You're spending money on marketing. Leads are coming in. But they're just sitting in your CRM, never converting into actual clients.
Sound familiar?
The problem isn't necessarily your marketing or business development and sales, it's the gap between the two. And most advisors have no idea how to bridge it.
Here's what's really happening: It takes about 12-15 touchpoints before prospects are ready to engage. But most advisors give up after 2-3 attempts.
Meanwhile, your existing clients likely have millions sitting with other advisors that you've never even asked about.
Join C2P’s Chief Marketing Officer, Matt Seitz, and Vice President of Marketing, Cary Chaitoff, as they share exactly how they helped firms like JL Smith Holistic Wealth Management solve their lead conversion problem and turn it into a systematic growth engine.
They’ll reveal:
- Why your "interested" prospects never book (and the simple tracking solution)
- How to build COI partnerships for ongoing client opportunities
- The 5-minute conversation that uncovers client assets without being pushy
- Simple referral strategies that don’t solely rely on you
- Real frameworks and processes from successful advisory practices
- And more!
Register now for the tools and processes to bridge the gap holding you back so you can level-up as a solo advisor or an ensemble practice!
Bonus for Live Attendees
Attend the full session and get the complete recording to share with your team, our updated 11 Digital Marketing Tips guide, Event Planner Checklist, and Marketing & Sales Tracker!
Matt Seitz
Chief Marketing Officer
C2P
Cary Chaitoff
Vice President of Marketing
C2P
ABOUT MATT SEITZ
Matt Seitz, is a Partner and the Chief Marketing Officer at C2P, with over 15 years of experience across finance, accounting, and professional services industries. He’s known for his expertise in strategic planning, digital marketing, lead generation, and content marketing. Matt’s approach centers on relationship marketing, prioritizing customer satisfaction through data-driven marketing plans with demonstrable ROI. In 2025, Financial Narrative 50 recognized Matt as one of the top 50 financial services marketing and communications professionals. WealthManagement.com also deemed him a finalist for CMO of the Year in 2023 for its industry awards. Furthermore, he was a finalist for ThinkAdvisor’s LUMINARIES for outstanding executive leadership.
ABOUT CARY CHAITOFF
Cary Chaitoff is the Vice President of Marketing at C2P. His career spans various domains, including agencies and Fortune 500 companies, where he has consistently delivered integrated programs to drive business growth. Prior to joining C2P, Cary was the Marketing Recruitment Director at Avantax, a leading wealth management company. Cary is known for his successful track record in generating sales, expanding into new markets, building brand awareness, and enhancing customer loyalty. His expertise encompasses a wide range of areas, such as strategic planning, marketing strategy, creative production, local marketing, team development, budgeting, media, and lead generation.