Top Marketing Programs for 2026: Mid-Year Update

Every financial advisor wants to know: what’s working best for marketing right now? Each quarter we rank and review our top performers to give you insight into which of our programs have the highest ROI, so you can incorporate them into your marketing strategy going forward.

If you’re new to Steep, or don’t look at our pricing often, it’s important to know that we rank our campaigns in relation to their targets. Each turn-key campaign comes with a target number of households we aim to register for that event, with targets ranging from 20 to 60 households depending on the size of campaign you order.

Watch this short video to gain valuable insight into the top performing marketing programs so far this year.

June 2026 Program Performance Rankings:

#5: Steep’s movie is performing at an average of 120% over target (and due to the size of movie events, advisors benefit from the highest volume of new leads per campaign!)

#4: Steep’s Retirement Tax program is averaging 126% over target (and is our most popular educational workshop)

#3: Steep’s Social Security program is returning an average of 131% over target (and the presentation has just recently been updated!)

#2: Steep’s Estate Planning program is crushing it, averaging 136% over target (and attracts the most affluent average attendee)

#1: and Steep’s Women’s Retirement program is dominating with an average of 151% over target (with the lowest price per attendee, and totally unsaturated markets!)