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 the network. Yes, we’re Certified Marketing Partners and are Blueprint Certified. Yes, we lead the industry in lead generation and…

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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 the 2020 elections, Financial Advisors (and everyone using digital advertising) are wondering what the impact might be on their advertising…

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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 be a core part of their marketing, but many don’t know where to start. Still fewer have a specific plan…

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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 that you met them in? Nope – The #1 reasons people make the decision to choose a new financial advisor…

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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 puzzle and making appointments can make or break a campaign. Steep is based in Denver, Colorado, which is one of…

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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, email and social media the average person digests the equivalent of 174 newspapers worth of information EVERY DAY (source). Even…

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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, Facebook aggressively made moves with the intent of bolstering user’s confidence in the platform. Unsurprisingly, many of these changes directly…

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