Posts by Jonathan Musgrave
Steep Summit Stories Episode 9 with Tayvon Jackson
Summit Stories Episode 9 – Tayvon Jackson Tayvon Jackson is a Financial Advisor and Founder/CEO of New Perspective Financial Solutions and has been licensed since 2012. He focuses on helping retirees navigate the next stage of their life, retirement. Tayvon has implemented a very webinar heavy focus in his plan for growth for his practice.…
Read MoreSteep Summit Stories Episode 8 with Elizabeth Mortensen
Summit Stories Episode 8 – Elizabeth Mortensen Elizabeth Mortensen is the Marketing Director for Financial Strategy Group based in Arizona. Elizabeth is responsible for overall marketing strategy, brand management, and overseeing marketing programs. Her mission is to connect retirees and pre-retirees with the financial advisor who can help them build the custom retirement plan to…
Read MoreThe Perfect Storm: Why now is the best time to do education workshops
The Perfect Storm: Why now is the best time to do education workshops Prior to the Covid shutdown, digitally marketed events hosted at neutral venues led the financial advisor industry in popularity. With lower lead costs, higher net worth attendees and less competition, it’s clear why these were the preferred marketing method for advisors. Coming…
Read MoreSteep Summit Stories Episode 7 with John & Carl Zeidler
Summit Stories Episode 7 – John & Carl Zeidler In this episode of Summit Stories Founder & CEO Jonathan Musgrave speaks with John & Carl Zeidler. Jonathan, Carl, and John talk about a multitude of topics in this episode ranging from estate planning to working in smaller markets. Carl founded Wall Street Financial in 1988…
Read More6 Things Financial Advisors Should Know About YouTube Advertising
6 Things Financial Advisors Should Know About YouTube Advertising Most Steep clients know me as “The Facebook Guy.” Yes, we’ve spent 8 figures on Facebook traffic. Yes, we’ve generated hundreds of thousands of leads on the network. Yes, we’re Certified Marketing Partners and are Blueprint Certified. Yes, we lead the industry in lead generation and…
Read MoreSteep Summit Stories Episode 6 with Abe Abich
Summit Stories Episode 6 – Abe Abich, Founder of Abich Financial Services Abe is CEO and founder of Abich Financial Services (AFS). Abe founded AFS in 2008 and has nearly two decades of experience in financial services. He is a seasoned retirement income planning professional, a Certified Financial Fiduciary®, hosts the D.C. Metro Area Radio…
Read MoreMeasuring 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…
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