Marketing Fundamentals
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…
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
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 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 More6 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 first image to the last email the audience receives has a specific goal and job to do. Our methods are…
Read MoreCreating 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 surrounded by steep jagged cliffs. We quickly unpacked our fly rods and started casting in hopes to land some brook…
Read More3 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…
Read MoreWhy 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 them say countless times “I know I need to get on digital,” or just “I’m old school,” and they don’t…
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