Advisor to Advisor: The Best Financial Advisor Marketing Podcast

In this special episode, Jonathan sits down with David Brooks of Retire SMART to unpack how his team has turned Steep movie events into a serious and scalable marketing funnel that’s consistently bringing in top-tier results. If you’re considering movie events – or you’ve tried them once and weren’t sure how to judge the results – this conversation will help you think beyond attendance and start building a real conversion system. David shares candidly about what his team has learned including why your first event should start with clients, how to set the right educational tone, why the follow-up process matters so much, and how movie leads can convert months later when they’re nurtured correctly. And keep sending in your questions, comments, and topics you’d like us to cover to podcast@steep.marketing. Thanks for listening!

What do movie events actually look like in the real world? Especially when they’re running well and resulting in sky-high ROI? In this special episode, Jonathan sits down with Calvin Goetz to talk through what he’s learned from running Steep movie events in the Phoenix market — from handling hundreds of registrations and improving confirmations, to structuring the in-theater experience and turning attendees into real appointments. If you’ve been curious about movie event marketing and want practical insight from an advisor actually doing it, this episode is packed with real-world takeaways, process tweaks, and lessons learned. Thanks for listening! Keep sending in your questions, comments, and topics you’d like us to cover to podcast@steep.marketing

Are educational workshops outdated… or are they the most overlooked growth strategy for advisors? In this episode, Jonathan and Chazz unpack the "why" behind educational seminars, and how digital marketing can lower costs, improve show rates, and attracting more intentional prospects than traditional dinner events. If you’re maxed out on seminars, tired of steakhouse fatigue, or looking for a smarter way to scale, this episode will give you a fresh perspective. And keep sending in your questions, comments, and topics you’d like us to cover to podcast@steep.marketing – Thanks for listening!

Jonathan and Chazz break down why webinars have quickly become one of the most powerful tools for financial advisors to generate leads and grow their practice. Tune in to learn how advisors are reaching new audiences and converting attendees into clients, as well as 4 reasons why you should NOT do webinars - the list might surprise you! And keep sending in your questions, comments, and topics you’d like us to cover to podcast@steep.marketing – Thanks for listening!

Jonathan and Chazz are back to share 9 reasons why movie event marketing is the best way for financial advisors to accelerate their marketing and lead gen efforts, and stand out from the competition! And be sure to send your questions, comments, and topics you’d like us to cover to podcast@steepdigital.com!

Wondering whether you should still keep marketing during the summer and winter months? Jonathan and Chazz are back to talk through how both digital campaigns and direct mail campaigns perform differently during seasonal lulls, and help you decide if it’s worth your time or not! And keep sending in your questions, comments, and topics you’d like us to cover to podcast@steep.marketing – Thanks for listening!

Jonathan and Chazz take on the the task of helping advisors answer the question: Which is Better - Digital or Direct Mail? And the answer is... it depends! Tune in to find out which channel you should (and shouldn’t) be leveraging in order to find the best leads for your events. And keep sending in your questions, comments, and topics you’d like us to cover to podcast@steep.marketing – Thanks for listening!