The Marketing-Sales Gap Killing Your Growth (And 7 Fixes)

45 minutes | Presenters: Matt Seitz, Chief Marketing Officer and Cary Chaitoff, Vice President of Marketing, Prosperity Capital Advisors

You’re spending money on marketing. Leads are coming in. But they’re sitting in your CRM, never converting into actual clients. The problem is the gap between marketing and business development — and most advisors have no idea how to bridge it. Join Matt Seitz and Cary Chaitoff for the tools and processes to close that gap and level up as a solo advisor or ensemble practice.