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, Chief Marketing Officer and a Partner for C2P, hosts a 1-hour seminar on Thursday, February 9th at 1:00 pm EST.
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
ABOUT MATT SEITZ
Matt Seitz is the Chief Marketing Officer and a Partner at C2P. Matt also oversees the sales and events teams 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, financial services, 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.
Matt was recently named CMO of the Year finalist by WealthManagement.com for their 2023 Industry Awards. 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 received industry recognition for content marketing, video marketing, and lead generation campaigns. He is an author and speaker on a variety of marketing and business development topics. Matt is a member of the American Marketing Association and former chairperson of the Association for Accounting Marketing’s Growth Strategies Committee.
Matt earned his Bachelor of Arts in Business Administration degrees in marketing, management, and human resources from Baldwin Wallace University. While at BW, he was a member of the men’s tennis team, president of the Dayton C Miller Honors Society, and an All-American Scholar Athlete. 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
