Chief Marketing Officer’s current accomplishments embrace thought management round new SEC Marketing Rule
WESTLAKE, Ohio, July 13, 2023 /PRNewswire/ — Prosperity Capital Advisors (PCA), a planning-first, SEC-Registered Investment Adviser (RIA), is proud to announce that Matt Seitz, Chief Marketing Officer of Prosperity Capital Advisors, has been named a finalist for “CMO of The Year” by WealthManagement.com for its 2023 Industry Awards (aka “The Wealthies”). Each 12 months since 2015, The Wealthies acknowledge the corporations and people who’re bringing new improvements to market that make an actual distinction to the each day actions of monetary advisors.
For the “CMO of The Year” class, Seitz is being acknowledged for his specialization in data-driven advertising and marketing plans that ship clear ROI. In his position with PCA and its affiliated corporations, Seitz has streamlined marketing-sales funnels, spearheaded digital development, strengthened model identities, and carried out content material advertising and marketing methods to drive leads.
“It is an amazing honor and a privilege to be named a 2023 Wealthies finalist alongside many esteemed trade colleagues,” mentioned Seitz. “I’m grateful to belong to a company that fosters an setting of innovation, thought sharing and steady development. I wish to lengthen my honest appreciation to our complete crew for their help. It has been a real crew effort as we work collectively to carry impactful options to the monetary trade.”
In addition to his position at Prosperity Capital Advisors, Matt serves as the Chief Marketing Officer for C2P Enterprises (C2P), the holding firm for Prosperity Capital Advisors and its affiliated corporations.
Seitz’s current accomplishments embrace making a seminar and e book to teach advisors on the new SEC Marketing Rule, overlaying necessary particulars together with professionals and cons of the ruling, choosing and soliciting consumer suggestions, required disclosures, avoiding fines, finest practices, and the total affect on one’s follow. He efficiently generated curiosity and new leads for his agency by showcasing how PCA might assist successfully implement the new rule. Additionally, he began a Marketing Roundtable for trade professionals to collaborate and share concepts on impactful advertising and marketing and gross sales techniques. He was named one of Cleveland’s Notable Marketing Executives in 2021 by Crain’s and was C2P’s #1 mentor in 2022 for the enterprise’s affiliated advisors fascinated with advertising and marketing and gross sales steerage. He can also be a frequent writer, speaker, podcast co-host and media contributor and has acquired trade recognition for his content material advertising and marketing, video advertising and marketing, and lead-generation campaigns.
“Matt actually is a trailblazer in our trade as he is been one of the first to embrace and promote the SEC Marketing Rule to assist advisors construct their credibility in at present’s digital period,” mentioned Jason L Smith, founder and CEO of PCA. “His advertising and marketing experience, progressive mindset and keenness for serving to others have been instrumental in driving our agency’s development and success, as nicely as enjoying a key position in serving to lots of of advisors scale and construct their companies.”
For extra details about Prosperity Capital Advisors, go to www.prosperitycapitaladvisors.com.
About WealthManagement.com 2023 Industry Awards (“The Wealthies”)A panel of unbiased judges made up of high names in the trade and led by WealthManagement.com director of editorial technique and operations David Armstrong selected the finalists and can decide the winners of the WealthManagement.com Industry Awards. For updates on the 2023 Industry Awards, go to WealthManagement.com 2023 Industry Awards.
About Prosperity Capital Advisors Prosperity Capital Advisors (Prosperity) is a planning-first, SEC registered funding adviser (RIA) that equips advisors with an array of fee-based monetary planning and funding options to satisfy their particular person purchasers’ distinctive wants. It presents advisors a full-service, open structure funding platform for turnkey asset administration as nicely as instruments and assets to construct holistic monetary plans. Prosperity is custodian agnostic and offers affiliated advisors intensive help, superior portfolio analytics and reporting, funding product due diligence and choice, and extra. For extra info, go to www.ProsperityCapitalAdvisors.com or name (888) 240-0064.
Investment advisory companies are supplied by C2P Capital Advisory Group, LLC d/b/a Prosperity Capital Advisors, LLC (“PCA”) an funding adviser federally registered with the Securities and Exchange Commission (SEC).
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