About the Episode:
Marketing tactics get a lot of attention. What gets less attention is the infrastructure behind them: the funnel stages, the follow-up discipline, the patience required before any of it starts to compound. In this episode, host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, interviews his colleague, Cary Chaitoff, Vice President of Marketing and head of the in-house marketing agency.
They collectively dig into why advisors who are doing the right things still struggle to see results, and what’s usually missing when the numbers don’t add up. The conversation spans the full marketing arc: how recent shifts in Meta’s ad delivery have changed what creative needs to do, how different lead magnets serve different funnel stages, and why consistency is the mechanism that makes everything else work.
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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 professionals. WealthManagement.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.
About the Guest:
Cary Chaitoff is the Vice President of Marketing at Prosperity Capital Advisors (Prosperity). 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 Prosperity, 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.