Celebrating Matt Seitz: A Leader in Financial Marketing Success

Matt Seitz Honored for Marketing Leadership in Finance

Award highlights Seitz's leadership in digital marketing, brand strategy, and content-driven growth in financial services.

C2P, a forward-thinking organization focused on empowering holistic financial advisors, proudly recognizes Matt Seitz, CMO and Partner, for being awarded a spot on the Financial Narrative 50 List. This list, which celebrates remarkable professionals in financial marketing, highlights those who are impactful and innovative in shaping the industry.

Seitz's inclusion in this prominent list reflects his adeptness in utilizing data-driven strategies and embracing digital transformations. As CMO for both C2P and JL Smith Holistic Wealth Management, he skillfully manages the marketing needs of both firms, driving growth and creating opportunities in the financial advisory landscape.

Jason L. Smith, Founder and CEO of C2P and JL Smith, expressed pride in Seitz's recognition, emphasizing his pivotal role in enhancing the firm's brand and marketing strategies. "Matt's remarkable ability to integrate marketing with sales, utilizing insights derived from data, is reshaping our approach. His efforts not only benefit our firm but also elevate industry standards altogether," he stated.

The Financial Narrative team curates the FN50 list, selecting leaders who have made significant contributions to the industry through excellence in marketing and communication. Recognizing their achievements over the past year and ongoing impact, the FN50 stands as a testament to innovative marketing within the financial sector.

Seitz shared his thoughts on this honor, stating that it underscores the importance of data-driven storytelling and innovation within the sector. "This acknowledgement is a reflection of our commitment to leverage multichannel marketing, aimed at scaling advisors' services and enhancing their clients' experiences. These foundational principles drive everything we do at C2P," he remarked.

Under Seitz's leadership, JL Smith Holistic Wealth Management has seen an impressive average annual growth rate of 40% in new advisory and annuity assets from 2020 through 2024. He has played a crucial role in expanding the firm's presence while directing comprehensive marketing efforts for both organizations. His initiatives include establishing a new in-house agency at C2P, designed specifically to empower financial advisors.

Seitz is also on the brink of launching a new book that discusses the synergy between sales and marketing in the financial services space. His personal narrative centers around a journey of overcoming challenges through a positive mindset—an essential aspect of both professional and personal success.

"Empowering advisors amplifies the positive impact they can have on their clients' lives. This guiding principle is woven into the core of our operations," remarked Seitz. He aims to adopt successful strategies from JL Smith to ensure C2P's solutions for financial advisors are scalable and efficient, emphasizing the significance of understanding metrics and having a clear strategy.

About Matt Seitz
In his role as CMO of C2P and JL Smith Holistic Wealth Management, Seitz is at the forefront of marketing innovation, focusing on driving growth and refining strategies. Recognized as a thought leader, he was a finalist for the 2023 ThinkAdvisor LUMINARIES CMO of the Year award. His expertise has been featured in various media, and he has crafted a course available on the American College Knowledge Hub+. By establishing an internal marketing agency at C2P, Seitz is committed to empowering financial advisory firms to enhance their outreach.

About C2P
C2P is an organization dedicated to supporting financial advisors with tools and strategies focused on holistic financial planning. They prioritize education, training, and resources catered to the unique financial circumstances of every client. C2P strives to uphold fiduciary best practices while delivering high-quality financial planning services globally. Their commitment to innovative solutions helps families navigate their financial journeys effectively.

Media Contact:
Sarah Tremallo
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Frequently Asked Questions

Who is Matt Seitz?

Matt Seitz is the Chief Marketing Officer of C2P and JL Smith Holistic Wealth Management, recognized for his innovative marketing strategies in the financial sector.

What is the Financial Narrative 50 List?

The Financial Narrative 50 List honors influential professionals in financial marketing and communications for their achievements and innovation in the industry.

What impact has Seitz made at C2P?

Under Seitz's guidance, JL Smith has seen significant growth and he has established a new in-house marketing agency aimed at facilitating financial advisors' outreach.

What is the focus of Seitz's forthcoming book?

His upcoming book focuses on the integration of sales and marketing within the financial industry, drawing on personal experiences and professional insights.

How does C2P support financial advisors?

C2P provides education, training, and resources tailored to the unique financial situations of clients, aiming to equip advisors with the tools they need for success.

About The Author

Hi there I'm 38-year-old author and financial consultant Owen Jenkins. Having worked in the financial sector for more than ten years, I am well-versed in the subtleties and complexity that mold our financial environment. Following a degree in finance, I worked in a number of financial institutions honing my abilities in market analysis, financial planning, and investment strategies.

My love is teaching others about investing and personal finance. My goal in writing many books and articles has been to demystify financial ideas and give readers the information they need to make wise financial decisions. I write with a direct, useful style that emphasizes doable suggestions for daily living.

Along with writing, I lead webinars and seminars where I impart knowledge on how to successfully negotiate the financial world. I also write for financial journals and show up as a guest expert on financial news programs a lot. Whether they are new to investing or want to improve their approach, my mission is to enable people to take charge of their financial futures.

Beyond work, I like to hike, play the guitar, and spend time with my family. I think that balance is crucial and want to encourage people to strike a balance between their financial aspirations and their hobbies. I want to help people succeed and achieve financial security through my work, so having a good influence.

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