Differentiating Your Advisory Practice by Marketing Your Authenticity

The Rainmaker Multiplier On-Demand Podcast

Differentiating Your Advisory Practice by Marketing Your Authenticity

In This Episode

Discover why trying to sound like “every other advisor” might be holding you back and learn how embracing your authentic story can help you connect more deeply with ideal prospects.

Join host Matt Seitz, CMO at C2P, and guest Alanah Phillips, founder of Advisor Launch Lab, as they reveal the marketing strategies helping today’s most successful advisors grow their businesses.

Key Topics Discussed:

  • Marketing Fundamentals: Understanding the crucial role of marketing in attracting and retaining clients
  • RIA Marketing Advantages: Specific marketing strategies available to RIA-affiliated advisors
  • Social Media Strategy: Platform-specific approaches for LinkedIn, Instagram, and Facebook
  • Content Marketing: Creating educational, aspirational, and entertaining content that resonates with your target audience
  • Personal Branding: Incorporating authenticity and personal interests into your marketing strategy
  • Speaking Engagements: Tips for getting started and maximizing impact
  • Client Acquisition: Real-world success stories and implementation strategies

Tune in to learn specific strategies for LinkedIn, speaking engagements, and content creation that can help you differentiate yourself in your marketing.

Differentiating Your Advisory Practice by Marketing Your Authenticity

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:

Alanah Phillips is not only a recruiter, speaker, she’s also the founder of Advisor Launch Lab and Break Up With Your Broker Dealer. She co-chairs The American College of Financial Services’ Next-Gen Advisory Taskforce and hosts the Nextgen in 10 podcast for up-and-coming financial professionals. Alanah focuses her time in the industry trying to make it a more transparent, colorful, and fun place for the next generation to work with the goal of helping her network make more money, have more fun, or both