Dive back into the world of AI-powered marketing for financial advisors with this enlightening follow-up to our popular Chat GPT podcast.
In part two of this conversation, host Matt Seitz, Chief Marketing Officer at C2P, and Ericca Rivera, Paid Advertising Specialist & Social Media Coordinator, return to explore how Chat GPT can revolutionize your firm’s marketing efforts. They’re joined by special guests Lisa Chenet, Director of Operations and advisor with CLP Financial, and Elizabeth Tatis, Client Service Associate at FSC Wealth Advisors, who share their firsthand experiences using AI in their daily workflows.
Key Points Discussed:
Whether you’re new to AI or looking to optimize your current usage, tune in for valuable insights to start leveraging Chat GPT as a powerful marketing ally.
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:
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.
Lisa M. Chenet, CFF®, BPC is the Vice President of Operations at CLP Financial Group Inc. in Virginia. After initially working as a computer programmer at NASA, Lisa found her true calling in the financial services industry, inspired by being raised by a successful financial advisor father. With an impressive array of certifications and investment advisor licenses, Lisa brings tremendous expertise, Lisa brings a wealth of expertise to her role. Her genuine, down-to-earth style and array of certifications and investment advisor licenses helps her make complex financial matters more understandable for clients.
Passionate about financial education, Lisa established the Woman’s Division at CLP Financial in 2020 to assist women in achieving financial independence. As a trusted financial coach, she guides clients towards security through her comprehensive knowledge, empathetic nature, and dedication to their best interests.
Elizabeth Tatis serves as a dedicated Client Service Associate at FSC Wealth Advisors, LLC, where she has been an integral part of the team since early 2022. With a background in marketing and a Bachelor of Science degree from Stony Brook University, Elizabeth provides invaluable support to the firm’s financial advisors and their clients. Her role extends beyond traditional client service, as she actively develops innovative strategies to engage with both current and potential clients through digital platforms, leveraging her experience in increasing social media traffic and creating effective marketing campaigns.
Outside of her professional life, Elizabeth is a passionate traveler who has explored over 20 countries, immersing herself in diverse cultures and collecting stories from around the globe. Elizabeth’s combination of professional expertise, creativity in digital marketing, and global mindset makes her a dynamic force in the financial services industry, aligning perfectly with FSC Wealth Advisors’ commitment to client satisfaction and growth.
Chat GPT for Financial Advisors, Part 1: How to Create and Streamline Social Media & Ads
Training Up the Next Generation: Leveraging Learning Management Systems in Financial Advisory Firms
Video Marketing Tips From Top Producers: How to Engage and Grow Your Client Base
Broker-Dealer Breakups: Alanah Phillips on Transitioning to RIA Models
Coffee Break with C2P: Building a Thriving Practice Through Mentorship & Thought Leadership