Are you the sole rainmaker of your practice looking to build a self-sustaining business?
Do you find yourself struggling with how to identify, onboard, and train new and future advisors?
C2P Enterprises has the tools you need to build a self-sustaining business with an elite team of financial advisors you can rely on to run the business with or without you.
Find the formula to build YOUR business YOUR way.
This course is meant to help you as the owner/operator of your advisory firm:
- Identify the key roles, responsibilities, work standards, and expectations you need to grow your practice
- Define the compensation models to attract, educate, and retain talented people
- Build the mentorship approach that works best for your business
- Set goals and target dates for growth, profitability, staffing, and compensation structure
Jason L Smith, Rob LaCivita, and Jennifer Mackert will guide you through the proven process they've used to build their team at JL Smith and successfully shared with other growing practices.
After two jam-packed days, you’ll walk away with a customized strategy and actionable items that you can implement at your firm right away.
TRAINERS
Jason L Smith, CEP®. BPC
Founder | Chief Executive Officer
C2P
Rob LaCivita
Chief Operating Officer
JL Smith
Jennifer Mackert
Chief Operations Officer | Partner
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 Enterprises, as well as JL Smith; his own holistically run financial services practice.
In addition to his role at C2P Enterprises, Jason is the Founder and CEO of Clarity Insurance Marketing, a fiduciary-friendly insurance marketing organization (IMO); Valor Capital Management, a registered investment advisor operating as a Turnkey Asset Management Program (TAMP) and a fund strategist; Prosperity Capital Advisors, a nationally branded corporate RIA bringing valuable resources and capabilities to independent IARs; and Clarity 2 Prosperity, a financial training, coaching, and IP development organization.
Jason is the author of the best-selling book, The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement. 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.
ABOUT ROB LACIVITA
Rob is a veteran operations executive with a track record of success leading companies in the financial services and real estate industries. He holds a Finance Degree from Miami University and a Law Degree from Cleveland State University. Rob is a lifelong resident of Northeast Ohio and has made his home in Avon for over 15 years. He loves spending time with his wife Maureen, daughter Maria, and son Michael. Together they enjoy traveling and participating in sporting activities.
ABOUT JENNIFER MACKERT
Jennifer Mackert is a Partner and the Chief Operating Officer for C2P Enterprises. She is driven to manage operations to provide exceptional service to our advisors and increase company performance. She has an extensive background, including over 25 years in the industry focused on portfolio management, client service, and corporate operations. This experience is complemented by her educational background, including an MBA with a concentration in Finance.
Before joining C2P, Jennifer spent a good portion of her career at McDonald Investments and Key Private Bank. During this tenure, she worked in several departments within the operations group, served on investment committees, and managed money within the portfolio management group. Within that role, she managed portfolios totaling more than $100 million. Jennifer also worked with a regional investment consulting group, assisting high-net-worth families with managing their assets.
Registration ends November 3
Tickets are not available for purchase to the general public!
Are you not with C2P? See how you can qualify to attend this training for FREE!
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