The Teamwork Movement: Build a Self-Sustainable Firm

The Teamwork Movement

A Practice Management Solution for Financial Advisory Firms

Is Your Firm Structured To Prosper Without You?

A time will come when you need to step away from your firm. It might be a well-deserved vacation or family needs. Or you’re just ready to retire.

To do so, you’ll need three things to take your financial advisory practice into the future:

A driven and cohesive team
Operational efficiency
A set plan

That’s where The Teamwork Movement Practice Management Program comes in. We created it with this sole purpose in mind:

To help advisors everywhere build a self-sustainable and lasting wealth management firm.

This program and process have even received national recognition, earning C2P a finalist position in ThinkAdvisor’s 2023 LUMINARIES awards. (Back then, we called it the Advisor Career Path & Compensation Program.)

How a $10/Hour Intern Became A $41 Million Producer

Nationally recognized financial advisor and author Jason L. Smith, CEP®, BPC, developed the Teamwork Movement. It empowers financial firms to recruit, retain and reward top talent. Smith found that fostering self-sustaining practices and a cohesive team environment has serious benefits:

Improves client experiences
Increases net profitability
Helps secure a legacy in the industry

We’ve helped countless advisors and their firms duplicate and scale the process Smith pioneered. And he used it to turn his $10-per-hour intern into his firm’s No. 1 producer for the past five years and counting.

Providing the Formula To Build YOUR Business YOUR Way

At C2P, we’ve spent years studying advisors in our companies and the best methods in the financial industry. We do so to refine and develop this scalable program that offers you major advantages:

A step-by-step plan for career projection
Help crafting a payment structure that fits your firm’s needs
A mentorship approach that works best for your business
Assistance identifying the roles, responsibilities, standards and expectations for each position
Support setting goals and target dates for growth, profitability, staffing and more
Strategies and tools to enhance your firm’s operational efficiency

Structure for Success

Give talented people a way to buy into your firm and become a practicing partner. This effort gives them incentive to stay and become a top producer for your firm.

We structure our career path element of the Teamwork Movement as a five-rung ladder. Each rung breaks down into measurable steps with a detailed scorecard. As a result, you ensure both you and your employee know where you stand:

What they need to accomplish to move up the ladder
Where they can grow in the future

Start by hiring an entry-level client service advisor to work at the first rung in operations. However, they intend to grow in the firm and ultimately become a financial advisor and practicing partner.

Combine the Advisor Career Path with our Advisor Compensation Model. Fold in the other valuable tools and concepts from the Teamwork Movement. Together, they help you develop a more dynamic, efficient and team-focused practice.

How Does the Teamwork Movement Benefit Your Firm?

This comprehensive program offers tools and strategies to take actionable steps.

Build a Self-Sustaining Business

Develop an elite team and structure you can rely on to run the business effectively, with or without you.

Increase Net Profitability

Attract and retain talented people and define mentorship approaches. Next, navigate the intricacies of practice management, and set clear goals for growth and profitability.

Improve Your Client Experience

Enhance your client services by having a well-structured team who excel in their roles. They also provide the same level of care and expertise to every client they interact with.

Secure Your Legacy

Identify roles, responsibilities, standards and expectations for each position. Always foster a cohesive team environment, ensuring your firm’s continued success.

Define Success

Set achievable goals for growth, profitability, staffing and structure — all while enhancing your firm’s efficiency.

Discover Your Firm’s Full Potential With Our Live Training

Ready to learn these key strategies to take your firm into the future?

Jason L Smith, founder and CEO of JL Smith Holistic Wealth Management and C2P, and Rob LaCivita, COO at JL Smith, personally guide you through their proven method for building successful teams. They based it on their own experiences at JL Smith. Fortunately, they share it with other growing practices during The Teamwork Movement Live Training.

After two information-packed days, you’ll leave with a customized plan and practical steps. You can start taking action at your firm right away!

Discover more about the Teamwork Movement during your free 20-minute consultation.

The Teamwork Movement