C2P

Carl Smith

Carl Smith
Mastermind Ambassador | Founding Partner
CSmith@C2PMastermind.com

Carl Smith is mastermind ambassador and founding partner for Clarity 2 Prosperity and Prosperity Capital Advisors, as well as president of The Smith Group. Carl’s career in the financial services industry began nearly two decades ago in 1996 when he founded CP Smith Enterprises. What originally started as a business with a single insurance product has today evolved into a successful holistic financial planning firms in the eastern South Carolina region and the industry.

Carl has been instrumental in building our firm’s premier coaching and mentoring platform to enhance the practices of our affiliated advisors. In addition to one-on-one coaching, he also makes his office available for model office visits where advisors are immersed in hands-on training in a real-world environment.

The success of his personal practice has allowed Carl to become an advocate for several charitable organizations. The Smith Group participated in its 11th annual fundraiser this year for a local charity, Children’s Place, and raised $18,000. Smith and his employees are also actively involved with Habitat for Humanity, Gold Harvest Food Bank, Red Cross blood drives, School Tools and many charitable golf outings.

The Smith Group has been named “Best of the Best Tax Preparers and Financial Advisors” by the readers of his local newspaper four times. He has qualified for the Million Dollar Round Table since 1998 and Top of the Table each year since 2005.

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Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 42,000 of the world’s leading life insurance and financial services professionals from more than 470 companies in 71 countries. Qualification for MDRT: A minimum of USD $92,000 of eligible commissions paid is required. Qualification for Top of the Table: A minimum of USD $552,000 of eligible commissions paid is required.

Forum 400 is the only industry organization that brings together the top life insurance professionals from every facet of the industry – producer groups, captive agents, entrepreneurs, financial planners and more. Our member-driven community delivers cutting-edge content; facilitating an uncensored exchange of emerging trends, competitive intelligence and innovative client solutions.

Things you must know about Carl

  • President of The Smith Group
  • Repeatedly named a “Best of the Best” tax preparer and financial advisor by local news publication
  • Owns one of the highest achieving firms in the industry

Fun Facts

  • Enjoys competitive skeet, trap and sporting clays
  • Has five daughters and 12 grandchildren
  • Active in local charitable organizations

Organization

  • MDRT Top of the Table
  • Forum 400