Episode 57: Financial Readiness in Times of Uncertainty
What happens when your paycheck suddenly stops? In this conversation, guest host Matt Seitz, Chief Marketing Officer at C2P and JL Smith Holistic Wealth Management, sits down with Joe Voellm, CFF, ChFC®, CLU®, Senior Wealth Manager at JL Smith and former U.S. Marine, to discuss building financial r…
Advising in the Age of AI: How Clients Use It and How You Can Too
ChatGPT and other AI tools regularly get financial advice wrong, but your clients don't always know that. What do you do when they bring you analysis that contradicts your recommendations? Discover practical strategies for handling AI-influenced objections and using these tools proactively on your …
Love: God's Great Gift | John 3:1-19
Matt Seitz speaks from John 3 on the hope of Christ as we are born again.
Scaling Your Advisory Brand Beyond Yourself with Claire Dowdall
Scaling your advisory practice requires a fundamental shift: moving from being the brand to building a brand that can thrive without you. In this episode, host Matt Seitz, Chief Marketing Officer at C2P and Prosperity Capital Advisors, sits down with Claire Dowdall, Director of Brand at Exactly Wha…
Lead Generation Systems for Financial Advisors: Build Better Follow-Up
If you invest in lead generation, prospects may download guides, register for webinars, and raise their hands, but what happens next? Join host Matt Seitz, Chief Marketing Officer, as he sits down with Owen Brodhead, Digital Marketing Manager of C2P and Prosperity Capital Advisors, to explore the c…
The Hour has Come | John 18:1-11
Matt Seitz speaks from John 18 on how we reflect on our motivations and surrender our plans to Jesus' better plan.
From Meta Ads to Live Events: Lead Generation for Financial Advisors
Are you putting money into Meta ads, following up on leads, and doing what you're supposed to do, but not getting results? In this episode, host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, sits down with his colleague, Cary Chaitoff, Vice President of Marketing, to talk thro…
Lead Follow-Up for Financial Advisors: Speed, Skills, and Consistency
Are you generating leads but struggling to move them forward? The problem often starts earlier than you think. Join host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors and C2P, as he sits down with Andrei Henson, Advisor Growth Specialist at Prosperity Capital Advisors at C2P, f…
Communicating Financial Planning Concepts
In this edition of the Bucket Plan On-Demand Podcast, Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P Enterprises, sits down with Matt Seitz, the CMO of JL Smith Wealth & Tax Planning, and Greg Dillon, CFA®, CFP®, CLTC® Managing Partner of One Team Financial LLC. They discuss diff…
Lead Follow-Up for Financial Advisors Part 2
The event went great and everyone got their questions answered. So why is your calendar still empty? In part two of this episode on lead follow up, host Matt Seitz, Chief Marketing Officer and returning guest Andrei Henson, Advisor Growth Specialist at Prosperity Capital Advisors, dig into the plan…
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