Thank you for your interest; please check your inbox for C2P Advisory Group’s best interest product screening criteria.
Thank you for your interest; please check your inbox for C2P Advisory Group’s best interest product screening criteria.
Last Updated: 7/26/2024
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.
We collect various types of information in connection with the services we provide, including:
We use the information we collect for the following purposes:
We may share your information with:
We implement a variety of security measures to protect your personal information. These measures include:
You have certain rights regarding your personal information, including the right to:
To exercise any of these rights, please contact us using the information provided below.
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.
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.
Chief Visionary | Executive Chairman & Founder
Jason L Smith, CEP®, BPC, is a father, husband, nationally acclaimed speaker, financial planner, best-selling author, coach and entrepreneur. He’s the chief visionary, executive chairman, and founder 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 executive chairman and founder 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.
President of Wealth Management | Founding Partner Dave Alison, CFP®, EA, BPC, is an accomplished wealth manager and entrepreneur with a passion for holistic wealth management. In 2023, InvestmentNews named Dave to its 40 Under 40 list for his accomplishments, contributions, leadership and promise. Dave was also a winner of a ThinkAdvisor LUMINARIES award in the Thought Leadership and Education category for his work at C2P. In 2024, InvestmentNews deemed him a finalist for Advisor of the Year (Regional West). Meanwhile, Wealth Management dubbed him a “Wealthies” award finalist for Thought Leader of the Year for his efforts at Prosperity Capital Advisors (PCA). And in 2025, InvestmentNews deemed him Advisor of the Year (Regional – Southeast) at the InvestmentNews Awards. As C2P’s President of Wealth Management and a Founding Partner, Dave has been responsible for helping drive the enterprise toward a collective vision. That collective vision is to simplify financial planning for 1 billion people worldwide. Dave is engaged across all aspects of the enterprise, accountable for C2P’s various platforms: He’s focused on leading the RIA platform, PCA. Concurrently, he helps PCA’s investment advisor representatives grow their businesses and support their ultra-high-net-worth clients. In addition to his role at C2P, Dave is the founder and CEO of Alison Wealth Management, an ensemble holistic wealth management firm. It has offices in Palo Alto, California; Charleston, South Carolina; and Atlanta, Georgia. He built Alison Wealth Management on all the foundational business models and processes that C2P developed. The firm serves high-net-worth and ultra-high-net-worth clients nationwide. Dave has consistently proven to offer a wealth of knowledge and skill to his clients and other advisors during his career. As a result, he’s earned recognition for his skill and dedication in the financial services industry. He’s a member of the following groups: Additionally, he has a course on the American College Knowledge Hub+. Throughout all efforts, Dave remains committed to exceptional client service and financial industry improvement. Dave and his wife, Alana, live just outside Charleston, South Carolina. They’re the proud parents of three beautiful daughters.
Dave Alison, CFP®, EA, BPC
More About Dave Alison
Chief Administrative Officer
Jennifer Mackert is the Chief Administrative Officer for C2P. She’s driven to manage operations to provide exceptional service to our advisors and increase company performance. Jennifer has an extensive background, including over 25 years in the industry. Throughout her work, she’s focused on portfolio management, client service and corporate operations.
Her educational background, including an MBA with a concentration in finance, complements her lengthy experience.
Before joining C2P, Jennifer spent a good portion of her career at McDonald Investments and Key Private Bank. During this tenure, she worked in several departments within the operations group, served on investment committees and managed money within the portfolio management group. She managed portfolios totaling more than $100 million within that role. Additionally, she worked with a regional investment consulting group to help high-net-worth family clients with managing their assets.
More recently (and before C2P’s founding), Jennifer worked with JL Smith Wealth & Tax Planning. In this stretch of her career, she helped develop several key processes available through C2P and Clarity 2 Prosperity.
Moreover, Jennifer served as an adjunct finance professor at Baldwin Wallace University and Tiffin University. There, she shared her knowledge and experience with the next generation of savvy, dedicated business leaders. She’s fully committed to fostering financial advisor growth at any age.
Jennifer enjoys spending time with her family and watching Cleveland sports in her free time. She stays involved with her community’s athletic and swim boosters, as well as multiple charitable organizations.
Learn how we can help you increase your AUM, strengthen your financial planning capabilities and implement proven growth strategies to scale your practice.
Accelerate your firm’s growth starting with a free 20-minute consultation. Speak with one of our Advisor Growth Specialists to discuss your challenges, opportunities and next steps for scaling efficiently.
Take the first step! Whether you want to expand your client base, optimize your fee structure or enhance your operational efficiency, we’re here to help. Fill out the form below, and a C2P Advisor Growth Specialist will be in touch with you shortly. You can also contact us directly via phone or email.
See how our proven financial planning processes and structured career paths have helped independent financial advisors like you grow!
At Clarity Insurance Marketing, we work with holistic advisors committed to representing their clients’ best interests. As such, almost all our affiliated advisory practices have either an RIA, IAR, or registered representative of a broker-dealer in their office to help represent insurance as part of a holistic financial planning solution.
Contracted advisors will gain access to full-service support for our broad range of insurance offerings, including:
Additionally, we have established a flexible and robust service structure through our sister companies to deliver the resources needed to grow your independent advisory practice, including:
Clarity 2 Prosperity: Delivering live and on-demand training opportunities to support the use of insurance products as part of a holistic plan. Their mission is to help advisors shift from a transactional mindset and planning process to holistic planners and service providers. As an active holistic advisor with Clarity Insurance Marketing meeting certain production requirements, you are afforded access to the 21 turnkey processes available through the training organization; all designed to help you with the marketing, practice management, and financial planning procedures of your firm.
Prosperity Capital Advisors: To complete a holistic planning experience, IARs of Prosperity Capital Advisors have access to an approved turnkey suite of materials and processes to help your clients create and grow wealth for the future. All while building a holistic plan that takes into account investments, insurance, taxes, estate planning, Social Security, and Medicare. Advisors who work with Prosperity Capital Advisors get paid by their clients for their planning time.
Contact us or call (844) 381-4115 today to learn more about contracting and upcoming training opportunities.
Rooted in a holistic financial planning philosophy, our founding partners have been adhering to a best interest planning process for more than a decade. We started Clarity Insurance Marketing to provide the training, resources, and support to advisors wanting to adhere to the same best interest standard.
From our product selection to our asset positioning philosophy, Clarity Insurance Marketing is dedicated to serving the end client’s best interest with appropriate insurance solutions as part of holistic financial planning. We work with and offer access to the most reputable insurance companies in the industry. We have vetted our carriers so you can feel confident in representing the top-quality products and most substantiated service histories available today to your clients.
When used appropriately as a part of holistic financial planning, there is no substitute that provides the same advantages of index annuities for principal protection to eliminate the sequence of returns risk in addition to tax-advantaged growth and predictable income. Clarity Insurance Marketing offers both fee-based and commission-based annuities and utilizes a proprietary, five-layer product screening process for best interest selection criteria.
At Clarity Insurance Marketing, we take a fiduciary-friendly planning approach to adhering to best interest standards. Not a cumbersome and confusing process. With a focus on client education, our products and recommendations will align with the client’s stage in The Money Cycle, as well as part of a structured plan that accounts for their immediate, short, and long-term goals.
Through access to our sister training company, Clarity 2 Prosperity, advisors working with Clarity Insurance Marketing will have access to The Bucket Plan® Best Interest Process—a tested, duplicable planning process that adheres to the most up-to-date best interest standards available and provides data gathering and planning tools that identify, analyze and present recommendations to the client with accompanying documentation to support them.
At Clarity Insurance Marketing, our leadership team personally depends upon the efficient and accurate execution of issuing policies for use within their own advisory practices. In using the same systems and service as you, developing streamlined operations, proactive support and overall efficient back-office support is a continued priority guided by your daily business demands.
Jason L Smith, CEP®, BPC
Chief Visionary | Executive Chairman & Founder
Stan Milovancev, CPA, QKA
Chief Executive Officer
Jennifer Mackert
Chief Administrative Officer
Matt Seitz
Chief Marketing Officer
Pablo Terra
Chief People Officer
Kalem Mackey, CFP®, BPC
Executive Vice President
Luke Ripienski, CFP®
Chief Compliance Officer
