Supercharge Your Firm’s Growth with Accountability Charts

As advisors, we’ve all experienced the frustration when marketing tasks fall through the cracks, client onboarding hits unexpected delays, or business development activities get neglected because everyone thought someone else was handling them.

In this episode, Matt Seitz, Chief Marketing Officer at C2P sits down with Jason L Smith to discuss how creating a clear system of responsibilities can transform team effectiveness and practice profitability. Jason explains his journey through various business systems and how he developed accountability charts and the “Responsibility Agreements” approach now powering both C2P and his firm, JL Smith Holistic Wealth Management.

Key Topics Discussed:

• Beyond Traditional Team Charts: Understanding why standard approaches to team structure fall short in financial practices and how a responsibility-focused system provides strategic clarity
• Responsibility Agreements Framework: Breaking down all business activities into distinct areas with clear ownership and measurable outcomes
• Evolving Your Structure: Adapting your team framework as your practice grows from solo advisor to enterprise
• Maintaining Responsibility with Outside Partners: Ensuring clear ownership even when working with external service providers
• The Trading Card System: Implementing a visual approach to role assignments that creates transparency and flexibility
• Breaking Growth Bottlenecks: Strategies for helping team members who struggle to delegate responsibilities effectively
• Separating Revenue Drivers: Why distinguishing between marketing, business development, and financial services functions creates exponential growth opportunities
• Implementation Steps: Practical guidance for bringing this system into your practice, starting with The Teamwork Movement Training

Whether you’re leading a small practice or managing a growing team, this episode provides both the strategic framework and tactical implementation steps to bring clarity to your team structure and help drive sustainable growth.

Resources:

• Training: The Teamwork Movement Live Training

Books:

• Traction: Get A Grip On Your Business by Gino Wickman
• The Hiring Advantage by Gina Pellegrini and Jason L Smith
• The E-Myth Revisited: Why Most Small Businesses Don’t Work and What to Do About It  by Michael E. Gerber