Clarity 2 Prosperity Training & Coaching for Financial Advisors

Financial Advisor Educational Resources by Clarity 2 Prosperity

Clarity 2 Prosperity Training & Coaching for Financial Advisors

Financial Advisor Educational Resources by Clarity 2 Prosperity

June 16-18, 2025

The 2025 Mastermind Collegium found its way to Minneapolis this June, and what a journey it turned out to be. Financial advisors from across the country gathered at Allianz Life headquarters for three days of learning, networking, and charting new courses for their practices.

With the “North Star” theme guiding the way, this year’s event brought together some incredible speakers—from the former culture guru at Zappos to an advisor who’s figured out how to run a 7-figure practice in just 25 hours a week. Event emcee Andy Buckley (aka David Wallace from The Office) kept things entertaining while drawing on his own experience as a former Merrill Lynch advisor.

Not too shabby for a few days in the Twin Cities, but here’s what stood out the most:

The 2025 Mastermind Collegium Begins

The evening began with A Woman’s Clarity® happy hour, giving the incredible women of C2P a chance to connect before the main reception.

Women C2P staff and advisors meet and greet before the conference begins (from left) Julie Manning, Founder and President of Keystone Wealth Management; Jennifer Mackert, Partner at C2P;Lisa Chenet, advisor and VP of Operations at CLP Financial Group.

Advisors, team members, and C2P leadership meet for drinks and desserts during the main welcome reception of the 2025 MMC at the Minneapolis Marriott City Center.

[Related: Big Moments from C2P’s Mastermind Collegium Event for Financial Advisors in Pittsburgh]
 

Charting Our Course: Where C2P is Headed

Co-CEO Jason L Smith began the collegium the following day by sharing some pretty impressive numbers and exciting news about how some of our top offices and our SEC-registered investment advisor (RIA), Prosperity Capital Advisors (Prosperity), are growing.

The big reveal was introducing two new leadership team members—Stan Milovancev as Co-CEO and Scott Rister as Co-President and CFO of Prosperity Capital Advisors. These men bring serious experience from firms that have been through billion-dollar transformations, and their philosophy resonated with everyone in the room.

“We want to build a firm that everyone wants to buy, and no one wants to sell. It’s people first. We love people. We’ve got to put it in our heart to build something,” Milovancev explained, summing up why they chose Prosperity over anyone else.

The leadership panel (from left): Moderator, Bryan Bibbo, President and CFO of JL Smith Holistic Wealth Management; Prosperity Capital Advisors leadership team: Jason L Smith, Co-CEO and founder; Dave Alison, Co-President and Founding Partner; Stan Milovancev, Co-CEO; and Scott Rister, Co-President and CFO.

Top 5 Roundtable: Navigating Success with Industry Leaders

The sponsor roundtable brought together some heavy hitters who really delivered value. Members of Allianz Life, Wealth.com, Dimensional Fund Advisors, and Orion Advisor Solutions shared practical strategies and solutions that advisors could actually use right away.

Guiding the Way: Lessons from a Top Advisor’s Journey

Greg Hammer, CEO and President of Hammer Financial Group, delivered one of the most personal sessions of the event, walking through his journey from struggling advisor to thriving practice owner. His emphasis on collaboration over competition captured the MMC spirit perfectly.

Greg Hammer, CEO and President of Hammer Financial Group, shares personal stories from his advisor journey in front of a packed room at Allianz Headquarters.

Culture Lessons from Zappos: Robert Richman Takes the Stage

The former Zappos Culture Strategist brought strategies he used at Zappos as well as  Google, Toyota, and Salesforce directly to our financial advisors. His systematic approach to building high-performance workplace cultures was both actionable and inspiring.

Robert Richman commands attention in Allianz Life’s state-of-the-art auditorium as he delivers his culture-building keynote presentation

Navigating Growth: A Compass for Marketing & Business Development

C2P and Prosperity Capital Advisors’ Chief Marketing Officer, Matt Seitz, and Vice President of Marketing, Cary Chaitoff, delivered some eye-opening insights about aligning marketing and business development efforts. They showed real-world examples of what’s working for successful firms and brought home their main point that, “It speeds up the sales cycle and makes things so much more efficient when you get these two working in sync with each other,” Seitz said.

Vice President of Marketing at C2P, Cary Chaitoff and Chief Marketing Officer, Matt Seitz, discuss the importance of marketing and business development alignment during their practical growth strategies session.

Their philosophy on authenticity struck a chord too: “Don’t try to be liked by everybody… if you’re trying to be all things to everybody, you’re really nothing to anybody,” Chaitoff said.

Sometimes the best advice is the simplest—be yourself and own it.

[Related: Acquiring Clients Through Authentic Marketing: 4 Step Growth Guide for Financial Advisors]
 

Investing with Purpose: Portfolios Aligned with Your North Star

Dave Alison’s deep dive into Prosperity Capital Advisors’ investment platform revealed just how comprehensive the offering has become. “When I started really looking at the investment offering maybe six, seven years ago at Prosperity, for me it was about being able to win any client in any situation,” Alison explained.

The evolution has been remarkable—from serving mass affluent retirees to accommodating business owners, high earners, and ultra-high-net-worth clients. “We’ve been able to evolve our client base from that massive affluent retiree to the business owner, the HENRYS, the ultra-high-net worth,” Alison said.

The platform now includes everything from model portfolios and custom indexing to private market investments and sophisticated tax management solutions.

An Elite Allianz Tradition

Because C2P and Prosperity Capital Advisors and all in our network are amazing at what they do, Allianz employees lined up by the hundreds and gave our attendees the red-carpet treatment. Allianz reserves this tradition for top producers and proud partners, and we considered it an honor to have their entire team give us a round of applause all the way down the stairs and through the hallway.

The Allianz team rolled out the red carpet and gave our organization and its advisors a standing ovation for their outstanding production and client support over the years.

Your Advisor Toolkit: Resources to Power the Journey

The resource session showcased the full range of support available to practices that are fully committed to the Prosperity Capital Advisors ecosystem. From marketing engines and back-office support to AI-driven technology and specialized training, the session highlighted how top-performing offices leverage everything available to scale more effectively.

Where the Real Magic Happens: Puttery Night Out

The evening at Puttery Minneapolis proved that some of the best networking happens when the formal presentations end and attendees just relax and connect.

You could see new partnerships taking shape, mentoring connections being made, and the kind of genuine conversations that drive long-term success in this business.

Advisors and team members laugh and connect over mini golf at Puttery Minneapolis, where craft cocktails, karaoke, and friendly competition created lasting memories

The Efficient Advisor: Libby Greiwe’s Systems Mastery

The final day featured Libby Greiwe, whose story continues to fascinate: building a 7-figure practice while working just 25 hours per week. Her workshop focused on onboarding processes that generate referrals, proving that the right systems can deliver both professional success and personal freedom. Libby’s hands-on approach gave attendees templates and step-by-step processes they could implement right away to get out of overwhelm and into efficiency mode.

Libby Greiwe engages attendees during her hands-on workshop, demonstrating the efficiency systems that transformed her practice.

[Related: How to Provide Exceptional Wealth Management for High-Net-Worth Individuals]

See the 2025 MMC in Action

Until We Meet Again

Minneapolis delivered exactly what a Mastermind Collegium should: great content, meaningful connections, and fresh perspectives on what’s possible. Between the sessions at Allianz Life Headquarters and the relationships built over Minnesota hospitality, attendees left with both knowledge and momentum.

The 2025 Mastermind Collegium is now in the books, but the mission continues: helping financial advisors find their direction while serving the clients who trust them with their futures.

Ready to find your North Star? [Reach out to C2P] to explore how our platform can help guide your practice toward the growth you’re looking for.

Get Guidance from C2P
 

Special thanks to our event sponsors: Allianz Life, Wealth.com, Dimensional Fund Advisors, and Orion Advisor Solutions for their continued partnership and support.

Stay Informed with Professional Industry Insights

Miss the MMC but still want to know the latest developments in retirement income planning? Subscribe to our podcasts for financial planning and advisory insights every week:

The Bucket Plan® On Demand Podcast:

Hear from industry specialists on annuity innovations, longevity planning strategies, and practical applications for comprehensive retirement income planning.

Subscribe →

The Rainmaker Multiplier On Demand Podcast:

Learn practice management strategies from advisors who have built successful enterprises around holistic planning approaches, including effective use of insurance solutions.

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Financial Professional Use Only

The information provided is for informational and training purposes only. The information was accurate as of the time the material was created. Tax laws and rulings can frequently change. Please discuss the client’s current situation with an accountant or tax advisor.

Prosperity Capital Advisors Also Recognized as One of the Largest Wealth Management Firms in Northeast Ohio by Crain’s Cleveland Business

CLEVELAND, OH – May 20, 2025 — C2P, a financial planning and advisor support organization committed to providing holistic, fiduciary-based advice, has been named one of InvestmentNews’ 2025 Best Places to Work for Financial Advisors. This national recognition honors companies across the financial services industry that go above and beyond in fostering a strong workplace culture and delivering meaningful career experiences.

The award reflects C2P’s deep commitment to its core purpose: to educate, train, grow, and support holistic financial advisors so that families can achieve true prosperity. This mission is the driving force behind every process, program, and partnership within the organization.

“Our team is honored to be included among the best in the industry,” said Jason L Smith, Founder and CEO of C2P.“ This recognition means we’ve succeeded in creating the environment we’ve worked hard to cultivate—one where collaboration, innovation, and service to others, are at the heart of everything we do.”

C2P supports financial advisors through a comprehensive ecosystem that includes hands-on training, process-driven planning tools, marketing resources, and business development coaching. A central pillar of this ecosystem is Prosperity Capital Advisors (PCA), C2P’s SEC-Registered Investment Adviser (RIA). PCA offers planning-first, fee-based solutions and turnkey asset management support to independent advisors across the country, helping them integrate holistic financial strategies into their practices.

Further reinforcing the organization’s leadership in the industry, PCA was recently recognized by Crain’s Cleveland Business as one of the Largest Wealth Management Firms in Northeast Ohio. This separate distinction highlights the reach and impact of the organization’s RIA platform and its role in helping advisors grow successful, client-centric practices.

The culture at C2P and PCA is shaped by a belief in doing business the right way—placing the client’s best interest first while creating scalable systems that allow advisors to grow sustainably and serve with confidence.

“Being named one of the best places to work is no small feat to us. It proves that investing in our people is key to creating a setting where financial professionals can thrive personally and professionally,” said Matt Seitz, Chief Marketing Officer.

About C2P

C2P is an RIA-grounded organization comprised of several platforms, each designed to simplify holistic financial planning for advisors and the clients they serve. Driven to provide products and solutions in the best interest of every client, C2P offers education, training, resources, and tools to meet a client’s unique financial situation, along with access to an array of investment and insurance vehicles to help advisors accomplish their goals. C2P is committed to upholding fiduciary best practices and raising industry standards by offering a higher quality of financial planning services to families worldwide. For more information, visit www.C2PEnterprises.com.

About Prosperity Capital Advisors

Prosperity Capital Advisors (PCA) is a planning-first, SEC-registered investment adviser (RIA) dedicated to simplifying complex challenges for investors nationwide. Their offerings are centered around the five pillars of holistic wealth management—financial planning, asset management, tax management, protection planning, and legacy planning. PCA is committed to strategically aligning each pillar into one comprehensive, well-coordinated plan. Backed by a team of skilled professionals, including CERTIFIED FINANCIAL PLANNER™ professionals, as well as tax and insurance specialists, PCA offers personalized support and expertise through affiliated fiduciary advisors. For more information, visit www.Prosperitycapitaladvisors.com.

Methodology

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted, no fee was paid for consideration of any ranking or award.

To find and recognize the Best Places to Work, InvestmentNews invited organizations to participate by filling out an employer form, which asked companies to explain their various offerings and practices. Next, employees from nominated companies were asked to fill out an anonymous form evaluating their workplace on several metrics, including benefits, compensation, culture, employee development, and commitment to diversity and inclusion.

To be considered, each organization had to reach a minimum number of employee responses based on its overall size. Organizations that achieved an 80 percent or greater average satisfaction rating from employees were named Best Places to Work of 2025.

To be considered for Crain’s Cleveland’s annual list of the largest wealth management firms in Northeast Ohio, firms were compared using firms’ year-end assets under management (AUM) based on data provided in applications completed by the practices.

Comprehensive Practice Guide & Exclusive Toolkit for Financial Advisors Teaches How to Duplicate & Scale Business with Proven Process hit #1 New Release in Wealth Management on Amazon

Cleveland – April 22, 2025 –The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business, by Jason L Smith CEP®, BPC, a nationally recognized speaker, financial planner, author, coach, and entrepreneur, is now available for sale and was named the number one new release in the Wealth Management category on Amazon (as of April 17, 2025).

The Rainmaker Multiplier has already become an Amazon best seller in several categories—Financial Services Industry, Wealth Management, Strategy & Competition, and Business Planning & Forecasting (Books) as well as Financial Services and Business Development & Entrepreneurship (Kindle). The book was also recognized as a “Hot New Release” on its launch day for Corporate Finance, Wealth Management, Financial Services Industry (Books) and Financial Services (Kindle) among other categories.

“I am proud to have written a book that helps simplify business growth and succession planning for the financial advisors who work so hard for American families to achieve a financially secure retirement, because those advisors deserve to feel secure too,” said Smith.

Published by Greenleaf Book Group, The Rainmaker Multiplier tells the story of how Smith built his own financial advisory practice, JL Smith Holistic Wealth Management, from the ground up. The process outlined in the book is the same process that Smith used to turn a $10-per-hour intern into his firm’s top producer for the last five years, and afforded him freedom to focus exclusively on his role as a business owner. Using this template, Smith teaches advisors how they too can create a scalable, self-sustaining business built to outlast them.

“There will come a time when advisors need to step away from their firms, whether it’s for a well-deserved vacation or for retirement,” Smith said. “Too many advisors don’t have in place a succession plan or a clear advisor career path for facilitating growth at their business—or a holistic planning approach and marketing strategy to stay competitive and relevant in this industry, where evolution is constant.”

With his own career path and plan in place, Smith was able to step back from JL Smith to also grow C2P into a thriving company that helps educate, train, grow, and support holistic financial advisors so that families can achieve true prosperity. Smith also was able to focus on helping make Prosperity Capital Advisors, his planning-first RIA one of the 50 Fastest Growing RIAs in the country, as named by Financial Advisor Magazine in 2024.*

The Rainmaker Multiplier is the latest release from Smith outlining proven processes for better wealth management businesses. He previously authored The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement in 2017 and updated the print edition and audiobook in 2023. The revised print edition and audiobook of “The Bucket Plan” offer strategies for strategically positioning assets to help mitigate the impact of unexpected financial risks and dangers in retirement. The first-edition print version was named to a U.S. News and World Report list of “The Best Retirement Planning Books for 2023” as well as one of “The 15 Best Books for Retirement Planning” by Entrepreneur.com.*  

Along with the book is a companion toolkit that purchasers get which provides access to.

Click here to order The Rainmaker Multiplier on Amazon.

About the Book

Memoir of an advisor, blueprint for success, The Rainmaker Multiplier is the story of how Jason L Smith built his holistic wealth management business from the ground up and how financial advisors with high-growth aspirations can do the same: create thriving, self-sustaining businesses and increase their net profitability.

The Rainmaker Multiplier Proven Process and Platform is built on four quadrants: holistic financial planning, marketing strategy, profitable business lines, and practice management. Using this platform, Smith reveals how you can achieve long-term freedom and success by creating a scalable, self-sustaining business built to outlast you. Packed with resources and tools to help you actively engage in the process and implement these strategies in your own practice, The Rainmaker Multiplier will turn great financial advisors into even greater business owners. To learn more, please visit https://c2penterprises.com/rmmbook/.

About the Author

Jason L Smith is a nationally recognized speaker, financial planner, best-selling author, coach, and entrepreneur. As a second-generation advisor, he founded his own advisory firm, JL Smith Holistic Wealth Management, in 1995 to provide clients with coordinated financial planning, tax management, asset management, protection planning, and legacy planning in one comprehensive plan. With the overarching goal of improving the lives of American families through holistic financial planning, Jason founded and serves as the CEO of Clarity 2 Prosperity and C2P, financial training, coaching, and IP development organizations that support financial advisors, as well as Prosperity Capital Advisors, a nationally recognized RIA. Jason’s Bucket Plan philosophy inspired a best-selling book and audiobook, and a process that financial advisors across the U.S. use with their clients. In 2015, Jason was recognized as one of InvestmentNews’ 40 Under 40, and has been named to Crain’s Notable Wealth Managers list. He has also been a speaker at Ed Slott Master Elite conferences, MDRT, the SHIFT conference, and other industry gatherings in addition to being cited in industry media discussing the importance of holistic financial services and advisor succession planning.

About C2P

C2P is an RIA-grounded organization comprised of several platforms, each designed to simplify holistic financial planning for advisors and the clients they serve. Driven to provide products and solutions in the best interest of every client, C2P offers education, training, resources, and tools to meet a client’s unique financial situation, along with access to an array of investment and insurance vehicles to help advisors accomplish their goals. C2P is committed to upholding fiduciary best practices and raising industry standards by offering a higher quality of financial planning services to families worldwide. For more information, visit www.C2PEnterprises.com.

*Award and Accolade Disclosures

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted, no fee was paid for consideration of any ranking or award.

FA‘s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA‘s RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA‘s survey by our deadline. We do our best to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $1 billion in assets under management as of December 31, 2023, to be included in the print edition of Financial Advisor magazine’s 2024 RIA survey. Firms with under $1 billion will be included in FA‘s expanded 2024 online RIA survey.

Media Contact:

Sarah Tremallo

C2P@jconnelly.com