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Coffee Break with C2P: Optimizing Your Financial Advisor Ads on Social Media

The Rainmaker Multiplier On-Demand Podcast

Coffee Break with C2P: Optimizing Your Financial Advisor Ads on Social Media

In This Episode

About the episode:

Whether you’d like to begin running paid social ads or could use guidance on your current social media efforts, our C2P subject-matter specialists are here to share their best practices and tips to help you reach the right people in your audience at the right time.

Host Matt Seitz, Chief Marketing Officer at C2P, and special guests and C2P marketing team members Cary Chaitoff, Vice President of Marketing, and Ericca Rivera, Paid Advertising Specialist & Social Media Coordinator, discuss the importance of understanding and optimizing social media advertising campaigns. They share ways to improve your return on investment (ROI) from your ads and overcome some of the challenges you may face in the ad building and planning process.

Their discussion revolves around several key topics:

  • A/B Testing for Success: The guests emphasize the importance of A/B testing, which involves comparing different versions of an ad to determine which one performs better.
  • Budgeting Strategies: While there’s a suggested budget range of $500 to $1,000 per month for social media ads, the guests highlight the importance of working within your means.
  • Emerging Trends: C2P’s specialists recommend exploring noteworthy trends in social media advertising like user-generated content (UGC), where people actively engage with your posts and create content around your brand, and Artificial Intelligence (AI) in marketing— to stay competitive and relevant in the ever-evolving social media landscape.
  • And more!

Listen or watch for valuable insights and practical advice for financial advisors looking to enhance their social media advertising strategies and achieve better results.

Sources:

Best Practices for A/B Testing (Facebook)

Creative performance drives 47% of sales: why is it missing from most models? (Recast)

Coffee Break with C2P: Optimizing Your Financial Advisor Ads on Social Media

About the guest host:

Matt Seitz, a Partner and the Chief Marketing Officer at C2P, is a seasoned marketing and sales professional 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 guests:

Ericca Rivera is a seasoned marketing professional specializing in paid advertising and social media coordination at C2P, where she has been contributing her expertise since February 2023. Before her current role at C2P, she spent four years at Charles Schwab, where she was instrumental in assisting clients and advisors, demonstrating a strong ability to understand and meet client needs effectively. With a career spanning almost 10 years in marketing, Ericca has developed a comprehensive skill set in the field.
In addition to her primary role, Ericca is a frequent guest on #C2Podcasts, where she shares her insights and professional experiences in marketing. Further extending her marketing expertise, Ericca manages the marketing activities for her husband’s real estate business, showcasing her versatility and commitment to her profession.

Cary Chaitoff is a seasoned strategic marketing leader in marketing and client services. His career spans various domains, including agencies and Fortune 500 companies, where he has consistently delivered integrated programs to drive business growth. 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.

Cary’s journey has seen him hold key positions, including Vice President of Marketing at C2P Enterprises and Marketing Recruitment Director at Avantax, a leading wealth management company. 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 an expert in marketing programs and a skilled leader in the field of marketing communications.