Identifying, developing, and empowering the right people can make all the difference in building a thriving financial practice. Take it from Jason L Smith, author of The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business. Join host Matt Seitz, Chief Marketing Officer at C2P, as he continues his conversation with Jason on the key themes behind the book and The Rainmaker Multiplier process. Learn how Jason's strategic hires like Jeff Warnkin, CFP, CPA, NSSA, BPC, Senior Wealth Manager, and Bryan Bibbo, AIF, NSSA, BPC, CEPA, now President and CFO, transformed JL Smith through their distinct but complementary strengths. Plus, discover the critical importance of "backstage players" who make everything possible behind the scenes. Tune in to learn more about practical frameworks for talent development, including the proven five-rung advisor career path that has helped numerous financial practices scale successfully.

Resources:

• Books referenced: 
• The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business by Jason L Smith
• The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement by Jason L Smith
• Getting Naked: A Business Fable About Shedding The Three Fears That Sabotage Client Loyalty by Patrick Lencioni
• Process referenced: The Bucket Plan® philosophy
• Training referenced: The Teamwork Movement Live Training
• Free Toolkit: The Rainmaker Multiplier Toolkit (includes bonus chapters and templates)
• The Ensemble Practice program referenced: G2 Leadership Institute
• Business coaching program referenced: Strategic Coach

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)

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)

If something happened today, would your business sustain your family or your legacy without you? In this special episode, C2P's Chief Marketing Officer, Matt Seitz, sits down with C2P founder and CEO Jason L Smith to explore his book, The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business. Listen as he shares the personal wake-up call that inspired the book — his second open heart surgery—and the proven framework he's developed for creating a truly self-managing practice. Discover how to build a business that continues to thrive regardless of your presence while achieving what every successful advisor deserves: the freedom of time, finances, relationships, and purpose.

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
• Organization referenced: Strategic Coach
• Toolkit mentioned: The Rainmaker Multiplier Toolkit (includes bonus chapters and templates)

What does successful networking look like for those in the financial services industry, and why does it matter? It’s more than just attending a mixer and collecting business cards! Join Kirsten Schlumbohm, Vice President of Annuity Sales at C2P, and special guest Julie Pinkerton, CLU, ChFC, LUTCF®, Chief Executive Officer & Managing Member of Evozen. They discuss the importance of networking, becoming referable, and the unique challenges within the industry, particularly for women and minorities. Pinkerton shares her journey from starting in financial services to founding the ClientFirst™ platform, aimed at enhancing the visibility and success of financial professionals by fostering a more inclusive and supportive community. Tune in for insightful strategies to grow your practice and make impactful connections in the financial industry.

Resources

• ClientFirst™ — Digital community platform for financial professionals
• Women in Insurance & Financial Services (WIFS) conference

Sources

• https://www.knoxnews.com/story/money/business/2021/10/14/your-professional-image-starts-great-headshot/5797101001/

Who handles lead generation? Who's responsible for client onboarding? Many advisors struggle with overlapping responsibilities and unclear ownership as their firms continue to grow. Join Matt Seitz, Chief Marketing Officer at C2P, as he talks with C2P founder Jason L Smith, about creating accountability charts — crystal-clear team structures that eliminate confusion and boost productivity. Jason shares his 30-year journey developing a system that prevents responsibilities from falling through the cracks and ensures everyone knows exactly what they own. Learn practical strategies for clearly defining team roles, creating a structure that grows with your practice, and implementing a proven business system that drives sustainable growth.

Resources:

• Training: The Teamwork Movement Live Training

Books:

• Traction: Get A Grip On Your Business by Gino Wickman
• The Hiring Advantage by Gina Pellegrini and Jason L Smith
• The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It  by Michael E. Gerber

AI usage is becoming increasingly popular in our industry and for good reasons, with 73% of businesses reporting increased productivity after AI adoption*. But financial advisors face a crucial challenge: how to harness the power of AI without compromising compliance or quality of their original content. Join host Kalem Mackey as he interviews Dustin Anaas, Compliance Analyst at C2P, to explore best practices for AI content creation, regulatory considerations, and practical implementation strategies. Learn how to leverage AI tools like ChatGPT while maintaining your unique voice and staying within compliance guidelines. Tune in for essential insights that can help you enhance your efficiency and client service through AI technology.

Resources:

• AI Tools referenced: ChatGPT, Gemini, CoPilot, Zocks
•  Learning resource mentioned: Section School Courses on AI
• Previously Recorded AI Podcast episode: AI For Advisors: How to Boost Efficiency and Closing Ratios with Zocks

*https://www.mckinsey.com/capabilities/quantumblack/our-insights/the-state-of-ai

While many holistic advisors may excel at creating comprehensive plans for clients' long-term care, health insurance, and retirement lifestyle needs, they often neglect these same considerations in their own lives. In this episode, host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, sits down with Rebecca Bloom, author and founder of When Women Get Sick, to address a critical blind spot for financial advisors: their own health advocacy. From building your healthcare support team to effective communication with medical providers, this episode delivers actionable advice for female financial advisors who often prioritize their clients' well-being over their own health. Learn how to advocate for yourself in medical settings, manage the emotional journey of illness, and apply the same strategic planning skills to your health that you use in your financial practice.

Resources:

• Book: When Women Get Sick: An Empowering Approach for Getting the Support You Need by Rebecca Bloom
• Website: WhenWomenGetSick.com

Statistics:

• Research shows women's pain is often underestimated by healthcare providers
• Recent studies confirm many pain medications don't work as effectively for women as for men
• Women tend to be financially under resourced compared to men.

Despite decades of diversity initiatives, women represent only 20-25% of financial professionals. In this forum by A Woman’s Clarity®, host Kirsten joins industry trailblazers, Lindsay Lewis, MBA, CHFC®, CFP®, Managing Director & Chair for Center for Women at The American College of Financial Services, and Alanah Phillips, founder of Advisor Launch Lab and Break Up With Your Broker Dealer, to explore strategies to help women thrive in this industry. Collectively they share personal insights on building professional networks, leveraging education for career advancement, and creating a supportive community of like-minded professionals. Learn how successful female advisors have navigated industry challenges, the importance of developing a personal brand, and why authenticity is crucial for connecting with clients and colleagues. Whether you're established in your financial services career or considering entering the field, this episode delivers practical guidance on building confidence, advocating for yourself, and developing meaningful professional relationships that can transform your career trajectory.

Resources:

• Women's professional development: American College's Center for Women
• Continuing education platform: Knowledge Hub Plus
• Mentorship program: FinServe Foundation
• Industry networking organizations: Financial Planning Association (FPA,) National Association for Fixed Annuities (NAFA), Women & Finance (WIFS), National Association of Personal Financial Advisors (NAPFA)
• Educational content: Reshma Saujani's commencement speech on imposter syndrome

Statistics:

• Women represent only 20-25% of financial professionals, a number that hasn't significantly changed in two decades
• Professionals with one designation experience 13% higher growth in earnings and 35% higher client retention
• Adding a second designation increases these numbers to 19% higher earnings growth and 45% higher client retention
• 16% of female professionals with designations receive client referrals
• 76% of individuals believe mentorship would help them professionally, but only 37% have mentors
• One-third of financial advisors (approximately 100,000) plan to retire in the next decade

Discover how implementing Zocks AI platform for financial advisors can transform your practice by streamlining client meetings, improving documentation, and enhancing follow-up communications. In this episode, host Cary Chaitoff, VP of Marketing at C2P, is joined by Mark Gilbert, Co-Founder & CEO of Zocks Communications, and Jim Hardeman, EVP of Product at Zocks. Fred Lowry, CRC® also contributes to the conversation as a practicing financial advisor with BrightPath Wealth Advisors who has successfully integrated Zocks into his practice. Learn how this compliance-approved AI solution can capture detailed meeting notes, generate personalized client communications, and automate form completion while maintaining strict security and privacy standards. Whether you're looking to increase your closing ratio, free up valuable time, or enhance client service, this episode will show you the many ways you can implement this powerful technology in your advisory business.

Resources:

• AI Platform for Financial Advisors: Zocks