As younger generations begin their search for a financial advisor, most will rely on online search first to assess their options1,and many select the first and only advisor they speak with2.
What does this mean for the future of your firm? You can’t rely on traditional tactics you’ve used in the past to win new business. It’s critical you establish an active presence online to reach and retain this new generation of prospects.
Don’t let profitable business opportunities go to other advisors — join host Matt Seitz, Chief Marketing Officer at C2P, on Thursday, November 9th from 1:00 pm-1:30 pm EST.
Without these strategies in place, you’re missing out on:
- Fresh leads and access to a new pool of referrals
- Valuable time saving tools like AI
- A steady stream of clients
- SEO that draws eyes and prospects
- Content that engages and converts
- Social media that generate leads and engagement
Learn what digital marketing tactics every financial advisor should be incorporating into their 2024 marketing plans — plus, all attendees get a marketing plan template to kickstart their strategies BEFORE 2024!
Register today to discover the 11 digital marketing tips to drive more business and stay ahead of your competition.
Matt Seitz
Chief Marketing Officer | Partner
C2P
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.
With over 15 years of marketing and sales experience in the finance, accounting, and professional services industries, Matt has made a name for himself as an author and speaker on various marketing and business development topics. His professional philosophy is grounded in relationship marketing –focusing on customer service and satisfaction through data-driven marketing plans with clear ROI. A member of the American Marketing Association, Matt's primary areas of expertise are strategic planning, digital marketing, lead generation, and content marketing.
Throughout his career, he has achieved numerous accolades, such as being named one of Cleveland's Notable Marketing Executives in 2021 by Crain's. Matt has also received industry recognition for content marketing, video marketing, and lead generation campaigns. Most recently, Matt was named a finalist for CMO of the Year in 2023 by WealthManagement.com for their Industry Awards, in addition to being a finalist for ThinkAdvisor’s LUMINARIES for outstanding executive leadership in their RIA/IAR Firms category.
Matt 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!