C2P Advisory Group, Author at C2P Enterprises

Want to Shift Your Firm’s Marketing and Sales into High Gear?

When you work with C2P, not only do you have access to top wealth management professionals and our processes to help your firm thrive, but the door also opens for you to tap into our in-house marketing agency.

Our team of financial marketing specialists start by helping you identify your target audience and develop your unique brand voice. Then, we can help supercharge your brand and drive more business with our tailored solutions, including:

Website Enhancements
Search Engine Optimization (SEO)
Social Media Management
Lead Generation Campaigns
Compelling Content Creation
And more

Experience the power of strategic marketing designed exclusively for financial advisors and customized to you. Visit The Agency’s website to learn more about accelerating your firm’s growth.

The Teamwork Movement

May 3, 2024

The Teamwork Movement

A Practice Management Solution for Financial Advisory Firms

Is your firm structured to prosper without you?

There will come a time when you need to step away from your firm, whether it’s for a well-deserved vacation, family needs, or you’re just ready to retire. To do so, you’ll need a driven and cohesive team, operational efficiency, and a set plan to take your financial advisory practice into the future.

That’s where The Teamwork Movement Practice Management Program comes in, created with this sole purpose in mind — to help advisors everywhere build a self-sustainable and lasting wealth management firm. This program and process has even received national recognition, earning C2P a finalist position in ThinkAdvisor’s LUMINARIES awards in 2023, known then as the Advisor Career Path & Compensation Program.

How A $10/Hr Intern Became A $41 Million Producer

The Teamwork Movement, developed by nationally recognized financial advisor and author, Jason L Smith, CEP®, BPC, empowers financial firms to recruit, retain, and reward top talent. Smith found that fostering self-sustaining practices and a cohesive team environment improves client experiences, increases net profitability, and helps secure a legacy in the industry.

We’ve helped countless advisors, and their firms duplicate and scale this process Smith pioneered and used to turn his $10-per-hour intern into his firm’s #1 producer for the last five years and counting.

Providing the Formula to Build YOUR Business YOUR Way

At C2P, we’ve spent years studying advisors in our companies and the best methods in the financial industry to refine and develop this scalable program that offers leaders:

A step-by-step plan for career projection.
Help crafting a payment structure that fits the needs of your firm.
A mentorship approach that works best for your business.
Assistance identifying the roles, responsibilities, standards, and expectations for each position.
Support setting goals and target dates for growth, profitability, staffing, and more
Strategies and tools to enhance your firm’s operational efficiency.

Structure for Success

Giving talented people a way to buy into your firm and become a practicing partner gives them incentive to stay and become a top producer for your firm.

Our Career Path element of the Teamwork Movement is structured as a 5-rung ladder, each rung broken down into measurable steps with a detailed scorecard, ensuring that you and your employee both know what they need to accomplish to move up the ladder and where they have ability to grow in the future.

Start by hiring an entry-level client service advisor to work at the first rung in operations, but with the intent to grow in the firm and ultimately become a financial advisor and practicing partner.

Combining the Advisor Career Path with our Advisor Compensation Model and folding in the other valuable tools and concepts from the Teamwork Movement will help you develop a more dynamic, efficient, and team-focused practice.

How Does The Teamwork Movement Benefit Your Firm?

This comprehensive program offers tools and strategies to:

• Build a Self-Sustaining Business

Develop an elite team and structure you can rely on to run the business effectively with or without you.

• Increase Net Profitability

Attract and retain talented individuals, define mentorship approaches, navigate the intricacies of practice management, and set clear goals for growth and profitability.

• Improve Your Client Experience

Enhance your service to clients by having a well-structured team that excels in their roles and provides the same level of care and expertise to every client they interact with.

• Secure Your Legacy

Identify roles, responsibilities, standards, and expectations for each position and foster a cohesive team environment, ensuring your firm’s continued success.

• Define Success

Set achievable goals for growth, profitability, staffing, and structure, all while enhancing your firm’s efficiency

Discover Your Firm’s Full Potential with Our Live Training

Ready to learn these key strategies to take your firm into the future?

Jason L Smith, Founder & CEO of JL Smith Holistic Wealth Management and C2P, and Rob LaCivita, COO at JL Smith, will personally guide you through their proven method for building successful teams. This is based on their own experiences at JL Smith and shared with other growing practices during The Teamwork Movement Live Training.

After two information-packed days, you’ll leave with a customized plan and practical steps that you can start using in your firm right away.

Learn more about this event and see if you qualify to attend for free!

The Tax Trilogy

April 2, 2024

The Tax Trilogy

A Three-Pronged Approach to Elevate your Practice

Essential Tax Skills & Strategies for Holistic Financial Advisors

Taxes can be the single greatest retirement expense. Are you providing your clients with the planning strategies they need to maximize their income and minimize their taxes?

The Tax Trilogy is a three-pronged approach we use to teach financial advisors advanced tax planning, tax management, and tax preparation strategies to help them differentiate their business and holistically advise their clients.

You’ll learn these concepts and more through The Tax Management Journey® training, which helps you attract and retain higher-net-worth clients by integrating taxes, finances, investments, and insurance into one overall plan.

Why Be a Financial Advisor Who Offers Tax Planning, Preparation, and Management?

Incorporating The Tax Trilogy’s concepts into your financial advisory is one of the most efficient ways to get in front of new prospects and grow your business. It’s mutually beneficial to your firm as much as the clients you serve.

The Tax Trilogy’s approach will help you to:

Differentiate Yourself as a Financial Advisor

While many clients would prefer their financial advisors to include strategies to mitigate taxes, not every advisor does! Stand out in a competitive market as a financial advisor offering tax planning, preparation, and management. This emphasizes your commitment to securing your client’s financial future.

Improve the Client Experience

Enhance your client’s experience by offering them the convenience and peace of mind of having all their tax and financial needs covered under one roof. Your firm will not only be known for your depth of expertise, but also as an easy choice for clients looking to save time and streamline their lives with one single financial professional.

Win More Business and Help Enhance Your Client Retention

With The Tax Management Journey®, you’ll be well-equipped to attract new clients, even those in the $1 million to $5 million demographic. By demonstrating your ability to minimize tax liabilities while maximizing income, you’re on your way to winning the trust of prospective clients and strengthening relationships with existing ones.

Charge Larger Planning Fees

CPAs don’t offer tax advice free of charge, so why should you? The additional tax management expertise you learn through The Tax Management Journey® training and support C2P provides through the Tax Trilogy is a value-add for clients you can monetize for your own firm.

Be our next success story — learn how our processes have helped advisors grow their practices and skillset

Deliver Powerful Tax Management Strategies to Clients

Expedite your growth with The Tax Management Journey® training

Understanding the Order of Money: There is an order to how clients should accumulate money and how they should take distribution upon retirement to help increase net after-tax cash flow. We leverage the tax-efficient funnels tool to help our clients visualize how to save for retirement and turn retirement assets into tax-efficient income.
Measuring Your Tax Bracket: The U.S. tax system is a dynamic pay-as-you-go system, and there are many opportunities for proactive tax management within the brackets. We utilize a tax measuring cup visual aid to educate the client on ordinary income tax brackets and capital gain tax rates and illustrate annual tax management opportunities.
Avoiding Marginal Tax Traps: There are tax traps that exist in the code. Within this concept, we share ways to articulate the importance of proactive tax management before your client takes major withdrawals from their retirement accounts or elects to receive Social Security income.
Allocating Tax-Sensitive Assets: It’s not about what you make; it’s about what you get to keep. Taxes can create a major drag on investment returns. It has never been more important to ensure you are allocating your client accounts with the right type of investments, not just diversification but also from a taxation perspective. We have tools that illustrate to the client that there are certain investments they should hold in their retirement accounts vs. their post-tax accounts vs. their tax-advantaged accounts for increased efficiency.
Gifting Strategies: Within this concept of tax management, we arm advisors with tools to help their clients maximize both charitable and intra-family gifting to minimize their income tax and their families’ future transfer tax.
Pay Now vs. Pay Later: Everyone is required to pay taxes, but the U.S. tax system allows flexibility on when you pay. You can defer income through retirement accounts, deferred asset sales, or recognize income through Roth conversions or strategically-timed asset sales. This creates incredible opportunities to amplify your value with proactive tax management of these accounts and assets.
Managing Your Dynamic Bracket: Tax management is a moving bullseye. Each year your clients’ personal circumstances change. Tax management is about evaluating the landscape of tax policy and your clients’ unique needs and strategically thinking several moves ahead to ensure you maximize their income and minimize their taxes.

This comprehensive, 2-day training program delivers a 7-step process to equip you with the confidence, tools, and strategies to assist current and potential clients with their tax planning needs. Get ready to elevate your firm to be a one-stop shop for truly comprehensive financial plans.

Developed and Taught by Industry Leaders

C2P’s President and Co-Founder, Dave Alison, CFP®, EA, BPC, helped develop the systematic, scalable approach of the Tax Management Journey® through his own expertise.

As an advisor to many wealthy families and retirees, he realized many of these clients need and expect tax advice in their financial plans to protect and maximize their wealth.

Rather than let clients and prospects choose another advisor with these capabilities, Dave along with tax scholar and instructor, Christopher Woehrle, JD, LL.M (Taxation), now teaches advisors everywhere the importance of proactive tax management and how to factor it into their financial planning model.

Discover the Value of The Tax Management Journey®

By attending The Tax Management Journey®, you’ll acquire the tools and strategies needed to expand your business lines, enhance your value proposition, and attract more clients. Discover the value of this comprehensive program and take your financial advising to the next level — visit our Tax Management Journey® training event page to learn more and see if you qualify to attend for free.

The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business

November 29, 2023

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November 3, 2017

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Privacy

October 20, 2017

Privacy Policy for C2P Enterprises

Last Updated: 7/26/2024

1. Introduction

C2P Enterprises (“we,” “us,” “our”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website, use our services, or engage with us in other ways.

2. Information We Collect

We collect various types of information in connection with the services we provide, including:

Personal Information: Name, address, email, phone number, Social Security number, financial account information, and other information that can identify you.
Transactional Information: Information about the transactions you conduct with us or through our services.
Technical Information: IP address, browser type, operating system, and other technical information from your use of our website and services.
Communication Information: Records of your communications with us, including emails, phone calls, and SMS messages.

3. How We Use Your Information

We use the information we collect for the following purposes:

To provide, maintain, and improve our services.
To process transactions and manage your accounts.
To communicate with you about your account and our services.
To comply with legal and regulatory requirements.
To detect, prevent, and address fraud and security issues.
To personalize your experience with our services.

4. Sharing Your Information

We may share your information with:

Service Providers: Third parties that perform services on our behalf, such as payment processing, data analysis, and customer service.
Legal Authorities: When required by law or to protect our rights and interests.
Business Transfers: In connection with a merger, acquisition, or sale of all or a portion of our assets.

5. SMS Communications

Purpose of SMS: By providing your mobile phone number, you consent to receive SMS messages from us regarding your business with us.
Opting Out: You can opt out of receiving SMS messages at any time by replying “STOP” to any message you receive from us. Please note that opting out of SMS messages may limit the ways we can communicate with you.
Message and Data Rates: Standard message and data rates may apply to SMS communications. Please check with your mobile carrier for details.
Privacy: No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

6. Security

We implement a variety of security measures to protect your personal information. These measures include:

Encryption: We use industry-standard encryption technologies to protect your data during transmission and storage. This ensures that your information is secure and confidential.
Firewalls: Our systems are protected by firewalls that prevent unauthorized access to our network and data.
Access Controls: Access to your personal information is restricted to authorized personnel only. We use role-based access controls to ensure that only those employees who need access to your information to perform their job duties are granted access.
Regular Security Audits: We conduct regular security audits and assessments to identify and address potential vulnerabilities in our systems. This helps us maintain a robust security posture and protect your information from threats.
Data Anonymization: Where appropriate, we anonymize or pseudonymize your data to enhance your privacy and reduce the risk of unauthorized access.
Secure Physical Environment: Our data centers and offices are protected by physical security measures, including access controls, surveillance systems, and secure storage for sensitive documents.
Employee Training: We provide regular training to our employees on data protection and privacy best practices. This ensures that our staff is aware of their responsibilities and the importance of safeguarding your information.
Incident Response Plan: We have a comprehensive incident response plan in place to address any potential data breaches or security incidents. This includes procedures for identifying, containing, and mitigating the impact of such incidents, as well as notifying affected individuals and regulatory authorities as required by law.

7. Your Rights and Choices

You have certain rights regarding your personal information, including the right to:

Access and review the information we have about you.
Request corrections to your information.
Request the deletion of your incorrect information.
Opt out of certain uses of your information, subject to compliance regulations.

To exercise any of these rights, please contact us using the information provided below.

8. Changes to This Privacy Policy

We may update this Privacy Policy in the future. When we do, we will post the updated policy on our website and update the effective date. Your continued use of our services after any changes indicates your acceptance of the updated Privacy Policy.

9. Contact Us

If you have any questions about this Privacy Policy or our privacy practices, please contact us at:

C2P Enterprises
30400 Detroit Road Suite 201
Westlake, OH 44145
(888) 240-1923

By using our services, you acknowledge that you have read and understood this Privacy Policy and agree to the collection, use, and disclosure of your information as described herein.

Jason L Smith, CEP®, BPC

October 12, 2017

Jason L Smith

Jason L Smith, CEP^®, BPC

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 is 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. Last year, they brought in over $90M of new assets – with Jason having to work less than one day per week! His passion is sharing this business model with other advisors to help them grow; walking them through The Rainmaker Multiplier Model & Process. He recently authored a book on the development of this process which will be launching in late spring of 2024.

Jason is the author of the best-selling book, The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement, which was recently named by U.S. News & World Report as one of the Top 10 Retirement Planning Books; the only one based on a financial planning process. 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.

Jason joined his father’s insurance agency in 1995 before starting his own financial services practice. With a goal of improving the lives of American families through holistic financial planning, he utilizes his own accomplishments as an advisor to teach others how to achieve success. 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 he was recognized as one of Investment News’ 40 Under 40, and named to Crain’s Notable Wealth Managers list. He is often cited in industry and national media and he’s been featured on television discussing the importance of providing holistic financial services.

He is also Founder and CEO of Prosperity Capital Advisors, a planning-first RIA, which was recognized by USA Today 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. Jason enjoys reading, grilling, yoga, strength training, and anything that gets him outdoors.

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