One of the biggest challenges we see advisors have is connecting their sales and marketing processes. And when there’s a disconnect between the two, success can suffer.

Did you know that 87% of sales and marketing leaders say that alignment of sales and marketing enables critical business growth?*

To help you grasp the importance of collaboration between sales and marketing, Matt Seitz, Chief Marketing Officer of C2P; and Kalem Mackey, EVP of Insurance Distribution at C2P; are hosting a virtual event on July 27th, 1:00-2:00 pm EDT. You’ll hear them describe a fool-proof system from beginning to end: a marketing plan that attracts quality leads and a sales process that can boost your closing ratio.

This event will teach you how to:

  • Build a comprehensive marketing-to-sales method
  • Employ The Bucket Plan® — a proven process to simplify financial planning
  • Streamline your sales strategy to convert prospects to clients with ease
  • Lay the marketing groundwork to give you leads now, soon, and later
  • Create a foundation of basic marketing concepts you can add key tools around
  • Track your results through your CRM

Matt Seitz
Chief Marketing Officer | Partner
C2P

Kalem Mackey, CFP®, BPC
EVP of Insurance Distribution | Partner
C2P

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ABOUT MATT SEITZ

Matt Seitz is the Chief Marketing Officer and a Partner at C2P. In his roles, he has streamlined the marketing-sales funnels, spearheaded the digital growth of the companies, reinforced the brand identities, and implemented content marketing strategies to drive leads into and through the sales pipelines.

Matt has over 15 years of marketing and sales experience in the professional services, finance, and accounting industries. His professional philosophy is grounded in relationship marketing – focusing on customer service and satisfaction through data-driven marketing plans with clear ROI.

Named one of Cleveland's Notable Marketing Executives in 2021 by Crain's, his primary areas of expertise are strategic planning, digital marketing, lead generation, and content marketing. Matt has also received industry recognition for content marketing, video marketing, and lead generation campaigns. He is an author and speaker on various marketing and business development topics. Most recently, Matt was named a finalist for CMO of the Year by WealthManagement.com Industry Awards, and a finalist for ThinkAdvisor’s LUMINARIES for outstanding executive leadership in their RIA/IAR Firms category.

Matt is a member of the American Marketing Association. He and his wife, Melissa, have three children: Riley, Crosby, and Mackenzie. They reside in Cleveland and are huge fans of basketball, Disney, and all Cleveland sports!

ABOUT KALEM MACKEY, CFP®, BPC

Kalem Mackey is a holistic wealth management expert committed to helping financial advisors achieve peak success and thrive in an ever-evolving industry. As a trusted Bucket Plan Best Interest Process® Trainer, he offers dynamic support via coaching and sales guidance to advisors to enhance their business and better serve their clients.

In addition to being EVP of Insurance Distribution at C2P, Kalem manages operations for Clarity Insurance Marketing providing top-tier insurance solutions for advisors that align with their best interests.

Kalem’s work is informed by his drive to help American families, as well as financial advisors, reach their goals and maintain prosperity. With over 20 years of experience in all facets of financial services and being the founder of Superior Financial Planning in Arvada, Colorado, Kalem is a dedicated professional with a mind for growth.

You can find Kalem regularly speaking at C2P events sharing his breadth of knowledge on proven processes, retirement income planning, and tax management.

*Source: LinkedIn, 2020