Your website often serves as the first touchpoint when prospects research financial advisors, making that initial impression critical for conversion. Discover the key components of building an effective website that stands out from your competition in this conversation hosted by Cary Chaitoff, VP of Marketing at C2P.
Learn from guests Missy Shermer, Senior Digital Account Manager, and Owen Brodhead, Digital Marketing Manager at C2P, as they break down design fundamentals that establish trust, technical optimization strategies that help prospects find you online, and compliance considerations for showcasing your expertise.
Key Topics Discussed:
Whether you’re building a new website or optimizing your current online presence, this episode offers actionable insights for creating a digital experience that reflects your expertise and drives qualified prospect engagement.
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About the Hosts:
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.
About the Guests:
Missy Shermer, Sr. Digital Account Manager at C2P, is a seasoned digital marketing professional with over seven years of experience in the finance and nonprofit sectors. As a Certified Digital Marketing Professional from the Digital Marketing Institute, Missy expertly manages the C2P’S marketing agency’s client relationships and leads all search engine optimization efforts. Her diverse background includes managing social media accounts for B2B and B2C clients, as well as producing a podcast for a real estate investing platform.
At C2P, Missy serves as the primary liaison between financial advisors and the Agency team, ensuring that marketing needs are met, and expectations are exceeded. Her expertise in helping small businesses enhance their digital presence, combined with her deep understanding of content marketing and SEO, makes her an invaluable asset in developing and implementing effective digital strategies for financial advisors.
Owen Brodhead serves as a Digital Marketing Manager at C2P, where he helps advisors and their firms connect with their ideal audiences through strategic, result-driven marketing solutions. Since 2016, he has built experience across content marketing, web design, SEO, B2B and B2C sales, eCommerce, and paid digital advertising, bringing a well-rounded perspective to campaigns that integrate strategy, design, and technology. Owen likes to think about SEO as Search Essence Optimization, which focuses not only on being found online, but also how a brand is understood by both people and AI-driven search. His goal is to help brands attract the right prospects while simplifying the path to connection.