So, you know you want to start mentoring to grow your firm. How can you set yourself and your future mentee up for success?
In this insightful follow-up episode, host Matt Seitz, Chief Marketing Officer at C2P, welcomes Art Snarzyk, President and Chief Turnover Terminator at Interview Advisors, to delve deeper into the world of mentorship and thought leadership in the financial advisory industry. This episode builds on the foundations laid in part one from guests, Peter Lynch, CPA®, President, Retirement Tax Specialist, and Investment Advisor Representative, and his mentee, Corey Shevlin, BPC Investment Advisor Representative, at Lynch Financial Group.
Join Matt and Art as they unpack the key elements that make mentorship programs thrive within advisory firms, explore the behavioral aspects of successful mentor-mentee relationships, and how advisors can leverage these connections to drive personal and professional growth.
Key topics covered include:
Tune in to discover how embracing mentorship can transform your advisory practice and contribute to a thriving, supportive professional community. Whether you’re an established advisor looking to give back to the profession or a rising star seeking guidance, this episode offers valuable insights into cultivating meaningful mentor-mentee relationships
Resources:
For C2P Advisors:
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.
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
Art Snarzyk III, known as “The Turnover Terminator,” is an Employee Selection & Management Specialist, hiring coach, speaker, and trainer. He also serves as a mentor to C2P financial advisors. As the President of InnerView Advisors, Inc., Art has dedicated over a decade to helping businesses worldwide attract, screen, hire, and develop ideal, high-performing employees. His expertise spans various industries, with a special focus on contractors and professional services companies. Art’s diverse background, from leading a successful painting company to becoming a pivotal figure in employee management consulting, illustrates his dynamic approach to business and people management.
He holds certifications as a PDCA Accredited Contractor and a Certified Professional Behavioral Analyst who studied at St. Charles County Community College. Beyond his professional achievements, Art is passionate about volunteer work, notably with CHOICES Education Group, where he leads workshops to empower teens toward academic success and career aspirations.
Lead Generation Through Video Creation: Top YouTube & Facebook Marketing Tips for Financial Advisors
Building An Authentic, Successful Brand: Lessons from An Advisor And Author
AI for Financial Advisors: How to Leverage AI as a Strategic Thought Partner
Don’t Waste Your Money: How to Efficiently Follow Up on Leads as a Financial Advisor