Standing out in today's saturated financial services market requires more than just being better—it demands being authentically different. Join host Matt Seitz, Chief Marketing Officer at C2P, alongside Cary Chaitoff, Vice President of Marketing, and Chelsea Konst, Marketing Director, as they as they share their biggest takeaways from attending Snappy Kraken’s marketing conference, Jolt! Discover how shifting from reactive to proactive marketing strategies, defining your unique niche, and leveraging digital channels can transform your practice's growth trajectory. From crafting compelling homepage messaging to building meaningful client relationships through personalized data, they’ll reveal how to break through the noise and connect with your ideal prospects.

Resources:

• Conference referenced: Jolt Conference by Snappy Kraken
• Framework referenced: StoryBrand

Statistics:

• 68% of investors under 60 say they made their advisor choice via digital channels (as
• 50% of investors say social media plays a vital role in who they choose as an
• 70% of all advisors lose the next generation of clients