Build an elite team of financial advisors who you can rely on to run your business — with or without you.
August 12-13, 2025
Cleveland, OH
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.
Jason L Smith, CEP®, BPC
Founder | Chief Executive Officer
C2P
Rob LaCivita
Chief Operating Officer
JL Smith
Matt Seitz
Chief Marketing Officer | Partner
C2P