About the episode:
Discover the critical role of Medicare in financial planning and how to leverage it as a powerful lead generation tool for your practice.
Join guest host Matt Seitz, Chief Marketing Officer at C2P, and special guest Gary Pelfrey, Director of Business Development at JL Smith Holistic Wealth Management, for a deep dive into the complexities of Medicare and its importance in holistic financial planning.
Join us as we unravel the intricacies of Medicare plans, debunk common misconceptions, and explore strategies for educating clients effectively.
Key Points Discussed:
Learn how to position yourself as a trusted advisor in the Medicare space and use this knowledge to grow your practice and better serve your clients.
Resources:
C2P Advisors Only
Statistics:
About the Host:
Matt Seitz, is a Partner and the Chief Marketing Officer at C2P, 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. His contributions to the industry have earned him numerous accolades, including recognition as one of Cleveland’s Notable Marketing Executives in 2021 by Crain’s. Additionally, Matt has been named a finalist for CMO of the Year in 2023 by WealthManagement.com for their Industry Awards and recognized as a finalist in ThinkAdvisor’s LUMINARIES for exceptional executive leadership in the RIA/IAR Firms category.
In his role at C2P, 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:
Gary Pelfrey is the Director of Business Development and the Medicare specialist at JL Smith Tax & Wealth Planning. With an impressive track record spanning over two decades in the financial services arena, Gary brings a wealth of expertise to the table. Armed with a coveted Life and Health Insurance license, Gary’s proficiency extends to the intricate realm of Medicare, complemented by his standing as a certified public notary.
In his pivotal role, Gary often assumes the role of the initial point of contact for prospective clients, setting the stage for their financial journeys. His genuine passion lies in engaging with individuals, delving deep into their unique financial concerns and priorities, and ultimately guiding them toward a future marked by financial serenity.
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