FAQs
Frequently Asked Questions
How much does it cost to work with Steep?
Prices range from $3,400 for our smallest webinar package to $9,725 for our largest seminar package. Your Steep success coach can help you determine exactly which package and event size will best suit your growth goals and target revenue/clients closed.
How much lead time do you require?
Orders for both digital and direct mail campaigns must be submitted 40 days before your first event date. Faster turnaround times are sometimes available and will incur a rush fee.
Do you only work with financial advisors?
Yes, Steep only works with financial advisors who are seeking a dedicated marketing partner in order to scale their business through event marketing.
Do you guarantee that my event will be full?
We do not guarantee attendance and we do not offer refunds if your event is not full. However, we always aim to get as many individuals and households registered as possible to account for average rate of drop-off between registration and attendance.
Do I need my own seminar presentation?
Steep offers multiple turn-key presentations covering a variety of topics, written by advisors and approved by major compliance offices. If you have your own presentation, please discuss this with your Steep success coach.
Do you do custom marketing campaigns?
Yes, Steep can work with you to build an entirely custom presentation and/or campaign for a flat fee. Please contact a Steep success coach to discuss this further.
Is my brand featured on all the marketing you do for me?
Digital ads do not (due to space constraints) whereas all Landing Pages and Direct Mail pieces do feature an advisor’s image, name, brand, and disclosure.
How many years of experience does Steep have marketing for advisors?
Steep has been helping advisors scale their business since 2017. We have spent over $76M in ad spend and are considered the industry leaders in digital and direct mail advertising performance by hundreds of financial advisors.
Are you a certified Facebook marketing partner?
Yes, we are!
Does Steep have long-term contracts?
We do not utilize contracts and there is no long-term commitment required to work with Steep or plan out your marketing with a Steep success coach. If you choose to build out a Marketing Strategy Plan with your coach, you are eligible for a discount on all campaigns represented in that plan, and you may cancel that plan at any time without penalty.
Are there hidden fees?
We have fees, but they aren’t hidden. Rush fees are $250-$500, our Change fee is $500, and our Cancellation fee is $500.