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, and builds confidence that allows us to scale. However, I’ve realized that a lot of advisors and marketers alike fail to…

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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 campaigns on Facebook and across the…

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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 is…

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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 the more difficult seminar…

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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 Siri and Alexa sit…

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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’ marketing whether through workshops, radio, or television. This might make you think that Social Security marketing is dead because you’re…

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