Digital Marketing News & Trends
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, this time it’s Apple – the company that makes more mobile devices than anyone else on the planet. The tendency…
Read MoreThe 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…
Read MoreWhat 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 many don’t know where to start. Still fewer have a specific plan designed to help them make social media a…
Read MoreSteep’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 begin another revolution around the sun, we put together the top 13 books for you to read in 2020 that…
Read MoreLifecycle 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 you met them in? Nope – The #1 reasons people make the decision to choose a new financial advisor is…
Read MoreConverting 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 can make or break a campaign. Steep is based in Denver, Colorado, which is one of the more difficult seminar…
Read MoreTransparency 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 the average person digests the equivalent of 174 newspapers worth of information EVERY DAY (source). Even Siri and Alexa sit…
Read MoreFacebook 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 of bolstering user’s confidence in the platform. Unsurprisingly, many of these changes directly impacted their advertising platform. After an initial…
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