About the Episode:
What do your highest-performing peers understand about lead response that other advisors are still working out? In many cases, the answer comes down to knowing where your sales funnel begins.
Matt Seitz, Chief Marketing Officer and Andrei Henson, Advisor Growth Specialist at Prosperity Capital Advisors and C2P, open this conversation by challenging one of the most common assumptions in advisor business development: that the funnel starts when a qualified prospect is ready to talk. Reframing that starting point changes everything about how you approach follow-up.
Key Topics Discussed:
About the Host:
Matt Seitz is a Partner and the Chief Marketing Officer at Prosperity Capital Advisors and 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 and 2026, Financial Narrative 50 recognized Matt as one of the top 50 financial services marketing and communications professionals. WealthManagement.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, 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 Guest:
Andrei Henson is the Advisor Growth Specialist at Prosperity Capital Advisors and 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.