Are you struggling to convert leads into clients for your financial advisory firm? Discover how to make the most of your marketing dollars by implementing effective lead nurturing strategies. Join Kalem Mackey, Executive Vice President at C2P, as he sits down with Andrei Henson, Advisor Growth Specialist, and Desiree Sgro, Business Development Associate at C2P.
Andrei and Desiree share their experiences and insights on creating successful lead nurturing campaigns, from initial contact to long-term relationship building. Learn how this approach has helped C2P advisors develop strong client bases and grow their practices.
Key Topics Discussed:
Whether you’re looking to grow your client base or provide more value to your prospects, listen in for practical advice on creating and leveraging mutually beneficial lead nurturing strategies at your firm.
About the Host:
Kalem Mackey, CFP®, BPC is an accomplished financial services executive with over 20 years of industry experience. As Executive Vice President and Partner at C2P, as well as founder of Superior Financial Planning, he is dedicated to helping American families achieve their financial aspirations. Mackey’s expertise spans sales management, insurance wholesaling, and financial advising. He is a strategic leader and a sought-after industry speaker, sharing his knowledge in retirement income planning and tax management. Prior to C2P, Mackey earned his bachelor’s degree from UC San Diego and founded his own financial planning firm.
Mackey’s career is marked by a strong commitment to client success. He works closely with advisors and insurance distribution partners to deliver exceptional experiences and tailored insurance solutions. As a Bucket Plan® Best Interest Process Trainer, he provides coaching and support to help advisors offer comprehensive financial planning strategies.
About the Guests:
Andrei Henson is the Advisor Growth Specialist at C2P, responsible for identifying untapped areas of growth for advisory practices. With his background in both finance and marketing, he possesses a rare ability to bridge the gap between these two critical components.
Andrei’s recommendations are designed to create a self-sustaining, scalable business that can survive with or without the principle’s production. Whether it’s optimizing lead generation efforts, uncovering untapped profitable lines of business, or simply implementing a proven process, he has a proven track record of increasing conversion rates and improving client acquisition processes for advisors across the country.
Desiree Sgro serves as the Business Development Associate at C2P. With a background in integrated marketing communications and public relations from John Carroll University, Desiree brings over eight years of diverse marketing experience to her role.
She works closely with the marketing and recruiting teams to attract new advisors to C2P, leveraging her expertise in client relationship management and lead generation. Desiree’s experience with CRM platforms and proficiency in both digital and traditional marketing tactics enables her to effectively nurture leads and optimize the recruitment funnel at C2P.
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