Jason L Smith, CEP®, CLTC
CEO | Founder
Jason L Smith is a nationally acclaimed speaker, financial planner, best-selling author, coach, and entrepreneur. He is CEO and founder of C2P Enterprises, as well as his own holistically run financial services practice, The JL Smith Group.
Jason entered the financial services industry in 1995, when he joined his father’s insurance agency before starting his own financial services practice. With the overriding goal of improving the lives of American families through holistic financial planning, Jason utilizes his own accomplishments as an advisor to teach others how to achieve success. He regularly trains advisors through live events, webinars, podcasts, coaching calls and study groups. He uses his own practice to develop proven processes and test market concepts, and he makes his office available to select advisors to observe him and his team for training purposes.
Jason is the author of the best-selling book, The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement. He is also the author of Clarity 2 Prosperity: An Advisor’s Guide to Charging Planning Fees for Holistic Planning, and co-author of the book The Hiring Advantage.
Jason is widely sought as a speaker at industry events, and, in 2015, he was recognized as one of InvestmentNews’ 40 Under 40. He is regularly cited in industry and national media and has been featured on television to discuss the importance of providing fully holistic services for the benefit of all clients.