Posts by Jonathan Musgrave
Measuring Your Seminar and Webinar Marketing
This single important metric is ignored by most people. As marketers, we know that measuring our efforts matters. Looking back at results helps us learn from success and failure, teaches us more about our customers, and builds confidence that allows us to scale. However, I’ve realized that a lot of advisors and marketers alike fail to…
Read MoreSteep Summit Stories Episode 5 with Brian Levy
Summit Stories Episode 5 – Brian Levy, Founder of BML Wealth Management Brian Levy is the founder behind Irvine-based financial planning firm, BML Wealth Management, and host of The Retirement Fingerprint radio show. Brian has been featured on ABC, NBC, FOX, and has also had published articles in Kiplinger, and U.S. News and World Report.…
Read MoreSteep Summit Stories Episode 4 with Scott Dougan and Sean Lee, Creators of Retirement Elevated
Summit Stories Episode 4 – Scott Dougan and Sean Lee, Creators of Retirement Elevated Scott Dougan and Sean Lee, the two advisors behind Elevated Advisor and Retirement Elevated, run their business from two different states and have created a wildly successful college-style financial workshop responsible for acquiring nearly $300,000,000 in assets since 2014. In this…
Read MoreSteep Summit Stories Episode 3 with Joel Johnson
Summit Stories Episode 3 – Joel Johnson, Owner of Johnson Brunetti You’ve probably heard of “million-dollar advice” but what about “$250 million dollar advice”? Well, that’s what you’re going to get for the low price of exactly zero dollars on our newest edition of Summit Stories! In this episode, Steep CEO Jonathan Musgrave interviews one…
Read MoreWhat Financial Advisors Need to Know about Apple iOS 14 and Facebook Ads
It seems that about once per year the marketing community is sent into panic with the announcement of a new app feature or ad change. 2021 is no different, but instead of Facebook changing things, this time it’s Apple – the company that makes more mobile devices than anyone else on the planet. The tendency…
Read MoreSteep Summit Stories Episode 2 with Traci Radmanovich
Summit Stories Episode 2 – Traci Radmanovich, Founder of PTFT Group The first time Traci did a webinar, it didn’t go great. Despite lots of registrations and attendees, she learned that converting leads to appointments with webinars was very different than with what she was used to with dinner seminars. Fast forward 3 months to…
Read MoreSteep Summit Stories Episode 1 with Bradley Geddes
Summit Stories Episode 1 – Bradley Geddes, Financial Planner at Decker Retirement Planning Summit Stories is an informal video podcast where we ask advisors from across the country about their business, marketing, and life. Each episode is a laid-back conversation with advisors in different markets across the country where we recount successes, failed attempts, and…
Read MoreAn Advisor’s Guide to the Best Webinar Equipment
Today, millions of Americans are scrambling to work and communicate virtually. Marketing is no exception, and we’ve launched brand-new live and on-demand webinar marketing services to help you connect with people stuck in their homes but in need of help. Whether you’re shooting video for your website, broadcasting a webinar, hosting client meetings virtually or…
Read MoreThe 2020 Election & Facebook Marketing
Facebook was at the center of conversations related to the elections in 2016 when the Trump campaign used the Facebook ad platform with unprecedented success. Today, as we approach the 2020 elections, Financial Advisors (and everyone using digital advertising) are wondering what the impact might be on their advertising campaigns on Facebook and across the…
Read MoreWhat Every Financial Advisor Should Know About Facebook
Did you know that your next client is more likely to find you on social media than any other way? Some advisors understand that social media should be a core part of their marketing, but many don’t know where to start. Still fewer have a specific plan designed to help them make social media a…
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