Cultivating Connections: Key Lead Generation Strategies For Financial Advisors

The Rainmaker Multiplier On-Demand Podcast

Cultivating Connections: Key Lead Generation Strategies For Financial Advisors

In This Episode

Lead generation is a critical component to growing your business, but it has to be used correctly to see results. Just like you don’t ask your date to marry you after your first meeting, you can’t expect new leads to become engaged clients without cultivating a relationship.

Join C2P members, Matt Seitz, Chief Marketing Officer, special guest Cary Chaitoff, Vice President of Marketing, with additional insights from Ericca Rivera, Paid Advertising Specialist & Social Media Coordinator, as they discuss the true meaning of lead generation, real-world tactics, and best practices to help you identify and cultivate potential clients successfully.

Key Topics Discussed:

  • Definition and importance of cultivating leads: Understand the true essence of lead generation and why nurturing prospects over time is crucial for success.
  • The marketing funnel stages: Explore the different phases of the marketing funnel, including Attract, Convert, Close, and Satisfy, and the activities associated with each stage.
  • Optimizing online presence: Learn how to leverage your website and LinkedIn profiles effectively, as these are often the first touchpoints for potential clients.
  • Live events and sponsorships: Discover how to utilize live events, sponsorships, and client entertainment as powerful lead generation tools.
  • Successful tactics like Facebook Instant Campaigns: Gain insights into innovative lead generation strategies, such as Facebook Instant Campaigns, that have proven successful.
  • The role of webinars and nurturing leads: Understand the importance of webinars in lead generation and the critical follow-up processes required to nurture and convert leads effectively.
  • Aligning efforts with capacity: Learn how to balance lead generation activities with your team’s capacity to ensure a seamless and positive experience for prospects.
  • Measuring branding campaign effectiveness: Explore metrics and methods to assess the success of branding campaigns, including website traffic, downloads, and newsletter subscriptions.

Whether you’re just starting to explore lead generation or seeking to enhance your existing efforts, this episode will teach you impactful strategies to attract and convert more qualified leads, ultimately driving growth for your business.


Cultivating Connections: Key Lead Generation Strategies For Financial Advisors

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.

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.

About the Guests

Cary Chaitoff is the Vice President of Marketing at C2P Enterprises. His career spans various domains, including agencies and Fortune 500 companies, where he has consistently delivered integrated programs to drive business growth. Prior to joining C2P, Cary was the Marketing Recruitment Director at Avantax, a leading wealth management company.

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.

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 a specialist in marketing programs and a skilled leader in the field of marketing communications.

Ericca Rivera is a seasoned marketing professional specializing in paid advertising and social media coordination at C2P, where she has been contributing her expertise since 2023. Before her current role at C2P, she spent four years at Charles Schwab, where she was instrumental in assisting clients and advisors, demonstrating a strong ability to understand and meet client needs effectively. With a career spanning almost 10 years in marketing, Ericca has developed a comprehensive skill set in the field.

In addition to her primary role, Ericca is a frequent guest on #C2Podcasts, where she shares her insights and professional experiences in marketing. Further extending her marketing expertise, Ericca manages the marketing activities for her husband’s real estate business, showcasing her versatility and commitment to her profession.