The Teamwork Movement Live Training

The Teamwork Movement Live Training

Discover Your Firm’s Full Potential With Our Live Practice Management Training

Build an elite team of financial advisors who you can rely on to run your business — with or without you.

Upcoming Training

Upcoming Events

August 12-13, 2025
Cleveland, OH

Are you your practice's sole rainmaker and looking to build a self-sustaining business?

Are you struggling to identify, onboard and train new and future advisors? Transform your practice with a team-centric approach and structure. You can rely on the practice management training we offer so that your business runs smoothly, with or without you.

C2P offers the comprehensive tools and strategies you need to take crucial steps:

Whether you’re looking to nurture new advisors or refine your team’s roles and responsibilities, our trainers provide solutions. The Teamwork Movement practice management training gives you the framework.

Build your business — your way.

Our Trainers

Jason L Smith

Jason L Smith, CEP®, BPC

Founder | Chief Executive Officer
C2P

Rob LaCivita

Rob LaCivita

Chief Operating Officer
JL Smith

Matt Seitz

Matt Seitz

Chief Marketing Officer | Partner
C2P