Mapping your Goals for 2024

The Rainmaker Multiplier On-Demand Podcast

Mapping your Goals for 2024

In This Episode

About the episode:

Whether you’re looking to hire a new paraplanner or supercharge your lead generation efforts, setting a goal for yourself or your firm makes you 43% more likely to achieve them.*

Learn how to set realistic goals for your firm with help from Matt Seitz, Chief Marketing Officer and Partner, and Becca Voelpel, Relationship Manager and Ambassador of C2P. Together they provide goal-setting examples, tips, and strategies like the SMART framework (Specific, Measurable, Attainable, Realistic, and Time-Sensitive) to help advisors like you set their firm up for success for years to come. 

Key Points Discussed:

  • The Power of Goal Setting: Goals serve as the compass that guides your firm’s journey and defines its future. The process you use to set a goal doesn’t matter, just find a process that works for you to set them.
  • SMART Goals Framework: Make sure the goals you set are SMART (Measurable, Attainable, Realistic, and Time-Sensitive), a proven methodology for achieving tangible results.
  • Personal and Professional Goals: The duo underlines the importance of setting goals not only for your business but also for your personal growth. A harmonious blend of personal and professional objectives ensures a well-rounded and fulfilled life.
  • Common Pitfalls: Examples of common pitfalls and challenges advisors encounter when striving to meet goals and how to identify and navigate these obstacles effectively.
  • Staying on Course: Setting goals is one thing; staying committed to them is another. Learn practical tips and strategies for maintaining focus and motivation on the path to goal achievement.

Tune in to equip yourself with the tools you need to set and achieve your goals and help unlock the full potential of your financial firm.


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Mapping your Goals for 2024

About the guest host:

Matt Seitz, a Partner and the Chief Marketing Officer at C2P, is a seasoned marketing and sales professional 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 guest:

Rebecca “Becca” Voelpel, MHA, is a dynamic professional, who seamlessly blends her financial expertise, fitness passion, and social media prowess to empower financial advisors and fitness enthusiasts alike. In her role as a Relationship Manager at C2P Enterprises, she acts as a crucial bridge between financial advisors and C2P’s wealth of resources, mentoring, and coaching programs. Rebecca brings a rich academic background, holding a Bachelor of Science in Health/Health Care Administration/Management from Towson University and a Master of Science in the same field from the University of Maryland Global Campus.

Beyond finance, her passion for fitness shines through her eight-year career as a fitness professional, where she enhances instructors’ classes through programming and engagement. Additionally, Rebecca excels in social media management, currently serving as the Social Media Manager at SoulBody Studios. Her certifications as a Registered Yoga Teacher and Gravity Machine specialist underline her dedication to holistic well-being.

Rebecca’s professional associations include involvement with the International Association for Worksite Health Promotion and Upsilon Phi Delta, demonstrating her commitment to health promotion and academic excellence. Beyond her career, she advocates for health, science, and technology causes, embodying her values in both her personal and professional endeavors.