We’ve all probably encountered this scenario: you invest in a webinar campaign, get a handful of people to book calls, and consider it a success. But here’s the critical question: what happened to everyone else who registered? Those are qualified leads you’ve already paid for, and without a documented follow-up process, you’re leaving significant revenue on the table.
Join host Kalem Mackey, Executive VP and Partner at C2P, as he sits down with Matt Seitz, Chief Marketing Officer at C2P and JL Smith Holistic Wealth Management, as they discuss how to improve your webinar process from touchpoint to follow-up.
Key Topics Discussed:
Whether you’re launching your first webinar or refining your current approach, tune in for practical insights on improving engagement, working leads effectively, and converting more prospects into clients.
Resources:
C2P Advisors Only:
Statistics:
About the Host:
Kalem Mackey, CFP®, BPC, is an Executive VP and a Partner at C2P and the founder of Superior Financial Planning, a holistic wealth management firm in Arvada, Colorado. He has more than 20 years of experience as a sales manager, insurance wholesaler and financial advisor. His professional philosophy is grounded in helping American families realize their financial aspirations. Working closely with advisors and our insurance distribution partners to serve needs and provide exceptional overall experiences and an insurance platform is where he excels. He leverages his skills in his roles while managing both sales and operations.
Additionally, Kalem is a Bucket Plan® Best Interest Process trainer. He provides advisors like you with coaching and sales support, helping you deliver in-depth, comprehensive solutions. He frequently speaks at C2P and industry events, providing expertise in the retirement income planning and tax management areas.
About the Guest:
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.