Mentorship plays a vital role in shaping successful financial advisory practices and nurturing the next generation of industry leaders. Join experienced advisors and mentors as they share candid perspectives on the power of mentor-mentee relationships and seeking advice from thought-leaders in driving professional growth, building sustainable businesses, and fostering a supportive advisor community.
Hear from host, Matt Seitz, Chief Marketing Officer at C2P, and special guests Peter Lynch, CPA®, President, Retirement Tax Specialist, and Investment Advisor Representative, and his mentee, Corey Shevlin, BPC Investment Advisor Representative, at Lynch Financial Group; and Carl Smith, founding partner and advisor ambassador of C2P, as they dive deep into the mentorship dynamic. They discuss how advisors at different career stages can leverage mentors to enhance their capabilities, make well-informed business decisions, and navigate challenges more effectively.
Key topics covered include:
Whether you’re an experienced advisor looking to secure your firm’s legacy or an emerging planner seeking guidance, this episode offers invaluable insights into fostering impactful mentor-mentee connections. Tune in to learn how to embrace mentorship as a powerful catalyst for personal and professional growth in the financial services industry.
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 Guests:
Peter Lynch is the President, Founder, and Retirement Tax Specialist at Lynch Financial Group in Red Bank, NJ. With over two decades of experience, Lynch specializes in the complex area of retirement distribution planning. His innovative “Grow-Keep-Leave” strategy involves crafting adaptable, yearly retirement plans tailored to each client’s evolving needs. Lynch is dedicated to preserving savings, maximizing income, and achieving tax efficiency so clients can enjoy a successful, stable retirement. Understanding the significant impact of taxes, he customizes advice to help clients navigate challenges and make well-informed decisions.
A proud local of Red Bank, Lynch graduated from Red Bank Catholic High School and Monmouth University, where he excelled academically and athletically as a scholarship baseball player. Beyond the office, he values family time, travel, and fishing excursions – creating a balance that allows him to be a trusted partner guiding clients toward prosperous, fulfilling futures.
Corey Shevlin is the Investment Advisor Representative leading the investment management efforts for the Lynch Financial Group based in Red Bank, NJ. Blending innovation and a personal approach, Shevlin guides the firm’s clients in attaining financial stability alongside an enriching quality of life.
A product of Red Bank himself, Shevlin developed his skills through firsthand experience rather than simply book knowledge. Beginning as a mentee under the guidance of Peter Lynch, he honed his expertise through an engaged apprenticeship, fostered by a dynamic mentor committed to investing in his long-term success. Building upon this solid foundation, he now leads the Lynch Financial Group, applying the principles instilled during his mentorship to facilitate similar growth opportunities for the next generation of advisors.
Carl Smith is a founding partner and ambassador for launching his financial services career in 1996 with CP Smith Enterprises, Carl has grown his business from a single-product insurance operation into a leading holistic financial planning firm in eastern South Carolina. His commitment to professional development is evidenced by the establishment of a premier coaching and mentoring platform within the firm, which offers one-on-one coaching and model office visits to enhance the skills of affiliated advisors.
Aside from his professional achievements, Carl is deeply committed to community service. His firm, The Smith Group, actively supports several charitable organizations and has been involved in numerous fundraising activities, including an annual event for Children’s Place, raising $18,000 this year. Carl’s dedication to both his clients and community has earned his firm repeated recognition as “Best of the Best Tax Preparers and Financial Advisors” locally, and he has been a consistent member of the Million Dollar Round Table since 1998, achieving Top of the Table status annually since 2005.
Maximizing Your Potential as a Financial Advisor with The Miracle Morning
Mastermind Lead Generation and Conversion in an Evolving Landscape, Part 2
Mastermind Lead Generation and Conversion in an Evolving Landscape, Part 1
Boosting Engagement and Referrals With Creative Client Events
Calculating the Cost Of Servicing Small Accounts And Setting Smart Minimums