Discover the powerful insights behind Jason L Smith’s book, The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business. In this first installment of a special series, host Matt Seitz, Chief Marketing Officer at C2P, sits down with C2P’s founder and CEO who built a business designed to be an “insurance policy” for his family’s future.
Listen as Jason shares the deeply personal catalyst behind writing this book – preparing for his second open heart surgery – and how this experience reinforced his commitment to creating a self-sustaining, self-managing business model that would continue to thrive regardless of his presence.
Key Topics Discussed:
Whether you’re a seasoned financial advisor looking to scale your practice or a new entrepreneur seeking to build a business with lasting value, this episode provides invaluable insights on creating a practice that works for you rather than one that consumes you.
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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.