Founder | Chief Executive Officer
Jason L. Smith, CEP®, BPC, is a father, husband, nationally acclaimed speaker, financial planner, best-selling author, coach and entrepreneur. He’s the founder and CEO of C2P, as well as JL Smith Holistic Wealth Management, his own financial services practice.
At JL Smith, Jason built a self-sustaining model where his practice can run with or without him. They brought in over $90 million of new assets last year — with Jason working less than one day per week! His passion is sharing this business model with other advisors to help them grow, teaching The Rainmaker Multiplier Model & Process. He recently authored a book on the process’s development: “The Rainmaker Multiplier: How To Create a Self-Sustaining, Scalable Financial Planning Business.”
Jason is author of the best-selling book “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement.” U.S. News & World Report recently named it one of the Top 10 Retirement Planning Books, the only financial planning process-based entry. He also wrote “Clarity 2 Prosperity: An Advisor’s Guide to Charging Planning Fees for Holistic Planning” and coauthored “The Hiring Advantage.”
In fact, Jason’s Bucket Plan philosophy inspired a children’s book designed to teach kids responsible spending, saving and earning principles! You’ll find it as “Days Can Be Sunny for Bunnies and Money.”
In 1995, Jason joined his father’s insurance agency before starting his own financial services practice. He uses his own accomplishments as an advisor to teach others how to succeed. His goal is to improve the lives of American families through holistic financial planning.
Furthermore, Jason regularly trains advisors through live events, webinars, podcasts and coaching calls. He uses his own practice to develop proven processes and test market concepts. His office is available for select advisors to observe him and his team for training purposes.
Jason is a regular speaker at industry events. In 2015, Investment News recognized him as one of its 40 Under 40, and he landed on Crain’s Notable Wealth Managers list. Experts often cite him in industry and national media. He’s even been a featured television guest, discussing the importance of providing holistic financial services.
Additionally, Jason is founder and CEO of Prosperity Capital Advisors, a planning-first RIA. USA Today recognized his RIA as one of the Best Financial Advisory Firms in 2023, based on the growth of assets under management and recommendations from clients and peers.
Jason and his wife, Holly, have a daughter, Jordan, and two sets of twins: Berkeley and Wyatt and Lincoln and Lennon. He’s frequently busy helping financial advisors like you prosper! In the meantime, he enjoys reading, grilling, yoga, strength training and anything that gets him outdoors.