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 [email protected]. Thanks for listening!

Do movie events actually work, or are they simply more trouble than they’re worth? In this episode, Jonathan sits down with Joel Johnson and team at Johnson Brunetti, who have already run 25+ Steep movie events across multiple markets. They break down what it really looks like behind the scenes, from early challenges and missed opportunities, to the systems they built around collecting data, controlling event flow, and booking appointments at scale. If you’ve been skeptical of movie marketing, this is a candid look at how one team made it work — and what it actually takes. Thanks for listening! Keep sending in your questions, comments, and topics you’d like us to cover to [email protected]

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 [email protected]

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 [email protected] – Thanks for listening!

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 [email protected] – Thanks for listening!

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 [email protected] – 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 [email protected] – Thanks for listening!

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 [email protected] – 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 [email protected]!

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 [email protected] – Thanks for listening!

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 [email protected] – Thanks for listening!

Many advisors hate direct mail because of the poor ROI compared to other channels. But it turns out, there may be some glaring issues with your campaigns and your mailers that are contributing to low response rates! Jonathan and Chazz are back with another in-depth look at all things Direct Mail, and how Steep is bringing a fresh perspective to the industry. And keep sending in your questions, comments, and topics you’d like us to cover to [email protected] – Thanks for listening!

Jonathan and Chazz take on 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 [email protected] – Thanks for listening!

Jonathan and Chazz kick off the very first episode of Advisor to Advisor with a discussion about the recent changes Facebook has made to the way Financial Advisors can market on the platform, what "Special Ad Categories" are, and what this means for Facebook marketing in 2025 and beyond. And keep sending in your questions, comments, and topics you’d like us to cover to [email protected] – Thanks for listening!