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
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