Discover the origins of the holistic approach that has become the backbone of Jason L Smith’s success formula and now book for financial advisors nationwide. Join host Matt Seitz, Chief Marketing Officer at C2P, as he continues his conversation with Jason L Smith, author of The Rainmaker Multiplier, exploring the foundational concepts that shaped his business philosophy. Jason shares the compelling origin story behind The Bucket Plan®, revealing how a chance remark during a client meeting sparked the creation of this revolutionary financial planning approach. This innovative methodology would later become a cornerstone of The Rainmaker Multiplier philosophy, demonstrating how a client-focused planning system can transform an advisor's practice from simple product sales to comprehensive wealth management.

Resources:

• Book referenced: The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business and The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement by Jason L Smith
• Process referenced: The Bucket Plan® philosophy
• Free Toolkit: The Rainmaker Multiplier Toolkit (includes bonus chapters and templates)