Page 31 - Investment Advisor - November 2023

Executive Leadership

david savir, element Pointe Family office Matt seitz, C2P enterprises
Over the past year, Savir rebranded the firm to Following the SEC’s adoption of the Modernized
focus more on the services it provides as a finan- Marketing Rule, Seitz developed a seminar and an
cial advisor. The rebranding included a move to ebook to help advisors enhance their strategy to
a larger office and raising the minimum invest- implement the new rule. He covered important
ment from $5 million to $15 million. The decision to increase details including the rule’s pros and cons, selecting and soliciting
the minimum was a strategic move that aligned with the type of client feedback, important disclosures, avoiding fines, best prac-
clientele Element Pointe serves: ultra-high-net-worth individu- tices and the overall effect on an advisor’s practice. He success-
als, families and family offices. The rebrand emphasizes a long- fully generated interest and new leads for his firm by showcasing
term focus on comprehensive wealth planning and sophisticated how C2P could help effectively implement the new rule. Seitz also
portfolio management. started a marketing roundtable for industry professionals to col-
laborate and share ideas on effective marketing tactics.
david scranton, sound Income strategies
Scranton’s mission is to help seven out of 10 Gabriel shahin, Falcon Wealth Planning
baby boomers utilize income-generating savings Shahin has helped many people increase their
and investment strategies for their retirement financial knowledge through a variety of for-
planning and savings. In 2022, he created Sound mats. He produces content on social media and
Income Group, a diversified financial services company that hous- YouTube to educate individuals, institutions and
es three separate subsidiaries, including Sound Income Strategies, advisors on techniques to enhance clients’, prospects’ and pro-
an independent RIA with about $2 billion in assets under manage- fessionals’ experience with “true financial planning.” He also
ment. It manages client portfolios of individual income-generating produces a weekly podcast on which he mainly discusses issues
securities, aimed at maximizing income first and opportunities for related to personal finance and tax planning. Shahin participates
growth second. Scranton also leads the Scranton Financial Group in Arizona State University’s DreamScape program, which gives
and the nonprofit Scranton Academy for Financial Education virtual reality education to its students and participants across the
(S.A.F.E.), which provides free financial education. world, originally on sciences, but now also finance.

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2483-OAT-9/6/2023

November 2023 Investment AdvIsor 29