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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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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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 venues for the workshops we promote. Ever wonder why? In this post, I’ll be diving deep into 6 reasons I believe neutral, educational venues are a big part…

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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 hoping that one of them will resonate with our audience. While there’s some merit to the shotgun approach in certain circumstances, specificity can massively improve response rates with…

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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 array of mountains spanning the front range and think that we’re lucky enough to call this place home. On a clear day (and we have more…

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