More prospects are doing their research before seeking advice from a financial advisor. Establishing yourself as a thought leader can make all the difference in who they trust and choose when they need financial guidance.
Discover how to create and establish your own brand of thought leadership in this episode hosted by Matt Seitz, Chief Marketing Officer at C2P, featuring Jeannette Bajalia, a senior wealth manager at JL Smith, speaker, author, and founder of Woman’s Worth LLC.
Having successfully carved out her niche in the industry, Jeannette shares her journey from corporate executive to financial advisor and reveals the strategies she used to create a powerful personal brand focused on serving women.
Key Topics Discussed:
Whether you’re a seasoned advisor looking to refresh your brand or a newcomer seeking to make your mark, this episode offers valuable insights on creating a distinctive presence that attracts and retains clients.
Resources:
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:
Jeannette Bajalia is a renowned financial advisor, author, and advocate for women’s financial empowerment. After a distinguished 38-year career as a corporate executive in the insurance industry, Jeannette found herself frustrated by the lack of financial advisors who truly understood her retirement goals. This experience inspired her to embark on a second career dedicated to helping women address their unique financial challenges. Today, Jeannette leads Petros Financial Group, a Florida-based holistic wealth management and tax planning firm that is part of JL Smith, and is the founder of Woman’s Worth®, a national brand initiative focused on women’s financial education.
A sought-after speaker, educator, and coach, Jeannette has been featured in prominent publications such as The Wall Street Journal, CNBC, Reuters, and Forbes. She is the author of four books on financial planning and purposeful living, including Wi$e Up, Women! and Retirement Done Right. Recognized as an Ed Slott Master Elite Advisor and a Woman of Influence by the Jacksonville Business Journal, Jeannette continues to make significant contributions to the financial industry and women’s empowerment.
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