Discover how to authentically market your philanthropic efforts as a financial advisor while building trust and connecting with your community.
Hear perspectives from both the advisory and marketing sides of the industry with this engaging episode hosted by Matt Seitz, Chief Marketing Officer at C2P, and guests, Darrin McComas of Evergreen Wealth Advisors, Chelsea Konst, C2P’s Content Marketing Manager, and Nikki Glynn, Director of Marketing at JL Smith.
Our experienced panel shares real-world examples of successful philanthropic marketing campaigns, discusses the importance of storytelling in sharing these initiatives, and provides guidance on planning and executing charitable activities that resonate with both current and prospective clients.
Key Topics Discussed:
Learn practical strategies for integrating charitable work into your firm’s brand without appearing self-serving.
Resources:
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:
Darrin McComas is the owner and lead advisor at Evergreen Wealth Advisors, where he specializes in retirement planning and asset diversification strategies. With his Series 65 license and Bucket Plan Certification, Darrin helps clients develop comprehensive financial plans aimed at protecting their wealth and achieving their retirement goals. His client-focused approach emphasizes stress reduction through careful financial planning and wealth protection strategies.
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. 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.
Nikki Glynn, the Marketing Director at JL Smith, is a proud graduate of the University of Florida, where she earned a Bachelor of Science in Communications. With over 25 years of experience in public relations, marketing, and event and conference planning, Nikki has made significant contributions to her field. She has been with JL Smith, and previously Petros Financial Group, for more than 6.5 years, during which she played a key role in launching the Woman’s Worth® brand. Her favorite aspect of her work is the opportunity to serve our kind-hearted and intelligent clients.