Marketing Shifts That Matter: INBOUND Insights for Advisors Part 2

The Rainmaker Multiplier On-Demand Podcast

Marketing Shifts That Matter: INBOUND Insights for Advisors Part 2

In This Episode

AI search is changing how prospects find financial advisors online. Your online reviews now directly impact your visibility in search results and if you’re only showing up on one platform, you’re missing prospects who spend their time elsewhere.

Join host Matt Seitz, Chief Marketing Officer at C2P, as he continues his conversation with C2P team members, Mila Bennet, Content Writer, and Owen Brodhead, Digital Marketing Manager, about the most actionable insights from INBOUND 2025— HubSpot’s Marketing and Sales conference.

Key Topics Discussed:

  • Structuring Content for AI Search: How to organize your website so AI search engines understand what you offer and who you serve
  • Why Reviews Matter More Now: How your Google and Facebook reviews directly affect whether prospects find you online
  • Writing Emails That Get Opened: Why shorter emails with simpler subject lines now perform better than detailed messages
  • Making Your Homepage Work Harder: Ensuring prospects find the right firm when multiple advisors share similar names
  • Showing Up Where Prospects Are: Adding YouTube, LinkedIn, and other platforms without stretching your resources too thin
  • Starting with Short Videos: Building your video presence with quick clips before committing to longer content
  • Sharing Expertise Without Selling: Creating helpful content that builds trust instead of making people feel pitched
  • Standing Out from the Crowd: Going deeper than demographics to attract clients who truly fit your practice
  • Keeping the Human Touch: Using AI tools effectively while maintaining the personal connection that makes advisory relationships work

Resources:

C2P Advisors only:

Statistics:

Marketing Shifts That Matter: INBOUND Insights for Advisors Part 1

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. In 2025, Financial Narrative 50 recognized Matt as one of the top 50 financial services marketing and communications professionalsWealthManagement.com also deemed him a finalist for CMO of the Year in 2023 for its industry awards. Furthermore, he was a finalist for ThinkAdvisor’s LUMINARIES  for outstanding executive leadership.

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.

Follow Matt on LinkedIn

 About the Guests:

Mila Bennet is an experienced content writer at C2P who specializes in developing marketing materials that inform, engage, and convert. Drawing on over a decade of experience across numerous industries, she builds campaigns, ads, and creative strategies that strengthen advisor visibility and engagement. At C2P and the Agency, she works closely with clients to translate complex ideas into meaningful content that highlights their unique value and delivers results across every platform.

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Owen Brodhead serves as a Digital Marketing Manager at C2P, where he helps advisors and their firms connect with their ideal audiences through strategic, result-driven marketing solutions. Since 2016, he has built experience across content marketing, web design, SEO, B2B and B2C sales, eCommerce, and paid digital advertising, bringing a well-rounded perspective to campaigns that integrate strategy, design, and technology. Owen likes to think about SEO as Search Essence Optimization, which focuses not only on being found online, but also how a brand is understood by both people and AI-driven search. His goal is to help brands attract the right prospects while simplifying the path to connection.

Follow Owen on LinkedIn