How can organizations embrace AI to transform marketing without losing the human connection that drives trust and brand loyalty? In this episode of the Strategy and Leadership Podcast, Anthony Taylor speaks with Matt Seitz, Chief Marketing Officer and Partner at Prosperity Capital Advisors, as well as CMO of C2P Enterprises and JL Smith Holistic Wealth Management.

Under Matt’s marketing leadership, JL Smith achieved 40% average annual growth from 2020 to 2024, C2P launched one of the industry’s first in-house marketing agencies for advisors, and Prosperity Capital Advisors now supports over 130 independent financial advisors nationwide. Recognized as a ThinkAdvisor LUMINARIES 2025 CMO of the Year finalist, Matt has led standout campaigns like the OBBB initiative and The Rainmaker Multiplier, which earned national attention for creativity and results.

In this conversation, Matt shares how AI is reshaping marketing strategy, why the traditional funnel is being replaced by continuous loops of engagement, and how leaders can use AI as a thought partner to challenge ideas, build culture, and enhance storytelling.

► Work with us to facilitate your strategic plan:https://courses.smestrategy.net/courses/Leading-Strategy-Execution

► Learn more about our courses:https://www.smestrategy.net/strategic-planning-facilitator

In this episode, you’ll learn:

☑️ How AI is transforming modern marketing and sales integration

☑️ Ways to humanize digital strategy without losing efficiency

☑️ Why culture and storytelling are the strongest brand differentiators

☑️ How to use AI as a creative and strategic thought partner

☑️ What marketing leaders can do to stay ahead of disruption

This episode is for:

▶️ CMOs and marketing leaders navigating AI-driven transformation

▶️ Executives aligning sales, marketing, and culture under one strategy

▶️ Business owners seeking to build trust in the digital era

▶️ Advisors and professionals using marketing to scale their impact

About the Guest

Matt Seitz is the Chief Marketing Officer and Partner at Prosperity Capital Advisors, and also serves as CMO of C2P Enterprises and JL Smith Holistic Wealth Management. With more than 15 years of experience in financial services marketing, Matt is known for his strategic leadership, data-driven storytelling, and ability to build scalable marketing systems that drive growth. He is a finalist for both the WealthManagement.com CMO of the Year and ThinkAdvisor LUMINARIES Executive Leadership awards.

Learn more: https://prosperitycapitaladvisors.comConnect on LinkedIn: https://www.linkedin.com/in/mattseitz

About the Host

Anthony Taylor is the CEO, Founder, and Senior Facilitator at SME Strategy. With over 14 years of experience, he helps leadership teams create alignment, implement strategy, and achieve results worldwide.

Connect with Anthony: linkedin.com/in/anthonyctaylor604

About SME Strategy

SME Strategy is a management consulting firm specializing in strategic planning and implementation. We help organizations align their teams around a shared vision so they can focus on what truly drives results.

Learn more: smestrategy.net

Podcast produced by: Rednyne Productions

How AI Is Rewriting the Marketing Playbook with CMO Matt Seitz

The Strategy and Leadership Podcast with Anthony C. Taylor