Advisor to Advisor: The Best Financial Advisor Marketing Podcast

Your registration list isn't your attendance list. In this episode, Jonathan explains why a registration is really just a "maybe," and walks through the confirmation call process that takes attendance from 20-30% to 50% or better. He covers when to call, what to say, and why you should always leave a voicemail. Plus: how one office went from a nearly empty theater to a full house just by picking up the phone.

In this episode, Jonathan sits down with Tony Drake, CEO of Drake and Associates, who has been running Steep movie events since 2024. Tony shares candid numbers - an $11.75 ROI, $34 million in new assets in his first full year, and a case size that jumped from $653K to $963K year over year - and breaks down the specific systems behind those results, including a dedicated outbound calling team that works non-attendees until they engage. If you've been leaving follow-up on the table, or you're wondering whether movie events can scale, this conversation is well worth your time. Thanks for listening! Keep sending in your questions, comments, and topics you'd like us to cover to [email protected]

What does a full year of movie events actually produce, in real numbers, from a real practice? In this episode, Jonathan sits down with Russ Strickler and his marketing director Jillian Phipps to break down what 10 movie events in 2025 looked like from start to finish. They share the confirmation process behind their 36% attendance rate, the in-theater appointment flow that books at 35-40%, and why movie events have become their highest-ROI channel – nearly double what they're seeing from dinner seminars and workshops. If you've been on the fence about movie event marketing, or you're already running events and want to see what a dialed-in operation looks like, this conversation is full of specific, practical detail from a team that's done the work and tracked the numbers. Thanks for listening! Keep sending in your questions, comments, and topics you'd like us to cover to [email protected]

In this special episode, Jonathan sits down with David Brooks of Retire SMART to unpack how his team has turned Steep movie events into a serious and scalable marketing funnel that's consistently bringing in top-tier results. If you’re considering movie events – or you’ve tried them once and weren’t sure how to judge the results – this conversation will help you think beyond attendance and start building a real conversion system. David shares candidly about what his team has learned including why your first event should start with clients, how to set the right educational tone, why the follow-up process matters so much, and how movie leads can convert months later when they’re nurtured correctly. And keep sending in your questions, comments, and topics you’d like us to cover to [email protected]. Thanks for listening!

Do movie events actually work, or are they simply more trouble than they’re worth? In this episode, Jonathan sits down with Joel Johnson and team at Johnson Brunetti, who have already run 25+ Steep movie events across multiple markets. They break down what it really looks like behind the scenes, from early challenges and missed opportunities, to the systems they built around collecting data, controlling event flow, and booking appointments at scale. If you’ve been skeptical of movie marketing, this is a candid look at how one team made it work — and what it actually takes. Thanks for listening! Keep sending in your questions, comments, and topics you’d like us to cover to [email protected]

What do movie events actually look like in the real world? Especially when they're running well and resulting in sky-high ROI? In this special episode, Jonathan sits down with Calvin Goetz to talk through what he’s learned from running Steep movie events in the Phoenix market — from handling hundreds of registrations and improving confirmations, to structuring the in-theater experience and turning attendees into real appointments. If you’ve been curious about movie event marketing and want practical insight from an advisor actually doing it, this episode is packed with real-world takeaways, process tweaks, and lessons learned. Thanks for listening! Keep sending in your questions, comments, and topics you’d like us to cover to [email protected]

In Part Two of our educational workshop series, Jonathan and Chazz move from the why to the how, and break down the proven best practices that make these events achieve the highest ROI. From choosing the right venue and picking the best day and start time, to structuring multiple event dates and running an effective confirmation process, they share the tactical framework Steep has refined across thousands of campaigns. If you want your workshops to fill seats, attract the right prospects, and turn registrations into real appointments, this episode will give you the master blueprint. And keep sending in your questions, comments, and topics you’d like us to cover to [email protected] – Thanks for listening!

Are educational workshops outdated… or are they the most overlooked growth strategy for advisors? In this episode, Jonathan and Chazz unpack the "why" behind educational seminars, and how digital marketing can lower costs, improve show rates, and attracting more intentional prospects than traditional dinner events. If you’re maxed out on seminars, tired of steakhouse fatigue, or looking for a smarter way to scale, this episode will give you a fresh perspective. And keep sending in your questions, comments, and topics you’d like us to cover to [email protected] – Thanks for listening!

Let's face it - many advisors struggle to unlock the full potential of webinars. In Part Two of our deep dive into the world of webinars for financial advisors, Jonathan and Chazz share how Steep can help you consistently fill your virtual rooms and turn registrations into real business, so you can avoid common pitfalls and finally host webinars that deliver the results you're looking for!   And keep sending in your questions, comments, and topics you’d like us to cover to [email protected] – Thanks for listening!

Jonathan and Chazz break down why webinars have quickly become one of the most powerful tools for financial advisors to generate leads and grow their practice. Tune in to learn how advisors are reaching new audiences and converting attendees into clients, as well as 4 reasons why you should NOT do webinars - the list might surprise you!   And keep sending in your questions, comments, and topics you’d like us to cover to [email protected] – Thanks for listening!