Shift your marketing
into high gear.
Find your stride, surpass your sales goals, and accelerate your firm’s growth through The Agency at C2P — our exclusive in-house marketing service.
OurMission
Our mission is to serve you with compelling content that converts!
Need help driving traffic to your website? Running a high-converting lead generation campaign? Optimizing your social media?
We’re here to act as an extension of your firm, offering strategic marketing support and solutions to help your business prosper.
AboutUs
Like all our services at C2P, The Agency was born out of our commitment to help our financial professionals advise better, earn better, and live better.
We’re here to share the same marketing practices and principles that make our model office so successful and personalize them to you.
Unlike other agencies, we only work with wealth management firms across the country. So, we understand your industry, solutions, and what works to attract high-net-worth clients.
We offer a variety of marketing services, and each engagement is personalized to your firm’s needs. For an additional fee, our agreements allow you to leverage the Agency at C2P as an outsourced marketing department or complimentary to your existing marketing resources.
OurTeam
Meet our experienced team of financial marketing professionals with a deep understanding of C2P Solutions, the financial advisory space, and impactful marketing trends and solutions.
We have a powerful team of subject matter specialists skilled in a variety of disciplines: strategy, digital marketing, lead generation, content creation, search engine optimization (SEO), and more. However, our team truly stands out with our collective financial services industry experience and our ability to effectively create, communicate and convert. Plus, who can better describe the value of C2P processes and solutions you use in your practice than the same team who markets them every day?
OurServices
Each advisor and firm are unique, so we start by learning your business. We do this by understanding your target audience, voice, and solutions. This allows us to customize each piece to create the right message to fit your brand.
We will deliver a brand messaging guide and target audience persona to align on what, how, and who you are speaking to as part of the marketing plan and its implementation. Our services include:
ProvenProcesses
We don’t just have proven processes for financial planning, we have them for marketing, too.
Just as you discover your client’s financial needs and aspirations to design and deliver a financial plan to help achieve them, our marketing process follows the same approach.
Once we discover your goals, ideal target audience, brand voice, and what makes your firm unique, we design a holistic marketing plan with content and messaging recommendations, to enhance your brand and help you work towards your firm’s goals.
MattSeitz
Chief Marketing Officer
As the Chief Marketing Officer at C2P and JL Smith Holistic Wealth Management, Matt has helped advisory firms spearhead digital growth and implement strategies to drive leads through streamlined marketing-sales funnels. For his efforts, Matt was recognized as a finalist in 2023 for outstanding executive leadership by ThinkAdvisor and CMO of the Year by WealthManagement.com.
Matt and his wife reside in Cleveland with their three children and are huge fans of Cleveland sports!
CaryChaitoff
Vice President of Marketing
Cary leads the Agency team working with advisors to deliver comprehensive marketing solutions. He has over 30 years of marketing experience working primarily in regulated industries and with local agents, franchisees, and advisors to achieve their marketing objectives.
Cary has two children, an incredible wife, and enjoys the theater, exercising, and officiating high school basketball.
ChelseaKonst
Content Marketing Manager
At C2P, Chelsea pioneers the strategy, project management, implementation, and optimization of all forms of content for C2P, Prosperity Capital Advisors, and the many financial advisors served by C2P’s marketing agency. Chelsea is a multifaceted marketing professional with a passion for tailored and purposeful content messaging who has several years of experience in the marketing realm, as well as journalism, promotional communication, and digital media production.
When not ensuring the cohesive and quality nature of content for C2P and its advisors alike, Chelsea enjoys exploring creative endeavors, such as mixed media artwork and crafting.
MissyShermer
Sr. Digital Account Manager
Missy manages the Agency’s client relationships and leads all search engine optimization efforts. She communicates with advisors about their marketing needs and project updates while working with the Agency team to ensure we are exceeding all advisor’s expectations.
She has over seven years of content marketing experience, both in the finance sector and nonprofit sector, helping small businesses enhance their digital presence.
Outside of the marketing world, she is an avid painter who is obsessed with art and music production.
RobGhosh
Art Director
Rob leads all design efforts at C2P, Prosperity Capital Advisors (PCA), and The Agency, making every marketing material, in his words, “look pretty” and professional with his stellar design skills. He has more than 25 years of experience in graphic design and has been a driving force behind the company’s captivating signage, displays, and digital designs for the past five years.
When he’s not designing marketing materials for C2P or the advisors we serve, he enjoys spending time with his wife, Jill, and son, Riley, as well as traveling, mountain biking, and indulging in the latest cocktail culture trends.
MaddyGrimm
Marketing Content Writer & Strategist
Maddy writes engaging, high-converting copy across all our marketing platforms: blogs, emails, landing pages, podcasts, and more. For the past six years she has created compelling marketing and advertising content for a handful of industries (aviation, music, real estate, healthcare, and more) in both agency and in-house settings.
Maddy is a dedicated dog mom of three, a passionate music enthusiast, movie and TV connoisseur, and an avid coffee drinker.
EdCarroll
Marketing Content Writer
Ed is an experienced copy writer with proven, measurable results across a range of media, including website copy, blog posts, email campaigns, landing pages, and more. After a decade-long and award-winning career in journalism, Ed transitioned to marketing, where he has crafted high-performing copy in the nonprofit and health care industries.
When he’s away from C2P, Ed enjoys movies, video games and baseball, especially the Cleveland Guardians. He also likes spending time with his wife and two small dogs, Luna and Logan, who will occasionally make cameos in meetings.
GinaMoravec
Digital Media & Podcast Manager
Gina oversees the production of various podcast episodes and helps with the brainstorming and creation of various media.
She has over five years of podcasting experience in various positions where she has overseen and participated in basically every step of the podcasting process. Gina is always eager to learn, often by reading with her cat in her lap.
