Build out an elite team of financial advisors that you can rely on to run your business with or without you
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.
Jason L Smith, CEP®, BPC
Founder | Chief Executive Officer
C2P
Rob LaCivita
Chief Operating Officer
JL Smith
Matt Seitz
Chief Marketing Officer | Partner
C2P