Did you know that only 23% of financial advisors have a defined marketing strategy*? 

Stop spending money chasing down new leads and realize the immense value that already resides in your client database.

Matt Seitz, EVP of Marketing for C2P Enterprises and CMO of JL Smith, hosts a 1-hour seminar LIVE on Wednesday, July 13th at 1:00 pm EDT.

Learn how to develop a dynamic process that attracts prospects to your funnel, converts them with engaging content, and delights them with excellent service.

•    Spend your advertising dollars efficiently
•    Create buyer personas to reflect demographics, psychographics, geographics, etc
•    Track ROI on campaigns and digital ad spend
•    Improve your bottom line
•    Get the most out of your CRM

Matt Seitz
EVP, Marketing | C2P Enterprises
CMO | JL Smith


Matt Seitz is the EVP of Marketing at C2P Enterprises and is the Chief Marketing Officer for JL Smith, an independent retirement planning and wealth management firm. 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.

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!

*Source: https://www.broadridge.com/infographic/only-23-of-financials-advisors-have-a-defined-marketing-strategy-but-those-who-do-reap-the-reward