How Financial Advisors Can Drive Traffic and Boost Conversions, Part 2

The Rainmaker Multiplier On-Demand Podcast

How Financial Advisors Can Drive Traffic and Boost Conversions, Part 2

In This Episode

If you’re wondering how you can leverage the latest in digital marketing to drive your financial practice forward, you have to understand how and when your customers interact with your brand. In this second part of this topic’s series, Cary Chaitoff, Vice President of Marketing at C2P, alongside Chelsea Konst, Content Marketing Manager at C2P, are back to delve into some insights from the 2024 Traffic and Conversion Summit and how they are being applied today at C2P and JL Smith Holistic Wealth Management.

Focused on the evolving dynamics of digital marketing and technology, their discussion highlights key ways financial professionals can ensure their digital marketing strategies are service their client and prospect needs and enhancing engagement.

Key topics discussed include:

  • Artificial Intelligence and Algorithm Influence: Exploring how AI and algorithms are reshaping content consumption and creation, emphasizing the need for financial advisors to adopt a proactive role in content delivery and consumption to stay relevant.
  • The Customer Acquisition Engine: Distinguishing the customer journey from traditional marketing funnels, highlighting the importance of a detailed and broad understanding of how clients interact with your brand from awareness through conversion.
  • Effective Tracking Mechanisms: Underlining the significance of tracking every customer touchpoint to accurately gauge the impact and efficiency of marketing efforts.
  • The Origin of the Customer Journey: The importance of auditing your lead sources such as webinars, workshops, and client appreciation events, to create a more targeted and efficient marketing plan.
  • Importance of Continuous Improvement: Encouraging financial advisors to regularly audit and adjust their marketing strategies based on performance metrics to foster growth and scalability.

Don’t miss this opportunity to learn the critical aspects of the modern customer journey and actionable strategies to transform your firm’s marketing and impact on your client base.


How Financial Advisors Can Drive Traffic and Boost Conversions, Part 2

About the guest host:

Cary Chaitoff is a seasoned strategic marketing leader in marketing and client services. His career spans various domains, including agencies and Fortune 500 companies, where he has consistently delivered integrated programs to drive business growth. Cary is known for his successful track record in generating sales, expanding into new markets, building brand awareness, and enhancing customer loyalty. His expertise encompasses a wide range of areas, such as strategic planning, marketing strategy, creative production, local marketing, team development, budgeting, media, and lead generation.

Cary’s journey has seen him hold key positions, including Vice President of Marketing at C2P Enterprises and Marketing Recruitment Director at Avantax, a leading wealth management company. He’s been instrumental in creating and implementing effective marketing solutions that align with his organization’s visions and goals. Cary’s mission is to empower financial professionals to achieve their full potential and deliver exceptional value to their clients. With a strong commitment to strategy execution and attention to detail, he has earned a reputation as an expert in marketing programs and a skilled leader in the field of marketing communications.

About the guest:

Chelsea Konst is a multifaceted marketing professional with a passion for tailored and purposeful content messaging. She has several years of experience in the marketing realm, as well as journalism, promotional communication, and digital media production.

At C2P, Chelsea pioneers the strategy, project management, implementation, and optimization of all forms of content for C2P, Prosperity Capital Advisors, and the many financial advisor clients served by the C2P marketing agency. Whether it is written content for user engagement, promotional assets, audio, and video podcasts, and more, Chelsea is committed to ensuring the cohesive and quality nature of each piece of content.

During her time at C2P, she has helped grow the podcast program into a set process that has yielded boosted listenership, and she crafts dynamic content plans that employ all marketing mediums.