In this episode of Zephyr’s Adjusted for Risk Podcast, market strategist Ryan Nauman welcomes Jason Smith, founder and CEO of Prosperity Capital Advisors and JL Smith Holistic Wealth Management.
Jason shares insights on constructing a self-sustaining financial advisory practice, reflecting on his own journey from insurance sales to holistic wealth management. He discusses significant strategies such as the importance of documented financial planning processes, integrating tax planning, and developing a high-performance team culture. Learn how Jason overcame personal and professional challenges to build successful and autonomous businesses, and gain valuable advice for adopting a culture of excellence and growth. Don’t miss this engaging and informative conversation filled with practical tips for financial advisors aiming to enhance their practice. Tune in now!
Zephyr can help financial advisors enhance their client’s experience. Learn more here.
Learn more about Prosperity Capital Advisors here.
Learn more about JL Smith Holistic Wealth Management here.
00:00 Introduction and Welcome
01:12 Meet Jason Smith: CEO and Author
03:57 Jason’s Journey: From Sales to Holistic Wealth Management
08:00 Building a Self-Sustaining Practice
15:26 The Importance of Team and Culture
31:58 Key Components for Success
35:51 Closing Remarks and Resources
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