Are you ready to build a self-sustaining business powered by an elite team?
Transform your practice with a team-centric approach and structure you can rely on to run your business with or without you.
C2P offers the comprehensive tools and strategies you need to foster a cohesive team environment, enhance your firm’s operational efficiency, and drive sustainable growth.
Whether you're looking to identify, onboard, and train new advisors, or refine the roles and responsibilities within your team, the Teamwork Movement Training provides the framework.
Build your business — your way.
This course is meant to help you as the owner/operator of your advisory firm:
- Customize and implement a strategy for identifying key roles, responsibilities, and expectations essential for your practice's growth.
- Navigate the intricacies of mentorship, delegation, career paths, and practice management.
- Define effective compensation models to attract, educate, and retain top talent.
- Set achievable goals for growth, profitability, staffing, and structure, all while enhancing your firm’s efficiency.
Jason L Smith and Rob LaCivita will guide you through the proven process they've utilized to nurture team dynamics at JL Smith Holistic Wealth Management and successfully shared with other growing practices.
After two jam-packed days, you’ll walk away with a customized strategy and actionable items you can implement right away to become a more dynamic, efficient, and team-focused practice.
TRAINERS
Jason L Smith, CEP®. BPC
Founder | Chief Executive Officer
C2P
Rob LaCivita
Chief Operating Officer
JL Smith
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.
Registration ends April 30
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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