• Ep. 12 - Movie Events with Calvin Goetz
    Mar 16 2026

    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

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    39 mins
  • Ep. 11 - Best Practices for Educational Workshops
    Mar 9 2026

    In Part Two of our educational workshop series, Jonathan and Chazz move from the why to the how, and break down the proven best practices that make these events achieve the highest ROI.

    From choosing the right venue and picking the best day and start time, to structuring multiple event dates and running an effective confirmation process, they share the tactical framework Steep has refined across thousands of campaigns.

    If you want your workshops to fill seats, attract the right prospects, and turn registrations into real appointments, this episode will give you the master blueprint. And keep sending in your questions, comments, and topics you’d like us to cover to podcast@steep.marketing – Thanks for listening!

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    18 mins
  • Ep. 10 - Educational Workshops 101
    Feb 26 2026

    Are educational workshops outdated… or are they the most overlooked growth strategy for advisors?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!

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    18 mins
  • Ep. 9 - How to Run Webinars That Actually Work
    Sep 15 2025

    Let's face it - many advisors struggle to unlock the full potential of webinars. In Part Two of our deep dive into the world of webinars for financial advisors, Jonathan and Chazz share how Steep can help you consistently fill your virtual rooms and turn registrations into real business, so you can avoid common pitfalls and finally host webinars that deliver the results you're looking for!

    And keep sending in your questions, comments, and topics you’d like us to cover to podcast@steep.marketing – Thanks for listening!

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    19 mins
  • Ep. 8 - Win New Business with Webinars
    Sep 5 2025

    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!

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    34 mins
  • Ep. 7 - How to Beat Market Saturation
    Jul 24 2025

    Jonathan and Chazz are back to tackle a problem every advisor faces eventually: market saturation. Tune in as they break down exactly what to do if you get stuck in a rut and your results start to dip, and perhaps more importantly, how to prevent it from happening in the first place!

    And keep sending in your questions, comments, and topics you’d like us to cover to podcast@steep.marketing – Thanks for listening!

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    23 mins
  • Ep. 6 - Movie Marketing, Part 2
    Jul 9 2025

    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!

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    14 mins
  • Ep. 5 - Movie Marketing, Part 1
    Jun 26 2025

    Ever wondered if there are alternatives to educational workshops and dinner seminars? Wonder no more! Jonathan and Chazz are here to tell you all about Movie Event Marketing - what it is, how it works, and how to leverage the movie that Steep made in 2024 that does (almost) all of the heavy lifting for you!

    And keep sending in your questions, comments, and topics you’d like us to cover to podcast@steep.marketing – Thanks for listening!

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    18 mins