In this enlightening episode, we continue our behind-the-scenes exploration of Jason L Smith’s book, The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business. Join host Matt Seitz, Chief Marketing Officer at C2P, and Jason himself as they delve into the formative experiences that shaped Jason's approach to wealth management and entrepreneurship. From knocking on doors selling insurance at 19 to building a successful, self-managing firm, Jason shares candid insights about the mentors who guided his journey, and so much more. Discover the crucial balance between "hunters" and "farmers" in a successful advisory practice and why viewing key employees as investments rather than expenses was a pivotal mindset shift in creating the Rainmaker Multiplier philosophy. Whether you're an established advisor or building your practice, this episode offers valuable wisdom on perseverance, team building, and creating a firm that thrives even in your absence.

Resources:

• Book referenced: The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business by Jason L Smith
• Process referenced: The Bucket Plan® philosophy
• Tax planning and management training: Ed Slott and Company’s Advisor Training
• Organization referenced: Strategic Coach
• Free Toolkit: The Rainmaker Multiplier Toolkit (includes bonus chapters and templates)