Looking to improve your operational efficiency? Nurture future advisors? In this 100th episode of our Coffee Break with C2P series, we delve into the crucial task of building a support team that not only meets your expectations now but can exceed them in the future as an advisor. Host Jason L Smith, the Founder & CEO of C2P and JL Smith Holistic Wealth Management, welcomes Rob LaCivita, Chief Operating Officer at JL Smith, and Art Snarzyk, a C2P mentor known for his expertise in hiring and onboarding. Together, they unfold a wealth of knowledge and strategies for firm owners and leaders aiming to elevate their businesses through effective staffing.
Key Topics Covered:
Don’t miss this episode if you’re looking to refine your approach to building a high-performing support staff that aligns with your business goals and enhances your firm’s success.
About the guest host:
Jason L Smith is a nationally acclaimed speaker, financial planner, best-selling author, coach, and entrepreneur dedicated to simplifying financial planning for families worldwide and supporting advisors everywhere. He is the Founder and CEO of C2P, as well as his own holistically run financial services practice, JL Smith. Jason’s passion and expertise lie in all aspects of holistic financial planning, further evidenced by being Founder and CEO of Prosperity Capital Advisors, a nationally recognized planning-first RIA. As a skilled leader in the financial services industry, Jason truly enjoys helping advisors secure and scale their businesses and better serve clients through C2P’s trusted processes and models.
About the guest:
Robert LaCivita currently serves as the Chief Operating Officer at JL Smith Holistic Wealth Management, where he plays a pivotal role in guiding the greater Cleveland, Ohio area residents through comprehensive financial planning, tax planning, retirement, and estate planning. His approach to financial planning is holistic and client-centered, focusing on increasing income, optimizing tax strategies, and ensuring the protection and growth of assets.
He emphasizes the importance of clarity, confidence, and education in financial planning, aiming to empower clients with the knowledge and tools necessary for a secure financial future. His comprehensive approach leverages the latest in technology and a network of professionals to deliver exceptional service and peace of mind to clients preparing for or navigating retirement. Robert has a Juris Doctor from Cleveland State University College of Law and a bachelor’s in Business Administration, Finance, from Miami University.
Art Snarzyk III, known as “The Turnover Terminator,” is an Employee Selection & Management Specialist, hiring coach, speaker, and trainer. He also serves as a mentor to C2P financial advisors. As the President of InnerView Advisors, Inc., Art has dedicated over a decade to helping businesses worldwide attract, screen, hire, and develop ideal, high-performing employees. His expertise spans various industries, with a special focus on contractors and professional services companies. Art’s diverse background, from leading a successful painting company to becoming a pivotal figure in employee management consulting, illustrates his dynamic approach to business and people management.
He holds certifications as a PDCA Accredited Contractor and a Certified Professional Behavioral Analyst who studied at St. Charles County Community College. Beyond his professional achievements, Art is passionate about volunteer work, notably with CHOICES Education Group, where he leads workshops to empower teens toward academic success and career aspirations.