You’re running webinars, generating leads, and investing in marketing campaigns, but are you really working every single lead? A lot of advisors tend to focus solely on attendees who show up or immediately raise their hands, while ignoring the majority who registered but didn’t attend or needed more time to decide. That’s leaving significant revenue on the table.
Join host Matt Seitz, Chief Marketing Officer at C2P, as he interviews Cary Chaitoff, Vice President of Marketing and head of C2P’s marketing agency. With over 25 years of experience leading high-performing teams, Cary brings practical insights from working directly with advisors to optimize their lead generation and conversion processes. Together, they break down the exact strategies top-performing advisors use to systematically follow up with leads, track their progress, and convert prospects into clients.
Key Topics Discussed:
Resources:
For C2P Advisors only:
Statistics:
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. In 2025, Financial Narrative 50 recognized Matt as one of the top 50 financial services marketing and communications professionals. WealthManagement.com also deemed him a finalist for CMO of the Year in 2023 for its industry awards. Furthermore, he was a finalist for ThinkAdvisor’s LUMINARIES for outstanding executive leadership.
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 Guest:
Cary Chaitoff is the Vice President of Marketing at C2P Enterprises. His career spans various domains, including agencies and Fortune 500 companies, where he has consistently delivered integrated programs to drive business growth. Prior to joining C2P, Cary was the Marketing Recruitment Director at Avantax, a leading wealth management company.
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.