy Building: Jason’s emotional reflection on creating a multi-generational business that serves American families

Learn how to transform your practice from founder-dependent to process-dependent through Jason’s candid sharing of both successes and challenges.

Resources:

Books referenced:
- The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business by Jason L Smith
- The Advantage: Why Organizational Health Trumps Everything Else In Business by Patrick Lencioni
Free Toolkit: The Rainmaker Multiplier Toolkit (includes bonus chapters and templates)

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