Get Started With Steep
Explore Steep’s complete event marketing system, including seminars, webinars, and movie events — designed for firms ready to take their growth strategy to the next level.
Explore your Options
Workshops
Reimagined for Today’s Advisor
Best Fit
Why Advisors use workshops
- Attract a different pool of prospects who won’t attend dinner seminars
- Create a scaling strategy to host more events without sending more mail
- Generate better sales metrics with more affluent prospects who are more likely to keep their appointments
Why Advisors use seminars
- Targeted marketing that reaches your ideal prospect with precision and accuracy
- A foundational marketing approach used by 95% of top producing advisors
- Experiential events that leverage reciprocity as a powerful conversion tool
Why Advisors use webinars
- Automated events that works for you while you run your practice
- Scalable way to market more without spending your time presenting
- No geographic constraints to reach more people in more markets
Why Advisors use movies
- Stand out with a unique event format prospects haven’t ever been invited
- Generate 3X more leads than traditional seminars for the same investment
- Scale efficiently, hosting large groups in a single event without additional advisor presentation time
Why Workshops
Why workshops work better with Steep
Fully Customized, Transparent Marketing
Every Steep campaign is fully customized for your firm — your name, credentials, biography, and brand are featured prominently — so prospects know who’s presenting and arrive engaged before the event begins.
Cutting-Edge Marketing Optimization
Your workshops are powered by 50+ ad creatives, three landing page variants, and daily optimization— maximizing lead volume while continuously driving down cost per registration.
Proven Performance at National Scale
As a Meta Certified Partner managing $75M+ in ad spend (top 4% of U.S. advertisers), Steep brings data, insight, and optimization learnings that smaller, advisor-only vendors simply don’t have access to — and our flat-fee campaign model means we’re incentivized to outperform, not cap results. Last year alone, we delivered 120% of lead targets at no additional cost to advisors.
Turnkey Presentations Designed to Convert
Advisors gain access to four turnkey educational workshop presentations, co-authored with top-producing advisors — built to educate credibly and transition naturally into high-quality post-event conversations.
Pricing
Turnkey Workshop Pricing
Compare pricing across both program tiers, switch between single-campaign and Marketing Strategy Plan pricing, and instantly estimate potential first-year revenue.
Build your campaign
What’s included
Core Topics
- Social Security Blueprint
- Women’s Retirement Roadmap
Premium Topics
- Smart Retirement Tax
- Estate Planning & You
The Proof
A Legacy of Event Marketing Performance
0+
Events Filled0+
Leads Generated0%
Over TargetFAQs
What does Steep do to maximize attendance after people sign up?
Every Steep campaign includes automated confirmation texts, emails, and calendar reminders. These communications keep your event front of mind and increase attendance. For maximum results we strongly encourage confirmation phone calls. We provide confirmation call instructions to your team if you elect to do them in house, or you can purchase confirmation calls from us for your events.
How much does this cost, and how does it compare to my current vendor?
Use the pricing calculator on this page to dial in the exact cost of your Steep marketing campaign. Our flat-rate campaigns are generally less expensive than pay-per-attendee models, and our volume-based Marketing Strategy Plan pricing rewards consistency with discounts.
How does compliance approval work with my Broker Dealer or RIA?
Our turnkey marketing assets have been reviewed and approved by hundreds of compliance resources and rarely require any changes. Because every Steep campaign includes customization, we’re happy to make any requested changes.
What kinds of discounts are available for offices that market at scale?
Our Marketing Strategy Plan discount program rewards you as long as you plan at least 4 events with Steep. These can be a combination of workshops, movies, or seminar campaigns allowing you to customize your discounted package.
Can Steep promote other seminar topics, or only the turnkey workshops?
Yes, in addition to our four turnkey seminars, we also offer a semi-custom workshop platform, Your Retirement Workshops. This brand is ideal for advisors who have their own workshop content that’s different than our out-of-the box offerings. There is a one-time $2,000 customization fee for the initial build of landing pages and ads. Custom campaigns use our Tier 2 pricing.
Will Steep market events for my competitors in the same market?
No, we actively manage all territories to ensure no two campaigns overlap with one another. You have first -right-of-refusal to renew your marketing territory by scheduling your next event date within 45 days of your completed campaign. During the sales process we can place a 7 day hold on a territory to reserve it for you initially as you finalize your marketing plans.
Resources
Seminar Replay
Maximize your workshop by delivering your message to every lead – whether they attend or not.
Recommended Venues
Your venue is the biggest factor in your workshop performance. Choose the perfect venue with this helpful guide.
Content Partnership
Every Steep turnkey workshop includes a presentation co-created with top advisors. Learn about our Tax Masterclass Content Partnership
Turnkey Presentations
Get a preview of the turnkey presentations we provide for your seminar and webinar campaigns.
Best Practices
Follow the proven path to the highest converting workshops with our Seminar Best Practices.
KPIs
See industry benchmarks and measure your performance with our Key Performance Indicators guide.
Marketing Calendar
Plan your seminars on the perfect dates and avoid problematic conflicts with our 2026 Marketing Calendar.
Seminars
A proven model, modernized
Best Fit
Why Advisors use seminars
- Highly targeted outreach to affluent retirees willing to attend in person
- A proven client acquisition model used by many top advisors as a growth foundation
- Trust built through shared experience, combining education, conversation, and comfort
- Familiar, comfortable, and reliable — making it easy to host and convert attendees
Why Seminars
Why seminars work better with Steep
Better Data for Higher-Quality Rooms
Steep uses first-party data enriched with AI to precisely target affluent households — avoiding the outdated third-party lists many direct mail houses still rely on. In an independent study, Steep Wealth Blend produced more affluent prospects than traditional Income-Producing Assets lists.
Custom Creative That Sustains Response
Every dinner seminar mailer is custom-designed for your brand, audience, venue, and presentation — with no templates and no recycled creative. This approach protects you from market saturation and helps your invitations stand out from the cookie-cutter designs prospects see from other advisors.
Faster, Frictionless Registration
Steep re-engineered the signup process with Rapid Registration. Whether prospects register online or speak with our 24/7 U.S.-based call team, registration is completed up to 60% faster — creating a better first impression and reducing reservation call costs.
AI-Powered Insights on Every Lead
Every dinner seminar lead is enriched with Catchlight data at no additional cost. This provides deeper visibility into attendee profiles, allowing advisors to qualify prospects in advance, plan seating strategically, and deliver a true white-glove experience to their highest-value attendees.
Pricing
Direct Mail Pricing
Compare two mailer formats, adjust quantity, switch between standard and Marketing Strategy Plan pricing, and estimate potential first-year revenue.
Please note: In select states, sales tax must be charged on non-postage line items.
What’s included
Self-Mailer
Our most popular and responsive design
Wedding Style
Upscale invitation with envelope
The Proof
A Legacy of Event Marketing Performance
0+
Events Filled0+
Leads Generated0%
Over TargetFAQs
Does Steep offer volume-based pricing for larger mail quantities?
Yes, we offer discounts in two ways. First, any combination of 4 or more events planned at once qualify for Marketing Strategy Plan volume discount. Additionally, we offer breakpoints at specific quantities. We offer more breakpoints than any other vendor in our space saving hundreds of offices on their large quantity campaigns they won’t get anywhere else.
Why does Steep redesign every mailer instead of reusing what works?
The #1 threat to direct mail response rate is saturation. The biggest contributing factor to saturation is sending the same mailer to the same prospects over again. Many other direct mail companies not only send the same design for a single advisor repeatedly; they also often use the same template for multiple different offices. Our customized artwork not only differentiates your brand from other advisors using canned designs, but it also helps your response rate stay steady over time. Our goal is for your 10th mailer to perform just as well as your first mailer.
Will I still benefit from Catchlight if I already have my own account?
Yes! Even existing Catchlight subscribers will benefit with Steep’s direct integration. Your Steep leads will not incur costs to you through your existing subscription, and you’ll have enrichments on all your Steep leads – not just the ones you manually enter yourself.
Why is Steep Wealth Blend better than Income-Producing Assets (IPA)?
Income Producing Assets is an educated guess about someone’s assets. An algorithm analyzes things like age, income, length of residence, credit score, and other factors to arrive at an estimated IPA value. Steep Wealth Blend is based only on verified first-party data. Our approach not only uses more validated data; it also is less expensive than IPA data.
Does Steep offer different formats of dinner seminar mailers?
Yes, we offer a variety of different mailer formats. Our most popular and cost-effective mailer is the Self Mailer, but we also offer multi-page pamphlets, postcards, and wedding-style mailers. Check out the calculator to see all our mailer format options.
Is Steep new to direct mail marketing?
While our team has more than 20 years of experience with direct mail marketing, it is a newer platform at Steep – launched in 2024. We believe the combination of both experience and a new digital-first take on direct mail helps us to offer a unique and fresh look at direct mail marketing.
Resources
Direct Mail Samples
Get a preview of your own customized direct mail campaign by seeing some of our highest converting samples.
Best Practices
Follow the proven path to the highest converting direct mail seminars with our Seminar Best Practices
KPIs
See industry benchmarks and measure your performance with our Key Performance Indicators guide.
Marketing Calendar
Plan your seminars on the perfect dates and avoid problematic conflicts with our 2026 Marketing Calendar.
Webinars
Scalable Education Without Geographic Limits
Best Fit
Why Advisors Use Webinars
- Automated and efficient, allowing advisors to present once and market continuously
- No geographic constraints, reaching qualified prospects across cities, states, or time zones
- Flexible and fast to launch, with no venue logistics or scheduling bottlenecks
- Scalable by design, supporting growth without capacity limits or incremental overhead
Why Webinars
Why webinars work better with Steep
Industry-Leading Attendance Rates
The national average attendance rate from cold traffic to live webinar attendance is approximately 16%. Steep webinars average 40% attendance, driven by a purpose-built approach to paid traffic, timing, and reminder strategy — resulting in significantly more live attendees than advisors typically see with standard webinar vendors.
Live or Automated — Built Around Your Goals
Many webinar providers take a one-size-fits-all approach. Steep supports both live and automated webinars, giving advisors the flexibility to choose the format that best fits their schedule, market, and growth strategy.
Frictionless Technology, Fully Included
Steep’s webinar software is included at no additional cost and runs directly in a web browser on any device. Prospects don’t need to download software or use a specific platform, removing common technical barriers that reduce attendance and engagement.
End-to-End Performance Visibility
Steep automatically sends webinar replays to all non-attendees, increasing total content views beyond the live event. All registration, attendance, and engagement data — live and replay — is captured inside Trailmap, giving advisors full visibility into performance without managing multiple tools.
Turnkey Presentations Designed to Convert
Advisors gain access to the same four turnkey educational seminar presentations used in Steep’s live events — co-authored with top-producing advisors and optimized for webinars. These presentations are designed to educate credibly and transition naturally into high-quality follow-up conversations.
Pricing
Turnkey Webinar Pricing
Compare pricing across program tiers and instantly estimate potential first-year revenue based on projected performance.
Build your campaign
What’s included
Core Topics
- Social Security Blueprint
- Women’s Retirement Roadmap
Premium Topics
- Smart Retirement Tax
- Estate Planning & You
The Proof
A Legacy of Event Marketing Performance
0+
Events Filled0+
Leads Generated0%
Over TargetFAQs
I’ve never done webinars before — can Steep help me get ready?
Yes! Our Success Coaches are way more than salespeople. They’ve got a wealth of experience in webinar marketing and a specific coaching process to ensure you’re ready for your event. Before you ever market a webinar, we’ll ensure you understand the proven process for achieving webinar success.
Should I run my webinar live or automated
Ultimately the decision is up to you. Most of our webinars are automated or pre-recorded. This helps advisors maximize their time without presenting live on the webinar and simplifies the event execution. We’re here to help you make any webinar a success – live or automated.
Do I need special software or equipment to record my webinar?
No, you can record your webinar on any platform you prefer. Many advisors record on their Zoom accounts and send us the recording. You can also use our Easy Webinar application to record. Some offices even edit their recording themselves and send us a polished webinar-ready video file.
Should I market my webinar locally or to a larger geographic area?
Choosing where you market your webinar often time depends on how you wish to host your ensuing sales appointments. If you intend to meet people in person, you’ll need to market to an area within driving distance of your office. If you want to host virtual sales meeting, you can market to any geography you choose. Generally, the larger the geography you market to, the more leads you’ll get, but ultimately your desired sale process should inform this decision.
How do advisors typically convert webinar attendees into appointments?
The call to action on your webinar should be an online scheduling link for a short introduction meeting. Most advisors use Calendly or another similar tool to schedule 30-minute discovery meetings. Following this process makes the call to action seamless on the webinar.
What performance benchmarks should I expect from webinars?
The main KPIs to pay attention to are attendance rate and appointment set rate. We usually see attendance rates around 40% (30-50% range), and appointment rates around 30% (20-50% range).
How long should my webinar be for best results?
Webinar presentations should be between 30-50 minutes. Often the sweet spot is right around 45 minutes.
What webinar platform does Steep use?
We use Easy Webinar as our webinar platform. This software is easy to use, runs on any browser, and doesn’t require any software downloads to host or join. We’ll set up and configure Easy Webinar for you to make hosting your webinar easy.
Will Steep market events for my competitors in the same market?
No, we actively manage all territories to ensure no two campaigns overlap with one another. You have first -right-of-refusal to renew your marketing territory by scheduling your next event date within 45 days of your completed campaign. During the sales process we can place a 7 day hold on a territory to reserve it for you initially as you finalize your marketing plans.
Resources
Webinar Checklist
Prepare for every aspect of your Steep webinar with this detailed Webinar Planning Checklist.
Best Practices
Follow the proven path to the highest converting workshops with our Seminar Best Practices.
KPIs
See industry benchmarks and measure your performance with our Key Performance Indicators guide.
Turnkey Presentations
Get a preview of the turnkey presentations we provide for your seminar and webinar campaigns.
Marketing Calendar
Plan your seminars on the perfect dates and avoid problematic conflicts with our 2026 Marketing Calendar.
Movies
A Category Steep Created
Best Fit
Why Advisors Use Movie Events
- Stand out with a unique, experience-driven event format prospects haven’t ever been invited
- Generate up to 300% more leads than traditional seminars for the same marketing investment
- Scale efficiently, hosting large groups in a single event without additional advisor presentation time
- Create a memorable first impression that builds familiarity and goodwill before any sales conversation
Why Movies
Why movie events work better with Steep
The Original — and Still the Only — Movie Marketing System
Steep invented the movie marketing category for financial advisors. There are no comparable programs and no competing systems — because this format was designed, produced, and refined by Steep from the ground up as a new way to market financial advice.
Financial Education People Actually Want to Watch
Unlike traditional presentations, movie events deliver serious financial education through a professionally produced, story-driven documentary. Prospects stay engaged because the content is entertaining, emotional, and easy to consume — not because they feel obligated to sit through a sales pitch.
Credibility Through World-Class Experts
The film features respected experts in retirement income, planning, and policy — allowing advisors to borrow credibility from trusted voices in the industry. You’re not just sharing opinions; you’re aligning your firm with recognized authorities who reinforce the message.
A Story That Sets Up the Perfect Conversation
The movie centers on a core issue advisors already want to discuss: why most Americans lack an income plan and how that impacts retirement success. It naturally introduces topics like taxes, income, market volatility, and planning — priming prospects for follow-up conversations that fit seamlessly into your existing sales process.
Scales Without Adding Advisor Work
Movie events allow advisors to host large audiences in a single evening while the film delivers the heavy lifting. Advisors introduce the event, then focus their time where it matters most — meaningful follow-up conversations.
Pricing
Movie Event Pricing
Compare package pricing, switch between standard and Marketing Strategy Plan pricing, and estimate potential first-year revenue based on projected attendee performance.
Select package
What’s included
Medium Package
Designed for projected attendance up to 75 guests, including required movie licensing.
The Proof
A Legacy of Event Marketing Performance
0+
Events Filled0+
Leads Generated0%
Over TargetFAQs
Is this really a marketing program, or just a movie screening?
Movie marketing is a new, but powerful seminar alternative for financial advisors. In fact your next client is 3x more likely to attend a movie event than any other kind of financial seminar. Our proven process makes it easy for you to turn this new event format into profitable leads for your practice.
How does a movie event actually lead to appointments?
Appointment setting at theater events is similar to what you’re probably already doing at your seminars. Our hosts speak for 5-10 minutes after the movie has ended with a call to action to meet with an advisor. Most hosts are able to schedule more appointments at a single movie showing than they would at a traditional seminar event.
Will prospects take this seriously, or see it as entertainment?
The atmosphere at a theater is more casual than a typical theater, but that actually helps prospects feel at ease and is conducive for appointment setting. Most prospects haven’t ever attended an event like this before, so they come in without defenses and are very open to the call to action.
What role does the advisor play during the event?
Advisors have less face time and presenter responsibilities at movies than other event formats, but their presence is still important at movie events. They open and close the event with some simple remarks and calls to action. Most hosts tell us running a movie is easier than a regular seminar. Be sure to check out The Complete Guide to Movie Marketing under the resources tab for more details on hosting your first event.
Is this compliant with broker-dealer or RIA requirements?
Our film has been reviewed and approved by hundreds of compliance offices. The easiest way to get their initial review is to share the free streaming code with them located in the resources tab on this page.
Who are movie events best suited for?
Movie events attract affluent people near or already in retirement similar to other workshop formats. This program is ideal for advisors who want to scale their marketing, have tapped out how many seminars they can do, or simply want to stand out from the crowd of other advisors who are doing the same thing.
How many people typically attend a movie event?
We offer 2 sizes of events. A medium campaign usually draws 45-75 attendees, while a large campaign draws 75-100 attendees.
Is this a one-time novelty, or something that can be repeated?
Having marketed movies for more than 4 years, we’ve proven that movie marketing has staying power. Our most successful clients usually run a movie every 60-90 days per marketing zone – 4 to 6 events per year. Marketing at this interval helps to avoid saturation and keeps response rates strong.
I’ve never hosted a movie event before — how do I prepare for success?
You’re not alone. Movie marketing is new for most of our clients. That’s why we created The Complete Guide to Movie Marketing. It includes a step-by-step guide for you and your team to follow to prepare for your first movie. Access it from the Resources tab below on this page.
Will Steep market events for my competitors in the same market?
No, we actively manage all territories to ensure no two campaigns overlap with one another. You have first -right-of-refusal to renew your marketing territory by scheduling your next event date within 45 days of your completed campaign. During the sales process we can place a 7 day hold on a territory to reserve it for you initially as you finalize your marketing plans.
Resources
Free Movie Streaming Code
Watch Steep’s self-produced, MPA rated, documentary-style film, The Psychology of Retirement (Promo Code: STEEPFREE).
Complete Guide to Movie Marketing
Prepare for your movie event with our comprehensive guide to movie marketing.
KPIs
See industry benchmarks and measure your performance with our Key Performance Indicators guide.
Marketing Calendar
Plan your seminars on the perfect dates and avoid problematic conflicts with our 2026 Marketing Calendar.
Three more reasons to choose Steep
Your AI Powered Marketing Command Center
Trailmap
- 1
Track every registration, attendee, appointment, and campaign in one centralized platform built specifically for advisor event marketing.
- 2
Automatically enrich every lead with Catchlight AI data, giving you deeper insight into who’s registering before the event begins.
- 3
Monitor webinar views, replay engagement, seminar attendance, and campaign ROI without logging into multiple systems.
- 4
Streamline your entire event workflow — from registrations and reminders to reporting and follow-up — inside a single dashboard.
Bring structure, foresight, and expert strategy to your marketing
Marketing Strategy Plan
- 1
Build a real marketing system by planning multiple campaigns across the year instead of running disconnected one-off events.
- 2
Unlock volume discounts and preferred pricing when you map out a long-term growth strategy.
- 3
Work alongside a Steep strategist to map out campaign timing, event mix, and marketing priorities for your firm.
- 4
Create more consistent lead flow and long-term market momentum with a structured annual marketing plan.
Enrich every lead with deep consumer insights directly in Trailmap for free
Catchlight
- 1
Every Steep lead is automatically enriched with Catchlight AI data at no additional cost to you.
- 2
Identify higher-value prospects before the event using household-level financial insights and behavioral indicators.
- 3
Prioritize your follow-up strategy by understanding which attendees are most likely to become clients.
- 4
Use AI-powered lead intelligence to create smarter seating charts, stronger appointments, and more informed conversations.
Let’s Get Started
After you sign up our team will:
Create your Trailmap account
Schedule Your Onboarding
By completing this form, you are not committing to a campaign, and you are not incurring any charges. This is simply your way to let us know you're ready to start with Steep. We'll cover all the details in our onboarding call.
Still Have Questions?
If you’d like help finalizing your plans or talking through which programs make the most sense, you can book a quick call with your Success Coach.
These calls are designed to answer remaining questions — not restart the sales process.
