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…

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Steep 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.…

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Steep 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…

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Steep 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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Steep 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…

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Steep 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…

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An 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…

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The 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…

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