Are you looking to up your game in the area of tax planning and management to attract more high-net-worth clients?
Need a scalable, repeatable sales process to close more business?
Looking for more work-life balance, or help developing another rainmaker?
Then you don’t want to miss this complimentary webinar for Ed Slott Elite Advisors only, where we’ll discuss how you can create the freedom – financial, relationship, and time – that you deserve.
This will be an open forum format for this exclusive group; questions and conversations are encouraged as we cover the processes that will help take your business to the next level.
Jason L Smith, Founder and CEO of C2P Enterprises, will share how he developed these processes at JL Smith, a wealth management firm in Avon, OH, and now spends less than 3 hours a week at his practice while his team is on track to bring in over $130M of new client assets this year.
Hear from Jason and fellow Ed Slott Elite Advisors who are with C2P, on the proven processes that you can replicate to build out your financial advisory practice, such as:
- The Bucket Plan® Best Interest Process
- The Tax Trilogy
- Advisor Career Path & Compensation
So, if you're ready to create a self-sustaining business, increase net profitability, and join a like-minded community of fiduciaries, join us on May 8!
Jason L Smith, CEP®, BPC
Founder | CEO
C2P Enterprises
JL Smith Wealth & Tax Planning
Greg Hammer
CEO/President
Hammer Financial Group
Marty James, CPA, PFS
President & Managing Partner
Martin James Investment & Tax Management
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. He uses his own practice to
develop proven processes and test market concepts. Jason regularly trains advisors through live events,
webinars, podcasts, and coaching calls. 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.
ABOUT GREG HAMMER
Greg Hammer began his financial services career in 1992 after graduating from Yale University with a Bachelor’s Degree in Applied Math with a focus in Economics. He began his own practice in 2004 when he founded Hammer Financial Group, Inc. He runs a holistic financial service company that provides wealth management, income planning, legacy planning, tax preparation and Medicare planning. He is an Ed Slott Master Elite Advisor and a registered investment advisor representative. He enjoys spending time with his lovely wife and two daughters. He is a big Chicago sports fan and loves the outdoors.