Do you have trouble identifying which marketing activities generate leads versus which activities convert those leads into actual meetings? Join host Matt Seitz, Chief Marketing Officer at C2P, as he sits down with Andrei Henson, Advisor Growth Specialist, and Desiree Sgro, Business Development Associate at C2P.
Discover how successful advisors are revolutionizing their approach to pipeline management by treating marketing and business development as integrated functions rather than separate silos. Listen as Andrei and Desiree share their expertise on implementing sophisticated tracking systems that reveal the true customer journey, often involving multiple touchpoints before prospects are ready to engage.
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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:
Andrei Henson is the Advisor Growth Specialist at C2P, responsible for identifying untapped areas of growth for advisory practices. With his background in both finance and marketing, he possesses a rare ability to bridge the gap between these two critical components.
Andrei’s recommendations are designed to create a self-sustaining, scalable business that can survive with or without the principle’s production. Whether it’s optimizing lead generation efforts, uncovering untapped profitable lines of business, or simply implementing a proven process, he has a proven track record of increasing conversion rates and improving client acquisition processes for advisors across the country.
Desiree Sgro serves as the Business Development Associate at C2P. With a background in integrated marketing communications and public relations from John Carroll University, Desiree brings over eight years of diverse marketing experience to her role.
She works closely with the marketing and recruiting teams to attract new advisors to C2P, leveraging her expertise in client relationship management and lead generation. Desiree’s experience with CRM platforms and proficiency in both digital and traditional marketing tactics enables her to effectively nurture leads and optimize the recruitment funnel at C2P.