Books
Check out the best-selling books behind our most foundational processes, built inside real advisory practices and designed to move your firm forward.
The Bucket Plan® Protecting and Growing Your Assets for a Worry-Free Retirement
By Jason L Smith
Built around a three-bucket philosophy of strategically positioning assets, The Bucket Plan® gives advisors a proven, repeatable process for helping clients plan for and mitigate the risks that can derail retirement. Updated to reflect the latest planning tools and SECURE Act 2.0 changes.
The Rainmaker Multiplier How to Create a Self-Sustaining, Scalable Financial Planning Business
By Jason L Smith
A comprehensive practice guide and exclusive toolkit for financial advisors ready to build a business that runs without them. Jason L Smith shares the same process he used to transform his own firm and that turned a $10-per-hour intern into his firm’s top producer for five consecutive years.
“Jason has a knack for explaining his success principles in a way that other advisors can run with them. ‘The Rainmaker Multiplier’ will become a reference book to any advisor wishing for sustained success.” — Bill Cates, President, Referral Coach International
