C2P Enterprises' Innovations and Leadership Named 3x Finalist for ThinkAdvisor LUMINARIES Class of 2023
CLEVELAND, July 25, 2023 /PRNewswire/ -- C2P Enterprises (C2P), a collective of brands designed to simplify financial planning for advisors and the clients they serve, is pleased to announce that the company's latest training course, created by Jason L Smith, Founder and CEO, is a finalist for ThinkAdvisor's LUMINARIES Class of 2023, in addition to Dave Alison, CFP®, EA, BPC, President and Founding Partner and Matt Seitz, Chief Marketing Officer and Partner, who have also been named finalists for individual categories. Now in its third year, the LUMINARIES awards program highlights how top-performing industry participants — both firms and individuals — produce meaningful results through efforts that matter most to financial advisors.
- C2P, which has been named a finalist for the "Thought Leadership & Education" category for firms, recently launched its Advisor Career Path and Compensation Program as a critical turnkey resource for succession planning and cultivating the next generation of advisors.
- "I am incredibly proud of our entire C2P team for these well-deserved recognitions," said Smith.
- The 2023 LUMINARIES finalists list will now go before an esteemed judging panel who are tasked with selecting standout LUMINARIES within each sub-category.
- These individuals and companies will be highlighted and receive their awards as the 2023 LUMINARIES winners at a gala ceremony in November.