The Teamwork Movement Live Training

The Teamwork Movement Live Training

Discover Your Firm’s Full Potential with Our Live Training

Build out an elite team of financial advisors that you can rely on to run your business with or without you

Upcoming Training

March 25-26, 2025
Cleveland, OH

Are you the sole rainmaker of your practice looking to build a self-sustaining business? Struggling with how to identify, onboard, and train new and future advisors?

Transform your practice with a team-centric approach and structure you can rely on to run your business with or without you.

C2P offers the comprehensive tools and strategies you need to foster a cohesive team environment, enhance your firm’s operational efficiency, and drive sustainable growth.

Whether you’re looking to identify, onboard, and train new advisors, or refine the roles and responsibilities within your team, the Teamwork Movement Training provides 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