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Chat GPT for Financial Advisors, Part 1: How to Create and Streamline Social Media & Ads

The Rainmaker Multiplier On-Demand Podcast

Chat GPT for Financial Advisors, Part 1: How to Create and Streamline Social Media & Ads

In This Episode

Discover how ChatGPT and AI are transforming social media marketing and advertising for financial advisors.

Join C2P’s Matt Seitz, Chief Marketing Officer, and special guest Ericca Rivera, our paid advertising specialist and social media coordinator, as they explore the practical applications and potential of AI in the financial advisory space.

Key Points Discussed:

  • AI in Marketing: Understanding ChatGPT’s role as a powerful tool, not a replacement for human creativity
  • Getting Started: Tips for advisors new to ChatGPT, including account creation and prompt strategies
  • Overcoming Apprehension: Addressing common fears about AI and encouraging practice to build comfort
  • Compliance Considerations: Best practices for working with compliance teams when using AI tools
  • Practical Applications: How ChatGPT is used for social media content creation and paid advertising campaigns
  • Content Refinement: Techniques for improving AI-generated content and tailoring it to specific platforms
  • Customization: Leveraging ChatGPT’s ability to learn and adapt to your business needs
  • Time-Saving Strategies: Using AI to work smarter, not harder, in your marketing efforts

Listen in to gain valuable insights on integrating ChatGPT into your advisory practice, enhancing your marketing efforts, and staying ahead of the curve in the industry!

Resources:

Chat GPT for Financial Advisors, Part 2: Save Time and Generate Marketing Content with AI

Chat GPT for Financial Advisors, Part 1: How to Create and Streamline Social Media & Ads

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:

Ericca Rivera is a seasoned marketing professional specializing in paid advertising and social media coordination at C2P, where she has been contributing her expertise since 2023. Before her current role at C2P, she spent four years at Charles Schwab, where she was instrumental in assisting clients and advisors, demonstrating a strong ability to understand and meet client needs effectively. With a career spanning almost 10 years in marketing, Ericca has developed a comprehensive skill set in the field.
In addition to her primary role, Ericca is a frequent guest on #C2Podcasts, where she shares her insights and professional experiences in marketing. Further extending her marketing expertise, Ericca manages the marketing activities for her husband’s real estate business, showcasing her versatility and commitment to her profession.