Download the Electronic Handout here.

Succession Planning: Building Your Business to Run With or Without You

After a health scare at the age of 29, Jason Smith made a commitment to turn his personal financial planning firm into a process-driven company so it could continue to operate with or without him. From comprehensively documenting every essential business function to technologically streamlining every step, Smith has turned his financial planning practice into a profitable, self-managing firm. He has developed a passion for helping other advisors do the same, and in this presentation, Smith will share his discoveries and techniques to help improve the efficiencies and net profitability of your practice while providing holistic financial advice to the clients you serve.

Creating a Process-Driven Business: Grow, Automate & Enhance your Financial Advisory Firm

In this session, Top of the Table member Jason Smith will explain why an idea for your business is much different than a process for growing your business. Discover the packaged, proven processes for effective financial practice management. From creating clear communications with your team to establishing defined organization and technology to support your company, this session will teach you the steps to align your team’s efforts toward your company vision and client service experience.

Biography

Jason L Smith is 10-year MDRT member with nine Top of the Table honors. He is also a successful coach, speaker and entrepreneur. He is the founder and CEO of Clarity 2 Prosperity Mastermind Group and Prosperity Capital Advisors, and The JL Smith Group, his own holistically run financial services practice. Smith has been in the financial services industry since starting at his father’s insurance agency in 1995. He launched The JL Smith Group and has spearheaded its evolution into a comprehensive, client-focused practice providing wealth management, retirement income, tax and legacy planning. Smith teaches others how to achieve similar success and is passionate about mentoring advisors in order to help them achieve a common goal: improving the lives of American families through comprehensive financial planning.

25651 Detroit Road Suite 210
Westlake, OH 44145

Email: info@c2padvisory.com
Phone: 888-240-1923
Website: www.c2padvisory.com