Award highlights Seitz’s leadership in digital marketing, brand strategy, and content-driven growth in financial services
Cleveland, Ohio – February 19, 2025 – C2P, an RIA-grounded organization whose core purpose is to educate, train, grow, and support holistic financial advisors so families can achieve true prosperity, proudly announces that Matt Seitz, CMO and Partner, has been named to the Financial Narrative 50 (FN50) List. Now in its second year, the Financial Narrative 50 (FN50) honors the most interesting, innovative, and influential financial marketing and communications professionals shaping the industry today.
Matt’s recognition on this year’s FN50 list underscores his ability to lead with data-driven strategies and digital innovation. As CMO of both C2P and JL Smith Holistic Wealth Management, Seitz has successfully navigated the unique challenge of managing marketing and business development across two organizations.
“All of us at C2P are incredibly proud of Matt for this well-deserved recognition. His leadership and work reflect C2P’s commitment to helping advisors scale their business and, in turn, help more clients achieve financial freedom” said Jason L Smith, Founder and CEO of C2P and JL Smith, “Matt’s ability to bridge marketing and sales through data-driven strategies, alongside his leadership in content and multichannel marketing, digital presence, lead nurturing, as well as brand awareness and positioning has not only strengthened our firm but also set new industry standards.”
The FN50 list is curated by the Financial Narrative team and board, recognizing professionals who have demonstrated excellence in marketing and communications across the financial services sector. Honorees are selected based on their achievements in the past year and their ongoing contributions to the industry.
“It’s an honor to be recognized by FN50 among the top marketing professionals in financial services,” said Seitz. “This award reflects the power of data-driven storytelling, end-to-end process innovation and optimization, and multichannel marketing, all with the end goal of scaling advisors’ practices and improving their clients’ lives. These are principles and practices that drive everything we do at C2P.”
Under Matt’s leadership, JL Smith Holistic Wealth management achieved a 40% average annual growth from 2020 through 2024 in new advisory and annuity assets and expanded the firm’s geographic footprint. In addition to overseeing marketing efforts at both firms, Matt spearheaded the creation of a new in-house agency at C2P for financial advisors. Matt’s path has led to his forthcoming debut as an author of a book centered on the integration of sales and marketing in the financial industry and a deeply personal journey that taught him the power of a positive mindset — in and outside the office.
“The more advisors we can help, the more people they can help,” said Seitz. “This is at the heart of everything we do. Our goal is to take the processes and strategies that worked so well at JL Smith and bring them over to C2P to create scalable solutions for advisors. We’ve built something at C2P that focuses on the numbers, processes, and results. Knowing your numbers and having a clear strategy in place allows firms to track their progress and grow sustainably.”
About Matt Seitz
As the CMO of C2P, JL Smith Holistic Wealth Management, and Prosperity Capital Advisors, Matt Seitz oversees marketing and business development, driving growth and streamlining funnels to enhance brand identity and lead generation. A thought leader and 2023 ThinkAdvisor LUMINARIES finalist for CMO of the Year, Matt has appeared in various industry media and has his own course on the American College Knowledge Hub+. Matt’s leadership success at JL Smith laid the groundwork for building an in-house marketing agency at C2P for financial advisory firms boost their own reach. Through his rugged personal health journey, Matt has discovered the power of positive mindset which fueled his mission to help advisors maximize growth through sales and marketing, strategic planning, laughter, and more — all things that are covered in his forthcoming first book.
About C2P
C2P is an RIA-grounded organization supported by investment, insurance, and training & coaching platforms; each designed to simplify holistic financial planning for advisors and the clients they serve. Driven to provide products and solutions in the best interest of every client, C2P offers education, training, resources, and tools to meet a client’s unique financial situation, along with access to an array of investment and insurance vehicles to help advisors accomplish their goals. C2P is committed to upholding fiduciary best practices and raising industry standards by offering a higher quality of financial planning services to families worldwide. For more information, visit www.C2PEnterprises.com.
Media Contact:
Sarah Tremallo