Financial Advisor Speaking Tips: Workshops, Webinars, & Beyond, Part 2

The Rainmaker Multiplier On-Demand Podcast

Financial Advisor Speaking Tips: Workshops, Webinars, & Beyond, Part 2

In This Episode

Anyone or advisor can deliver a presentation, it’s how you deliver that presentation that makes all the difference. Join host Matt Seitz, Chief Marketing Officer at C2P, and guest Josh Friberg, founder of Your Event Elevated, for part two of their conversation on tips and tricks to engage and convert your seminar audience into loyal clients.

Tune in to learn Josh’s structured approach to creating dynamic and interactive presentations that resonate with audiences.

Key topics discussed include:

  • Five-Step Process for Audience Engagement: Josh outlines his proven method for engaging seminar attendees, ensuring they remain captivated and motivated throughout the presentation.
  • Understanding Audience’s Needs: The importance of tailoring your message to address the specific needs and interests of your audience for maximum impact.
  • Facilitating Meaningful Conversations: Strategies for fostering a collaborative learning environment where audience participation is encouraged and valued.
  • Adopting a Speaker-Ready Mindset: Tips to build confidence in your public speaking abilities and prepare effectively for any speaking engagement.
  • Leveraging Growth Opportunities: How advisors can use public speaking as a tool for personal and professional development, enhancing their ability to connect with clients and prospects.

This episode is packed with practical advice and strategies to elevate not just your speaking skills, but how you make client connections that drive more business.


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.