Lead Follow-Up for Financial Advisors Part 2
The Rainmaker Multiplier On-Demand Podcast
Lead Follow-Up for Financial Advisors Part 2
In This Episode
About the Episode:
You put weeks of work into the venue, the slide deck, and the perfect presentation. Then the event ends and the follow-up turns into a scramble: who calls the leads, what do they say, and why is the calendar still empty? In part two of this episode on lead follow up, host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, frames the whole problem with one question. What if your follow-up started before anyone walked into the room?
Matt is joined again by Andrei Henson, Advisor Growth Specialist at Prosperity Capital Advisors, for a practical look at the planning that drives event ROI. If you run workshops, seminars, or client events and want more of those attendees on your calendar, this conversation gives you a system you can put to work right away.
Key Topics Discussed:
- Follow-Up That Starts Early: Why the planning that drives your results belongs before the event, when there’s still time to do it well.
- Speed to Lead: How fast follow-up keeps attendees engaged while your topic is still top of mind.
- Capacity Before Constraint: Filling the room first, then solving for qualified appointments rather than the other way around.
- Prequalification Language: How telling the room who you work best with helps attract better-fit prospects and reduces unqualified leads.
- The Part One of Two Framing: Using a two-part event structure to keep prospects warm and motivated to take the next step.
- Preset Appointments and Scripts: Building your call, voicemail, and email scripts ahead of time so no one on your team is winging it.
- The Follow-Up Call: What to say to plant a seed of curiosity and guide someone toward the next conversation without sounding salesy.
- Voicemails That Get Callbacks: Why messages get ignored and how a short, clear hook helps yours stand out.
Resources:
- Previous episode referenced: Lead Follow-Up for Financial Advisors: Speed, Skills, and Consistency
About the Host:
Matt Seitz is a Partner and the Chief Marketing Officer at Prosperity Capital Advisors and C2P, with over 15 years of experience across finance, accounting, and professional services industries. He’s known for his expertise in strategic planning, digital marketing, lead generation, and content marketing. Matt’s approach centers on relationship marketing, prioritizing customer satisfaction through data-driven marketing plans with demonstrable ROI. In 2025 and 2026, Financial Narrative 50 recognized Matt as one of the top 50 financial services marketing and communications professionals. WealthManagement.com also deemed him a finalist for CMO of the Year in 2023 for its industry awards. Furthermore, he was a finalist for ThinkAdvisor’s LUMINARIES for outstanding executive leadership.
In his role, Matt has played a pivotal role in optimizing marketing-sales funnels, driving digital growth, strengthening brand identities, and implementing effective content marketing strategies to propel leads through sales pipelines. He’s also an accomplished author and speaker, sharing insights on diverse marketing and business development topics.
As a member of the American Marketing Association, Matt continues to be at the forefront of innovative marketing practices and strategies within the financial industry.
About the Guest:
Andrei Henson is the Advisor Growth Specialist at Prosperity Capital Advisors and C2P, responsible for identifying untapped areas of growth for advisory practices. With his background in both finance and marketing, he possesses a rare ability to bridge the gap between these two critical components.
Andrei’s recommendations are designed to create a self-sustaining, scalable business that can survive with or without the principle’s production. Whether it’s optimizing lead generation efforts, uncovering untapped profitable lines of business, or simply implementing a proven process, he has a proven track record of increasing conversion rates and improving client acquisition processes for advisors across the country.
