How are the most successful financial advisors cutting through the industry’s “sea of sameness” to build thriving, differentiated practices? Join host Matt Seitz, Chief Marketing Officer at C2P, as he sits down with Cary Chaitoff, Vice President of Marketing, and Chelsea Konst, Marketing Director, to share their strategic insights from the recent Jolt Conference that can help transform your approach to marketing and client relationships.
Together they break down the key takeaways from this premier marketing conference, offering practical frameworks you can implement immediately to differentiate your practice and drive meaningful growth.
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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 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 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.
Chelsea Konst is a multifaceted marketing professional with a passion for tailored and purposeful content messaging. She has several years of experience in the marketing realm, as well as journalism, promotional communication, and digital media production.
At C2P, Chelsea pioneers the strategy, project management, implementation, and optimization of all forms of content for C2P, Prosperity Capital Advisors, and the many financial advisor clients served by the C2P marketing agency. Whether it is written content for user engagement, promotional assets, audio, and video podcasts, and more, Chelsea is committed to ensuring the cohesive and quality nature of each piece of content. During her time at C2P, she has helped grow the podcast program into a set process that has yielded boosted listenership, and she crafts dynamic content plans that employ all marketing mediums.