Movie Marketing – Part One

What if you could generate more leads, fill bigger rooms, and take the pressure off your presentation—all while delivering a high-end experience that actually excites prospects?

In this episode of Advisor to Advisor, Chazz and Jonathan unpack one of the fastest-growing strategies in advisor marketing today: movie events.

What started as an off-the-cuff conversation with an advisor has quickly evolved into a top-performing campaign strategy used by thousands of financial professionals nationwide. And now, nearly half of Steep’s campaign volume comes from movie marketing.

In this episode, you’ll learn:

• What movie marketing actually is and how it compares to traditional dinner seminars or educational workshops
• Why this format consistently drives higher registration numbers—and why attendance rates tend to outperform expectations
• How these events are structured from start to finish, including what advisors are expected to do before, during, and after the showing
• How Steep developed its own custom-produced film tailored specifically for the retirement conversation, featuring some of the industry’s top thought leaders
• Why this type of content resonates deeply with 55+ prospects, especially those facing emotional or psychological hesitation about retirement planning
• Real-world performance stats from over 600 showings and 145,000+ attendees, with individual advisors closing six- and seven-figure cases directly from these events
• Why repetition matters—and how the built-in consistency of the format helps eliminate advisor performance fatigue while increasing ROI

This isn’t just another flashy marketing trend. It’s a cinematic, story-driven approach to lead generation that positions advisors as the trusted guide in a compelling retirement journey.

If you’ve been curious about how to elevate your events, fill bigger rooms, or just try something new that actually works, then this episode is for you!