Lead Generation Through Video Creation: Top YouTube & Facebook Marketing Tips for Financial Advisors

The Rainmaker Multiplier On-Demand Podcast

Lead Generation Through Video Creation: Top YouTube & Facebook Marketing Tips for Financial Advisors

In This Episode

Discover how leveraging YouTube and Facebook can transform your marketing efforts and help you connect with your target audience more effectively. Join host Matt Seitz, Chief Marketing Officer at C2P as he sits down with Cary Chaitoff, Vice President of marketing and head of C2P’s marketing agency, and Ericca Rivera, paid advertising specialist and social media coordinator at C2P, to explore the immense potential of video marketing for financial advisors.

Cary Chaitoff and Ericca Rivera share their expertise on creating compelling video content and implementing effective targeting strategies. Learn how to harness these platforms to enhance your online presence and lead generation.

Key Topics Discussed:

  • Video Marketing Importance: Why video content is crucial for financial advisors in today’s digital landscape.
  • YouTube Best Practices: Tips for creating engaging thumbnails, optimizing descriptions, and leveraging keywords for better visibility.
  • Facebook Video Strategies: How to create and utilize video content effectively on Facebook for maximum engagement.
  • Targeting Strategies: Understanding your ideal client and using platform-specific tools to reach your target audience.
  • Retargeting Techniques: Leveraging retargeting to nurture leads and improve conversion rates.
  • Cross-Platform Synergy: Maximizing your video content’s reach by sharing across multiple social media platforms.
  • Organic vs. Paid Strategies: Balancing organic content creation with paid advertising for optimal results.
  • Overcoming Video Marketing Hesitation: Addressing common fears and misconceptions about creating video content.

Whether you’re new to video marketing or looking to refine your current strategies, tune in for valuable insights on how to effectively integrate video content into your marketing mix for powerful results.

Resources:

Statistics:

Lead Generation with Video Creation: Top YouTube & Facebook Marketing Tips for Financial Advisors

About the Host:

Matt Seitzis 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.