Webinars
Take Your Seminars Online Without Losing the Personal Touch
Webinars combine the power of digital automation with the connection of live events — giving you reach, freedom, and results that scale.
Advisors everywhere are discovering webinars as a new frontier for client acquisition — one that breaks the limits of time, geography, and logistics.
Why Webinars Work
Automation & Freedom
Present once, automate forever. Save travel and setup time while your marketing runs 24/7.
No Geographic Limits
Reach qualified prospects anywhere — across cities, states, or even time zones.
Flexibility & Speed
No venue logistics or scheduling bottlenecks. Launch faster and adjust campaigns easily.
Scalable Growth
Host 20 or 200 people with no venue capacity limits. Perfect for ambitious, growth-minded firms.
Future-Focused Marketing
Meet clients where they already are: online. Webinars modernize your approach without losing authenticity.
Lower Cost, Higher Efficiency
No venue or staff costs, and lower cost per lead through digital scale.
Stand Out in a Blue Ocean
Few advisors are doing webinars effectively — be first, be different.
Consumer Convenience
Like telehealth for financial advice — frictionless, familiar, and accessible.
Host Live or Automate for Scale
Whether you love the energy of live interaction or prefer to set it and scale it, Steep’s webinar system gives you both.
Live Webinar
Engage in real time. Interact with attendees, answer questions, and make your message personal.
Automated Webinar
Record once, run forever. Let your best presentation work for you — even when you’re not at work.
Proven Presentations, Ready to Go
All of our proven workshop topics are available in a webinar format — fully compliant, professionally designed, and ready to deliver live or on-demand.
Social Security
Social Security
Help retirees get the most income possible from their hard-earned benefits.
- Explains both basic and advanced claiming strategies to maximize income.
- Naturally transitions the conversation into a broader retirement income discussion.
Taxes and Retirement
Taxes and Retirement
Show retirees how to reduce their biggest retirement expense — taxes.
- Explains tax-efficient income strategies in retirement and Roth conversion opportunities.
- Ideal for attracting high-net-worth savers with significant qualified assets.
Women and Retirement
Women and Retirement
Eighty-five percent of women feel their financial advisor doesn’t understand their unique needs — let’s change that.
- Covers women-specific retirement topics including Social Security, taxes, and longevity.
- Women are an underserved audience highly responsive to messaging built for them.
Estate Planning
Estate Planning
Help families protect their assets from disputes and probate courts.
- Covers the benefits of wills and trusts while emphasizing the importance of proactive planning.
- Attracts high-net-worth clients with advanced estate and wealth transfer needs.
Semi-Custom Webinar
Create a virtual workshop around your own presentation — powered by Steep’s proven marketing engine.
- You bring the content; we craft the ads, copy, and landing pages to fill your event.
- Offers the flexibility and creative freedom to present any topic within our turnkey framework.
- Streamlined setup with a one-time customization fee, then billed as a standard campaign.
How We Fill Your Webinars
Our advanced digital strategy combines 30–50 ad creatives per campaign, daily optimization, dynamic landing page testing, and AI-powered lead enrichment — filling your webinars with engaged, qualified prospects.
Ad Creative
Optimization
Landing Page Testing
AI Enrichment
Trailmap
The Data Speaks for Itself
take the next step
Ready to Build Your Marketing Strategy with Webinars?
We‘ll help you plan, launch, and scale a digital campaign that connects you with more qualified prospects — anywhere.
