Who handles lead generation? Who's responsible for client onboarding? Many advisors struggle with overlapping responsibilities and unclear ownership as their firms continue to grow. Join Matt Seitz, Chief Marketing Officer at C2P, as he talks with C2P founder Jason L Smith, about creating accountability charts — crystal-clear team structures that eliminate confusion and boost productivity. Jason shares his 30-year journey developing a system that prevents responsibilities from falling through the cracks and ensures everyone knows exactly what they own. Learn practical strategies for clearly defining team roles, creating a structure that grows with your practice, and implementing a proven business system that drives 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
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