Discover the essential components of successful email marketing for financial advisors from a panel of industry specialists. This discussion, hosted by Matt Seitz, Chief Marketing Officer at C2P, covers everything from crafting compelling subject lines to implementing sophisticated automation strategies that nurture both prospects and clients.
Hear real-world examples and proven strategies that can be implemented immediately from guests, Angel Gonzalez, CMO and co-founder of Snappy Kraken, Kendal Wilde, relationship manager at Snappy Kraken, and Cary Chaitoff, Vice President of Marketing at C2P.
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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. 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.
About the Guests:
Angel Gonzalez is the CMO and Co-Founder of Snappy Kraken, a platform dedicated to transforming how financial advisors approach digital marketing and client engagement. A passionate advocate for innovative marketing solutions, he specializes in direct response marketing, content strategy, and educational product development. Angel has established himself as a thought leader in the financial services industry by developing effective marketing automation solutions that help advisors streamline their efforts and drive meaningful results.
Kendal Wilde is a Strategic Partnerships Leader at Snappy Kraken. Drawing from her experience working with top broker-dealers, IMOs, FMOs, and custodians, Kendal helps financial advisors differentiate their brands and achieve measurable results through strategic digital marketing initiatives. She specializes in simplifying marketing processes and developing data-driven strategies that help advisors attract unique leads, spark meaningful conversations, and transform clients into advocates.
Cary Chaitoff is the Vice President of Marketing at C2P. 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.
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