Picture a day when your firm is profitable without your production.
When you have an advisor that you've trained, developed, and mentored, say, "thank you for changing my life."
Imagine taking a month-long dream vacation with no phone calls or emails.
Whether you're just starting out on this journey, or you're well on your way – you’ll need the right resources to help you reach your goals.
Join us Thursday, March 21st from 1:00pm-1:30pm EDT. This webinar will pave the way for your firm to scale efficiently and put your mind at ease regarding legacy and succession planning. The Advisor Career Path will help you attract, retain, and reward top talent so that you bring on the best people and adequately invest in them for the future of your firm.
Attend this half-hour webinar to learn how to:
- Access the benefits of the Advisor Career Path
- Develop talent at all five rungs of the Career Path Ladder
- Utilize the individual talents of employees
- Categorize your clients and team
- Take time off without fear or stress
Discover a worry-free way to ensure the legacy of your firm – register today!
Jason L Smith, CEP®, BPC
Founder | CEO
C2P
ABOUT JASON L SMITH
Jason L Smith, CEP®, BPC is a nationally acclaimed speaker, financial planner, best-selling author, coach, and entrepreneur. He is the Founder and CEO of C2P, as well as JL Smith, his own holistically run financial services practice.
At JL Smith, Jason built a self-sustaining model where his practice can run with or without him. Last year, they brought in over $90M of new assets – with Jason having to work less than one day per week! His passion is sharing this business model with other advisors to help them grow; walking them through The Rainmaker Multiplier Model & Process. He recently authored a book on the development of this process which will be launching in late 2023.
Jason is the author of the best-selling book, The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement, which was recently named by US News as one of the Top 10 Retirement Planning Books; the only one based on a financial planning process. He also wrote Clarity 2 Prosperity: An Advisor’s Guide to Charging Planning Fees for Holistic Planning, and co-authored The Hiring Advantage. Jason’s Bucket Plan philosophy inspired a children’s book designed to teach kids responsible spending, saving, and earning principles, Days Can Be Sunny for Bunnies and Money.
Jason joined his father’s insurance agency in 1995 before starting his own financial services practice. With a goal of improving the lives of American families through holistic financial planning, he utilizes his own accomplishments as an advisor to teach others how to achieve success. Jason regularly trains advisors through live events, webinars, podcasts, and coaching calls. He uses his own practice to develop proven processes and test market concepts. His office is available for select advisors to observe him and his team for training purposes.
Jason is a regular speaker at industry events; in 2015 he was recognized as one of Investment News’ 40 Under 40, and named to Crain’s Notable Wealth Managers list. He is often cited in industry and national media and he’s been featured on television discussing the importance of providing holistic financial services.
He is also Founder and CEO of Prosperity Capital Advisors, a planning-first RIA, which was recognized by USA Today as one of the Best Financial Advisory Firms in 2023, based on the growth of assets under management and recommendations from clients and peers.
Jason and his wife, Holly, have a daughter, Jordan, and two sets of twins: Berkeley and Wyatt, and Lincoln and Lennon. Jason enjoys reading, grilling, yoga, strength training, and anything that gets him outdoors.