Mastering Lead Generation and Conversion In An Evolving Landscape, Part 2

The Rainmaker Multiplier On-Demand Podcast

Mastering Lead Generation and Conversion In An Evolving Landscape, Part 2

In This Episode

In this second part of our series on proactive advisor marketing, Matt Seitz, Chief Marketing Officer at C2P, continues the discussion on lead generation strategies for financial advisors with Cary Chaitoff, Vice President of Marketing and head of the marketing agency at C2P.

Diving deeper into effective strategies, they discuss how to differentiate yourself in a crowded market, leverage content across multiple channels, and nurture leads through the ‘Now, Soon, and Later’ buckets of engagement.

Key Topics Discussed:

  • Defining Success for Lead Generation: The definition of a lead and importance of setting clear goals for client and lead generation events and strategies.
  • Targeting Niches: Like the saying, “riches are in niches” says — focusing on specific target audiences can differentiate advisors in a crowded market.
  • Creating Unique Messaging: The need for distinct and engaging messages to break through the clutter and attract potential clients.
  • Nurturing Leads: Effective methods for nurturing leads from the Later, Soon, and Now buckets, and moving them through the sales funnel.
  • Leveraging Digital Tools: The benefits of using Facebook Instant Forms and other digital tools for capturing and nurturing leads.
  • Power of Podcasts: How podcasts can serve as a valuable tool for lead generation and client engagement.
  • Maximizing ROI: Strategies for tracking marketing efforts and measuring the return on investment to ensure effective use of time and resources.
  • Overcoming Market Saturation: Tips for standing out in a saturated market and maintaining a steady flow of high-quality leads.

Whether you’re struggling with declining workshop attendance or looking to optimize your digital marketing efforts, this episode offers actionable insights to help financial advisors improve their marketing ROI and grow their business.


Mastering Lead Generation and Conversion In An Evolving Landscape, Part 2

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.

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

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.

He’s been instrumental in creating and implementing effective marketing solutions that align with his organization’s visions and goals. Cary’s mission is to empower financial professionals to achieve their full potential and deliver exceptional value to their clients. With a strong commitment to strategy execution and attention to detail, he has earned a reputation as a specialist in marketing programs and a skilled leader in the field of marketing communications.