How Financial Advisors Can Drive Traffic and Boost Conversions, Part 1

The Rainmaker Multiplier On-Demand Podcast

How Financial Advisors Can Drive Traffic and Boost Conversions, Part 1

In This Episode

Many financial advisors struggle to create content efficiently, let alone content that engages and resonates with every type of lead in their marketing funnel.

In this Coffee Break with C2P, Kirsten Schlumbohm, Vice President of Annuity Sales, hosts Cary Chaitoff, Vice President of Marketing, and Chelsea Konst, Content Marketing Manager, as they discuss simple ways to transform your firm’s marketing efforts. They share valuable takeaways and best practices they learned at the 2024 Traffic and Conversion Summit in Las Vegas that you as an advisor can implement right away.

With a strong emphasis on harnessing artificial intelligence (AI) and cutting-edge digital marketing trends, this podcast offers incredible insights on marketing trends and strategies to enhance your client engagement and conversion efforts.

Key Topics Covered:

  • AI Dominance: Cary and Chelsea shed light on the significance of Artificial Intelligence in today’s digital marketing landscape. They delve into how AI not only influences content creation but also drives content consumption through personalized algorithms.
  • Content Creation: Discover practical strategies for crafting authentic and empathetic messages that resonate with your audience. Learn actionable tips for efficient content creation with AI and frameworks like the “3-in-3” method for quickly producing quality content.
  • Categorizing Leads: Cary explains the importance of categorizing leads effectively. By segmenting your leads based on qualifying questions, you can tailor your messages to match their readiness to convert.
  • Strategic Messaging: Dive into the art of strategic messaging. Cary suggests adopting an “elevator pitch” mentality to engage your audience and progress them through the marketing funnel effectively.
  • And more!

About the episode:

Gain a deeper understanding of the latest marketing trends, innovative and efficient content creation techniques, and how to effectively tailor your messaging to different lead categories. Join us to stay ahead in the dynamic landscape of digital marketing and help your financial advisory firm stand out.


How Financial Advisors Can Drive Traffic and Boost Conversions

About the guest host:

Kirsten Schlumbohm is the Vice President of Annuity Sales at C2P. She has over 15 years of industry experience, in which she has served as an insurance and annuity wholesaler, sales trainer and leader, and financial advisor. In addition to her life and health insurance licenses, she holds her Series 66 and a degree from Iowa State University.

Kirsten is committed to empowering people and helping them reach the retirement finish line. She believes in optimizing processes to build strategies out of silos and encourage tighter collaboration. When she isn’t busy helping her advisors, Kirsten can be found running trails in the great state of Oregon, watching Iowa State Football, and changing the world by rescuing one senior dog (or two) at a time with her partner Jeff.

About the guests:

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.

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.