Are you the sole rainmaker of your practice looking to build a self-sustaining business?
Struggling with how to identify, onboard, and train new and future advisors?
C2P Enterprises has the tools you need to build out an elite team of financial advisors you can rely on to run the business with or without you.
Expanding on the brainstorming exercises and self-assessments from our related eLearning courses, Jason L Smith, CEP®, BPC will guide you through the process he’s used to build his team at JL Smith.
Be sure to attend to learn how to:
• Attract and retain talented people
• Define the mentorship approach that works best for your business
• Identify the roles, responsibilities, work standards, and expectations for each position
• Set goals and target dates for growth, profitability, staffing, and compensation structure
You’ll walk away with a strategy you can implement at your firm right away.
TRAINER
Jason L Smith, CEP®, BPC
Founder | CEO
Clarity 2 Prosperity
"My first words and thoughts when I think of how C2P has helped me as well as my business is, 'C2P has a process for that!' I never leave a C2P training session that I do not apply at least one or more strategies to use in my own practice immediately."
"C2P offers marketing processes that not only create eager prospects, they build a business. Before working with C2P, all my marketing was very expensive - usually close to $100,000 per year. Now with the C2P processes, I actually have a strong ROI and see more qualified prospects than ever! They have helped turn my expensive marketing into a profit center."
"After leaving an Insurance based Broker Dealer for 27 years I thought the transition would have been a nightmare, Clarity 2 Prosperity has not only made the transition easy, but the support and responsiveness from the team is far more than what we could have asked for. I feel that I’m with a firm that cares about me, my team and my clients. Priceless!!!"
