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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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Steep’s Top 13 Books Every Financial Advisor Should Read

Steep’s Top 13 Books Every Financial Advisor Should Read 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...
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Lifecycle Marketing

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...
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Converting Attendees to Appointments

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...
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Transparency in Digital Marketing

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,...
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6 Essential Building Blocks To A Facebook Campaign That Converts

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,...
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Creating Resonance: The Marketing Triangle (with a twist)

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...
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3 Reasons Why Social Security Marketing Isn’t Dead

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...
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Why Every Financial Advisor Needs To Use Facebook Ads In Their Marketing

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...
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Facebook Changes: How will you be impacted?

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,...
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6 Reasons Your Seminar Venue Matters (a lot!)

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...
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3 Reasons Specificity Drives Conversions in Digital Marketing

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...
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The “Secret” to High Converting Seminars

The “Secret” to High Converting Seminars If you haven’t noticed from our high-altitude branding yet, we’re proud to be a Colorado company. It’s crazy to look west from the Denver area and see the vast...
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Persuasion: How the Power of Language Fills Seminars

Persuasion: How the Power of Language Fills Seminars The power of language is an amazing tool. We rarely give a second thought to the language and copy we see in commercials or on the news,...
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