Lead Generation Systems for Financial Advisors: Build Better Follow-Up

The Rainmaker Multiplier On-Demand Podcast

Lead Generation Systems for Financial Advisors: Build Better Follow-Up

In This Episode

About the Episode:

We’ve all been there. You run a campaign, leads come in, and then… what? The follow-up process feels scattered, generic, or worse: nonexistent. Join host Matt Seitz, Chief Marketing Officer, as he interviews Owen Brodhead, Digital Marketing Manager at C2P and Prosperity Capital Advisors, to unpack what happens between the first click and the first conversation.

Owen shares insights on building intentional lead flows that match the prospect’s reason for engaging in the first place. Whether you’re running your first lead generation campaign or looking to improve conversions of your existing efforts, tune in for practical systems you can implement immediately to turn more prospects into clients.

Key Topics Discussed:

  • Clean Lead Flow Design: How to structure the path from click to conversation based on prospect intent, with simple landing pages and immediate delivery of what they requested.
  • Speed to Lead Strategy: Why responding quickly matters, how to prioritize follow-up without burning out, and using automation to reduce pressure while maintaining personal connection.
  • Branding Consistency Across Touchpoints: How prospects evaluate trust before ever speaking with you, and why alignment across ads, landing pages, emails, and follow-up messaging creates legitimacy.
  • Follow-Up Cadence by Campaign Type: Adapting your rhythm and messaging for guide campaigns, webinars, and consultation requests—each requires a different approach.
  • Storytelling Over Features: Why telling client stories in follow-up emails engages prospects more effectively than listing services and benefits, and how to weave narrative into automation.
  • AEO and Organic Visibility: How AI Engine Optimization is changing local search, why Google reviews and clear FAQ answers matter more than ever, and aligning your Google Business Profile with website content.
  • Post-Event Segmentation: The importance of conditional communication after webinars: different messaging for attendees versus no-shows and keeping leads in topic-aligned nurture sequences.
  • Fixing Fundamentals First: What to optimize before adding more campaigns or technology, from automated systems to follow-up routines to reducing friction at every step.

Resources:

Lead Generation Systems for Financial Advisors: Build Better Follow-Up

About the Host:

Matt Seitz is a Partner and the Chief Marketing Officer at C2P and Prosperity Capital Advisors, with over 15 years of experience across finance, accounting, and professional services industries. He’s known for his expertise in strategic planning, digital marketing, lead generation, and content marketing. Matt’s approach centers on relationship marketing, prioritizing customer satisfaction through data-driven marketing plans with demonstrable ROI. In 2025 and 2026, Financial Narrative 50 recognized Matt as one of the top 50 financial services marketing and communications professionalsWealthManagement.com also deemed him a finalist for CMO of the Year in 2023 for its industry awards. Furthermore, he was a finalist for ThinkAdvisor’s LUMINARIES  for outstanding executive leadership.

In his role, Matt has played a pivotal role in optimizing marketing-sales funnels, driving digital growth, strengthening brand identities, and implementing effective content marketing strategies to propel leads through sales pipelines. He’s also an accomplished author and speaker, sharing insights on diverse marketing and business development topics.

As a member of the American Marketing Association, Matt continues to be at the forefront of innovative marketing practices and strategies within the financial industry.

Follow Matt on LinkedIn

About the Guest:

Owen Brodhead serves as a Digital Marketing Manager at C2P and Prosperity Capital Advisors, 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.

Follow Owen on LinkedIn

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