Is your business set up to grow without you?

Learn how to ensure success for your company, even when the unexpected happens

Click the “Register” button at the bottom of the screen to sign up.


When the unexpected happens, is your company set up to run and to grow without you? These are the questions Jason L Smith had to ask himself when he was diagnosed with a life-threatening condition that required open-heart surgery and 5 months off from running his business… and the answer was no.

This set him on a path to build a replicable process he could teach other advisors and his team to duplicate what he was doing, so, god forbid, if he died on that operating table, his business wouldn't die with him.

Today, thousands of advisors around the country use this process to help elevate their success to another level.

Join Jason on Wednesday, February 17th at 12:00 pm EST to learn more about:

  • A proven process to grow your business including processes for sales, marketing, operations and financial planning
  • How to use these processes to build a self-sustaining infrastructure  
  • How to increase net profitability
  • The importance of joining a community of like-minded, holistic advisors


Jason L Smith
CEO | Founder
C2P Enterprises


Jason L Smith is a nationally acclaimed speaker, financial planner, best-selling author, coach, and entrepreneur. He is CEO and founder of C2P Enterprises, as well as his own holistically run financial services practice, The JL Smith Group.

Jason entered the financial services industry in 1995, when he joined his father’s insurance agency before starting his own financial services practice. With the overriding goal of improving the lives of American families through holistic financial planning, Jason utilizes his own accomplishments as an advisor to teach others how to achieve success. He regularly trains advisors through live events, webinars, podcasts, coaching calls and study groups. He uses his own practice to develop proven processes and test market concepts, and he makes his office available to select advisors to observe him and his team for training purposes.

Jason is the author of the best-selling book, The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement. He is also the author of Clarity 2 Prosperity: An Advisor’s Guide to Charging Planning Fees for Holistic Planning, and co-author of the book The Hiring Advantage.

Jason is widely sought as a speaker at industry events, and, in 2015, he was recognized as one of InvestmentNews’ 40 Under 40. He is regularly cited in industry and national media and has been featured on television to discuss the importance of providing fully holistic services for the benefit of all clients.