What separates ambitious goals from actual achievements? Join Matt Seitz, Chief Marketing Officer at C2P, Gina Pellegrini, owner of Pellegrini Team Consulting, and Tony Engrassia, founder of Wealth Management Strategies, as they unpack the essential components of effective goal setting for financial advisory practices.
The discussion explores the critical distinction between traditional New Year’s resolutions and strategic practice goals, emphasizing the importance of starting with a three-year vision before breaking down into actionable annual targets. You’ll learn practical approaches to involving your entire team in the goal-setting process, setting up effective monthly and quarterly review systems, and addressing common obstacles that can derail progress.
Key Topics Discussed:
Whether you’re focusing on practice growth, team development, or personal achievements, this episode provides a comprehensive framework for turning your 2025 objectives into reality.
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.
About the Guests:
Gina Pellegrini, founder and CEO of Pellegrini Team Consulting, is a distinguished mentor and coach with over 40 years of experience in the financial services industry. Beginning her career as an administrative scheduling assistant in Chicago, she developed a deep understanding of practice management and team dynamics that would later shape her Minneapolis-based consulting firm. As an associate coach for Strategic Coach and a featured speaker at prestigious industry events including the Million Dollar Round Table’s Court of the Table and NAIFA conferences, she has established herself as a thought leader in leadership training and practice management.
Anthony “Tony” Engrassia, LUTCF®, NSSA®, CFF ®, is a highly accomplished financial planner and the founder of Wealth Management Strategies, Inc. With over 30 years of experience, he specializes in retirement planning, income distribution, social security, estate planning, and insurance planning. He is a life member and elite Top of the Table member of the Million Dollar Round Table (MDRT). He is also a series 65 securities license holder and licensed for life, health, and long-term care insurance. Tony is recognized for authoring books, creating the Strategic Freedom Process™ financial planning approach, and teaching educational workshops on financial topics. Tony’s expertise and client-centric approach have earned him numerous accolades. His commitment to professionalism and serving clients’ best interests make him a trusted advisor in the financial planning industry.
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