Hosts Jason L Smith & Mary Sterk interview top experts and financial advisors, delivering compelling content focused on multiplying your: revenue, net profit, lines of business, capabilities, efficiencies, most valuable relationships – and rainmakers.
Streamline Your Business: Gene Roberts & the Benefits of The Entrepreneurial Operating System®
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!
The Right Fit Advisor: 3 Steps for Finding Future Rainmakers for Your Company
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!
The Evolution of the Woman's Worth® Platform
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!
Effective Communication Strategies in a Virtual Environment
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!
Delivering Successful Virtual Seminars | Interview with Joel Weldon
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!
Virtual Seminars | Interview with Eight Digit Media
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!
Awesome concept, great content
Great content and ideas on adding value to a financial practice. Really enjoy Jason’s interview style
Really? Was the sound recorded in a steel drum?
Come on, you’re really going to release a podcast with such poor quality sound? Like really bad sound!
His voice was fine, but the recording of her voice was terrible! I couldn’t listen for more than a minute before turning it off.
You lost a subscriber.