Why do most advisors hate prospecting?

Cold calling and asking for referrals can be uncomfortable… but they aren't your only options!

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Most advisors understand the importance of keeping their sales funnel full. However, with all the advice available online and with the pandemic environment necessitating new strategies, they aren’t always sure how to do that. Furthermore, prospecting can feel “salesy,” and a lot of advisors just don’t like doing it.

In fact, in a recent survey, prospecting was identified as the #1 challenge among current C2P Enterprises' advisors. Prospecting can be painful for a lot of reasons, but it doesn’t have to be. Advisors just need the right mindset and a new perspective on the value of prospecting. In fact, channeling pain points can be the first step in gaining the courage to prospect!

Join Executive VP of Marketing at C2P Enterprises, Matt Seitz, on Wednesday, February 10th from 1-2pm EST as he discusses the value of acknowledging your prospects pain points, educating them about their options and communicating your value proposition as the person who can help provide a solution.

In this seminar, you will learn:


  • The #1 way to lose a prospect
  • 10 prospecting strategies to drive leads into your funnel
  • Actionable ideas that you can implement right away
  • Why and how to automate your prospecting process
  • The importance of a multi-faceted marketing approach


Matt Seitz
Executive VP, Marketing
C2P Enterprises


Matt Seitz is the Executive VP, Marketing at C2P Enterprises and oversees marketing for The JL Smith Group, an independent retirement planning and wealth management firm. In his role, Matt has spearheaded the digital growth of the company, reinforcing the brand and implementing content marketing strategies to drive leads into the sales funnel. Most recently Matt led the rebranding of Clarity Insurance Marketing.

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

His primary areas of expertise are in strategic planning, digital marketing, lead generation and content marketing; receiving industry recognition for content marketing, video marketing, and lead generation campaigns. He is an author and frequent speaker on a variety of marketing and business-development related topics. Matt is a member of the American Marketing Association and Greater Cleveland Sports Commission Associate Board.

Matt earned his Bachelor of Arts in Business Administration, with degrees in marketing, management and human resources from Baldwin Wallace College. In College, he was a member of the men’s tennis team and president of the Dayton C Miller Honors Society; as well as an All-American Scholar Athlete. Matt and his wife, Melissa, have three children, Riley, Crosby and Mackenzie. Matt lives with his family in Cleveland and they are huge fans of basketball, Disney and all Cleveland sports!