Marketing Insights
Steep Digital Marketing Blog
What Financial Advisors Need to Know about Apple i OS14 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,...
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...
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...
What Every Financial Advisor Should Know About Facebook in 2020
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...
Steep’s Top 13 Books Every Financial Advisor Should Read In 2020
We’ve nearly done it. Another year hurtling around the sun at 67,000 mph. No, really, I checked. That’s how fast the Earth is revolving around the sun right now. So, as we are set to...
Lifecycle Marketing
Do you know the #1 reason people choose you to be their financial advisor after their seminar is? Is it how sharp you dressed? How polished your presentation was? How nice the room was that...
Converting Attendees to Appointments
Running 200+ campaigns/month we hear a lot of feedback about what’s working and what isn’t. We’re no strangers to the fact that hosting a seminar is only a piece of the puzzle and making appointments...
Transparency in Digital Marketing
We’ve all heard people refer to our point in time as “the information age.” It’s true, our generation has unprecedented access to information. Researchers estimate that between television, radio, the internet, email and social media...
6 Essential Building Blocks To A Facebook Campaign That Converts
Whenever we create a Facebook ad campaign for financial advisors, there are certain ingredients that we build into every single event campaign. It’s all interconnected, it flows together. All good things. Everything from the very...
Creating Resonance: The Marketing Triangle (with a twist)
The word resonance evokes a vivid picture in my mind. A few years ago, I was backpacking in the Gore Range of the Colorado Rockies when my brother and I happened upon a glacier lake...
3 Reasons Why Social Security Marketing Isn’t Dead
If you’ve been in the insurance and financial services industry at any time in the last 10 years (or more) you know that Social Security marketing has been the bread and butter for many advisors’...
Why Every Financial Advisor Needs To Use Facebook Ads In Their Marketing
I haven’t been in the industry as long as some others, but my unique experience has made my 8-ish years more like dog years. In talking with hundreds of advisors over my career, I've heard...
Facebook Changes: How will you be impacted?
Earlier this year, Facebook was confronted about data privacy issues in an episode many are calling “The Cambridge Analytica Scandal” (my unsolicited opinion). In the weeks that followed, Facebook aggressively made moves with the intent...
6 Reasons Your Seminar Venue Matters (a lot!)
Whether you’re just getting to know Steep or have worked with us for a long time, you know by now that we’re BIG proponents of using neutral venues for the workshops we promote. Ever wonder...
3 Reasons Specificity Drives Conversions in Digital Marketing
We’ve all heard the cliché of taking a “shotgun” approach to marketing: rather than talking specifically about a single topic, we throw out a variety of subjects hoping that one of them will resonate with...
