Strategies of Top-Performing Financial Advisors

Coming to you from the 2023 Mastermind Collegium in Cleveland, Jason L Smith, Founder & CEO of C2P, talks with the top four advisors on the C2P leaderboard in this panel. John Del Greco, founder of Del Greco Tax & Insurance Group; Dave Alison, CFP®, EA, BPC, President and Co-Founder of C2P; Jeannette Bajalia, Founder of Petros Financial Group & A Woman’s Worth; and Bryan Bibbo, AIF, NSSA, BPC, Partner at JL Smith; share the personal and professional strategies helping them close more business.