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Steep 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...
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The 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...
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Steep 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...
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6 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...
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Steep 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...
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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,...
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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...
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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...
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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...
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What Financial Advisors Need to Know about Apple iOS 14 and Facebook Ads

What 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...
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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...
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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....
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An Advisor’s Guide to the Best Webinar Equipment

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...
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The 2020 Election & Facebook Marketing

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...
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What Every Financial Advisor Should Know About Facebook

What 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...
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