Seminar Marketing

Fill Your Seminars With Quality Leads.

People use social media for one of two reasons: to be educated or to be entertained. After running thousands of workshops and spending millions of dollars analyzing web traffic, we have found the seminars that draw the most attention are presented in colleges and libraries and follow an educational format.

Do you run dinner seminars? We’ve got a plan for you, too. Different campaigns mean implementing different design tactics that drive people to register, but we will always be candid with you based on our experience of what works and what doesn’t.


Steep’s 3-Step
Seminar Marketing Plan

Every prospect goes through three essential steps on their path to becoming your next satisfied client.

01. Traffic

Humans have a goldfish-sized attention span, so we use thumb-stopping images and compelling copy that are designed to grab the attention of your prospects as they scroll through their social feeds. 

02. Conversion

Persuading someone to change their behavior is a critical part of the marketing process. Each customized landing page uses intentional design, color and copy to influence your ideal audience into taking action.

03. Confirmation

Good leads are only worth it if they engage with your message. Using a combo of enterprise-level automation tech and confirmation postcards, we will send personalized messages to turn your leads into event attendees. 

Perks of Working With Steep


Build brand recognition in your market. With customization on every landing page, email and text message, your prospects have full transparency and you get to showcase your brand.

Flat-Rate Pricing

Our unique flat-rate pricing puts you in control of your budget and rewards you with free leads when your campaign performs well.

Widest Choices for Content

Choose from the industry’s largest library of seminar and webinar content so you can vary your messaging depending on your practice’s goals and focus.

Flexible Campaigns

From venues to topics, you’re in control of every facet of your campaign, ensuring your marketing aligns with your goals.

Semi-Custom Content

Don’t see a program that works for your niche? We’ve got you covered there, too. We can create custom marketing assets to fit your unique presentation and message.


Our educational workshop format gets you in front of the right clients for the right reasons, positions you as an industry leader and separates you from your competition.

Two-Way Transparency

Your prospects know who you are, and you know who your prospects are before the event begins. Get access to the leads you paid for in real time with no games.

Industry Experience

We use our digital marketing expertise and decades of industry experience to get you in front of the types of prospect you want.

Territory Exclusivity

Since we never market the same program in one market at the same time, you can maintain control of your exclusive territory and keep your competition out.

How to Maximize Your Marketing Investment

Plan with confidence knowing exactly how much your marketing will cost.


Our best seminar and webinar discount program is designed to provide a full marketing plan at a flat monthly price with additional exclusive perks.



Loyalty Discounts

Available to every client on every program with no upfront, long-term commitment. Discounts are automatically applied to your campaigns every time you qualify.


Turnkey Content That Converts

Many of our campaign presentations have been written by high-producing advisors in the field and are designed to convert. These aren’t boring academic presentations but compelling content that speaks to the hurdles you can help the audience overcome. Paired with content written by professional copywriters with over 10 years of industry experience, you know the content we use to advertise your event will be rock solid.

Claim Plan

  • Designed to target those preparing to retire
  • Covers advanced claiming strategies
  • Highly relevant topic to target demographics every year

Estate Planning & You

  • Designed to target people with a high net worth
  • Covers IRAs and 401(k)s
  • SECURE Act updates

Federal Retirement Network

  • Focuses on tax and retirement issues for federal employees
  • Targets men and women ages 55 and over who have worked for the federal government

Medicare Compass

  • Focuses on all aspects of Medicare
  • Targets both men and women ages 65 and older

Retire Right

  • Focuses on RMDs and taxes
  • SECURE Act updates

Retire Wiser

  • Custom content
  • Income planning
  • SECURE Act updates

Easy College Planning

  • Focuses on how to avoid common planning mistakes and pay tuition without using retirement accounts 
  • Targets parents of high-school aged students

Smart Retirement Tax

  • Designed to target people with a high net worth
  • Covers IRAs and current tax topics
  • SECURE Act updates

Women’s Retirement Roadmap

  • Designed to target women with a high net worth
  • Covers unique retirement challenges specific to women

Download Seminar Content Catalog

Get details on all of our current turnkey seminar offerings.



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