Is it a challenge to find prospects? Are you then struggling to convert them into clients? Listen as Jason L Smith interviews Robert Sofia, Chairman & CEO at Snappy Kraken and get 6 actionable ways to rethink your lead nurturing approach. Get started today on using a proven process that can help you create a complete marketing and lead-generation strategy.

We know it can be uncomfortable and uneasy - and no, we're not talking about dinner with the in-laws...We're talking about asking your clients for referrals! What if we told you that there is a process to get your clients telling you if they'd like to make a referral? Listen and learn about the Net Promoter Score (NPS) Survey Referral Process and discover how it works, why it is important to survey your clients and how you can master their feedback.

Is your meeting structure disorganized? Are you in need of a process that will keep your team accountable? Get started with the Entrepreneurial Operating System, or EOS! Gene Roberts, Certified EOS Implementor® and CTO at The Traction Lab, joined Jason L Smith to discuss the software and how it can help you streamline your business. You'll hear an in-depth look at the EOS software and its 7 steps to a meeting, its ability to uncover gaps in your organization and leadership, and how to operate under a holistic standard while using EOS. Begin hosting effective meetings today!

Your practice is growing - but do you have the right advisors in place to secure more clients and increase revenue? Listen as Jason L Smith and top C2P advisor and mentor Don Chamberlin discuss the Right Fit Advisor process. You'll discover the 3 important phases of the process and how they all tie together to help you bring on future Rainmakers. Get started today!

It's time to shift the financial services industry dynamic and utilize a turnkey marketing program that empowers female advisors - listen as Jason L Smith interviews Jeannette Bajalia, author, speaker, and founder of Woman's Worth® and learn how she has helped redefine retirement planning for women. You will also get an in-depth look at the program, its approach to wealth and health management and how it integrates with The Bucket Plan®. Get started on creating a unique experience for both your advisors and clients today!

Dipping your toes into the virtual waters may seem scary – but we’re here to help. Listen as Jason L Smith and master speaker and coach, Pat Quinn, discuss strategies for communicating effectively in a virtual world. You’ll hear details on what elements of your presentation should remain the same and what should change for online, so dive in and get started on helping your clients today!

In this virtual environment, financial advisors are having to adapt and prepare for success in a new way. Listen as host Jason L Smith and professional speaking coach Joel Weldon provide practical ideas and actionable steps to help you feel more confident, excited and ready to deliver effective virtual presentations. Get started on growing your business with these tips today!

How do you grow your business during the COVID-19 uncertainty? With virtual seminars. Listen as Jason L Smith interviews Chris Ross from Eight Digit Media and hear a step-by-step process on how to convert in a virtual setting. You’ll also learn tips and practices that they both use to stay connected while working with prospects and clients virtually. Don’t let the rain stop and listen today!

Do you have big aspirations to grow your business? Do you want to bring in $100 million in new assets in one year? You can do it! Listen as Mary Sterk and Jason L Smith share details on the $100 Million Dollar Club and what processes and resources they continue to use to achieve this goal. You'll also learn about three common commitments that will help you along the way. Tune in!

Bill Cates, the "Godfather of Referrals", joins Jason L Smith for an exclusive podcast! Listen as Bill shares the tools and resources that he uses to enhance current client engagement. You'll also learn how he became super referable and generates unsolicited introductions.