Tired of spending most of your time trying to grow your financial advisory practice?
Looking for more work-life balance, but it seems impossible if you aren’t the sole producer at your practice?
If you are a successful financial advisor looking to put your practice on autopilot, this is a must-attend seminar.
Jason L Smith, founder of JL Smith, a wealth management firm in Avon, OH, will share how he spends just 1-3 hours a week at his practice while his team is on track to bring in $90M of new client assets this year.
He’s followed proven processes that you can replicate to build out your financial advisory practice, such as:
• The Bucket Plan® Best Interest Process
• The Tax Management Journey℠
• Advisor Career Path & Compensation
So, if you're ready to flip the autopilot switch and spend more time with family, traveling, or new ventures while your team runs your very profitable practice, sign up today!
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.
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.
In addition to his role at C2P Enterprises, Jason is the Founder and CEO of C2P Enterprises’ 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.
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.
Jason and his wife, Holly, have a daughter, Jordan, and two sets of twins: Wyatt and Berkeley, and Lincoln and Lennon. Jason enjoys reading, grilling, yoga, strength training, and anything that gets him outdoors.