Rainmaker Multiplier On-Demand

Hosts Jason L Smith and guest Bryan Bibbo discuss how adding a tax practice can differentiate yourself as a multi-solution financial advisor. Listen and learn the advantages and disadvantages to building your own tax practice as well as how partnering with a firm can also create a mutually beneficial relationship.

Have you come to the realization that there aren't enough hours in the day to not only maintain your current client base but continue to grow it? Host Mary Sterk and guest Bryan Bibbo discuss how you can multiply your time by transitioning client relationships to an associate advisor. You'll learn about the pros and cons of transitioning accounts, the joint client review transition and the do's and don'ts of transitioning a client to an advisor.

Jason L Smith, Founder, President and CEO of Clarity 2 Prosperity is featured in this episode, which is a presentation given to advisor members of a Mastermind Collegium. This engaging podcast covers many topics, including the Rainmaker Multiplier and right fit advisor concepts along with the Bucket Plan philosophy. You’ll learn many impactful ways advisors can further grow their businesses. Multiply your knowledge today

Hosts Mary Sterk and Gina Pellegrini discuss delegation and its ability to improve collaboration and communication within your team. Listen and learn about the 3 Cs and the two types of delegation and discover the tools that will help you multiply your results and grow your business.

How do you handle estate planning in your practice? Do you simply refer your client to an estate attorney and hope that they keep you in the loop? Or do you feel like you lose control of the process once it moves to the attorney? It doesn’t have to be that way. Jason L Smith of Clarity 2 Prosperity interviews Scott Huff,an Investment Advisor Representative with JK Investment Group and creator and CEO of Yourefolio, a platform that keeps the client, the advisor and the attorney all on the same page and continually updated as the estate planning progresses. They discuss various ways in which advisors can significantly grow their businesses by looking for opportunities within their existing client base.