Marketing For Financial Advisors: Insights From INBOUND Conference

The Rainmaker Multiplier On-Demand Podcast

Marketing For Financial Advisors: Insights From INBOUND Conference

In This Episode

Struggling to keep up with the latest marketing strategies? Dive into the world of digital marketing and learn valuable insights from the HubSpot INBOUND Conference.

Join host Matt Seitz, Chief Marketing Officer at C2P, as he interviews Missy Shermer, Sr. Digital Account Manager at C2P, who shares her experience and key takeaways from the conference.

Discover strategies to enhance your digital presence, improve your content creation, and optimize your marketing efforts for better engagement and results.

Key Topics Discussed:

  • Email Marketing: Tips for crafting effective subject lines and timing your campaigns around major events.
  • Social Media Content: The rise of “lo-fi” content and its impact on engagement.
  • Search Engine Optimization (SEO): The evolution of SEO and the importance of long-tail keywords.
  • Webinars and Events: Strategies for hosting successful webinars and maximizing their value.
  • Content Repurposing: How to leverage your webinar content across multiple platforms.
  • AI in Marketing: Practical ways to use AI tools for content creation and optimization.
  • Marketing Automation: The benefits of integrating CRM and email automation systems.

Tune in for actionable insights on how to refine your digital marketing strategy and create more effective campaigns to boost your practice.

Resources:

C2P Advisors only:

Marketing For Financial Advisors: Insights From INBOUND Conference

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 Guest:

Missy Shermer, Sr. Digital Account Manager at C2P, is a seasoned digital marketing professional with over seven years of experience in the finance and nonprofit sectors. As a Certified Digital Marketing Professional from the Digital Marketing Institute, Missy expertly manages the C2P’S marketing agency’s client relationships and leads all search engine optimization efforts. Her diverse background includes managing social media accounts for B2B and B2C clients, as well as producing a podcast for a real estate investing platform.

At C2P, Missy serves as the primary liaison between financial advisors and the Agency team, ensuring that marketing needs are met, and expectations are exceeded. Her expertise in helping small businesses enhance their digital presence, combined with her deep understanding of content marketing and SEO, makes her an invaluable asset in developing and implementing effective digital strategies for financial advisors.