Financial Advisor Speaking Tips: Workshops, Webinars, & Beyond, Part 1

The Rainmaker Multiplier On-Demand Podcast

Financial Advisor Speaking Tips: Workshops, Webinars, & Beyond, Part 1

In This Episode

Are you comfortable meeting with clients and prospects but lack confidence when hosting in-person or online events? Join host Matt Seitz, Chief Marketing Officer at C2P, and guest Josh Friberg, founder of Your Event Elevated, to learn how to enhance your public speaking skills and confidence while presenting, regardless of the setting or your current experience.

Their discussion provides actionable advice that advisors can immediately apply to elevate their presentation skills, engage their audience more effectively, and, ultimately, convert more prospects into loyal clients.

Key Topics Covered:

  • Overcoming Nerves and Building Confidence: Friberg shares insights on how deliberate practice and focusing on audience service can help financial advisors become more confident presenters.
  • The Power of Preparation: Tips for preparing for speaking engagements, from understanding the layout of the venue to becoming familiar with the audio-visual equipment you’ll be using.
  • Engagement Strategies: Effective techniques for engaging with your audience, ensuring your message not only reaches them but resonates on a deeper level.
  • Authenticity and Trust: The critical role authenticity plays in connecting with your audience and building trust, which is foundational for establishing long-term client relationships.
  • Practical Takeaways: Actionable strategies for leveraging public speaking opportunities to grow your advisory business and enhance client relationships through improved communication.

Learn how to refine your speaking abilities, making every workshop, webinar, and public appearance a stepping stone towards greater business success and more meaningful client connections.


Financial Advisor Speaking Tips: Workshops, Webinars, & Beyond, Part 1

About the guest host:

Matt Seitza 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.

Josh Friberg is a distinguished speaker, educator, and event specialist recognized for his ability to provide transformative experiences that swiftly and effectively foster meaningful connections. Friberg is the driving force behind Your Event Elevated where he redefines traditional learning experiences, emphasizing engagement over mere absorption.

As an XChange Certified Guide and a member of the KWU faculty, he has earned a place in the Training Magazine Hall of Fame for his contributions to the field. He orchestrates nearly 50 events annually, each designed to foster interactive learning environments that prompt participants to think critically, engage actively, and leave with actionable insights that have a lasting impact on their personal and professional growth. Before his current role, Friberg’s diverse career included being a self-employed keynote speaker with The Abundant Agent, focusing on activating real estate agents for enhanced personal and professional growth.