Jason L Smith, CEP®, BPC, is a nationally recognized financial planner, entrepreneur, thought leader, and best-selling author. He is the Founder and CEO of C2P, a processes and coaching organization for financial advisers; Prosperity Capital Advisors, a planning-first RIA named one of the 50 fastest-growing RIAs in 2024 by Financial Advisor Magazine; and JL Smith Holistic Wealth Management, his own financial services firm. At JL Smith, Jason built a self-sustaining business model that generated over $90M in new assets in 2024 year — while he worked less than one day a week.
Passionate about helping other adviseors scale with purpose, Jason created the Rainmaker Multiplier Model & Process and recently published The Rainmaker Multiplier book to guide others in building scalable, process-driven practices. He also authored the The Bucket Plan, named a top retirement planning book by U.S. News & World Report and Entrepreneur.com.
With a goal of improving the lives of American families through holistic planning, Jason utilizes his own accomplishments to teach others how to succeed. He regularly trains advisers through live events, webinars and his podcasts The Rainmaker Multiplier On-Demand and The Bucket Plan® On-Demand. Jason can also be found regularly contributing to articles, others’ podcasts and speaking at industry conferences such as MDRT Top of the Table.
