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.
This seminar 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 seminar to learn how to:
- Access the benefits of the Advisor Career Path
- Develop talent at all 5 rungs of the career path ladder
- Utilize the individual talents of employees
- Categorize your clients and team
- Take time off without fear or stress
Jason L Smith, CEP®, BPC
Founder | CEO
C2P Enterprises
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.