Overview

Educational Workshops are live, in-person events hosted by financial advisors to help educate their communities on key financial topics — including retirement income planning, Social Security, and tax strategies.

Unlike dinner seminars, these workshops are typically held at neutral and educational venues like libraries or colleges — creating a relaxed, no-pressure environment where attendees can learn comfortably. Advisors lead with education, not sales, which builds credibility and trust with prospective clients.

Educational Workshops position you as an expert and educator, helping you stand out in your market. By teaching rather than selling, advisors establish themselves as trusted authorities and build meaningful relationships with motivated attendees.

These events consistently produce strong outcomes:

• Motivated Attendees – Guests come to learn, not for a free meal.

• Unsaturated Audience – Only about 10% of attendees have attended a financial workshop before.

• Higher Prospect Quality – Attendees typically have 15% more investable assets than dinner seminar leads.

• Better Conversion Metrics – Higher registration, attendance, and appointment rates on average.

• Reaches New Personas – Appeals to sales-resistant audiences who avoid traditional dinner events.

Steep Marketing handles the complete marketing process for your workshop — from generating high-quality leads to filling your seats with qualified prospects. These workshops are usually marketed with digital marketing, but can also use direct mail.

Our campaigns include:

• Professionally designed and compliance-approved presentations

• Advertising and lead generation optimized for your market

• Tools to track attendance, performance, and engagement through your TrailMap dashboard

We take care of the marketing logistics so you can focus on what you do best — educating your audience and turning knowledge into lasting client relationships.

Our Turnkey Topics are built for engagement, education, and conversion — professionally designed to help financial advisors educate their communities while Steep Marketing drives high-quality attendance.

Social Security Blueprint

This workshop helps retirees get the most income possible from their hard-earned benefits.

Our presentation explains both basic and advanced claiming strategies to maximize income and naturally transitions into a broader retirement income discussion that opens the door to financial planning.

Smart Retirement Tax

This workshop show retirees how to reduce their biggest retirement expense — taxes.

Our presentation explains tax-efficient income strategies in retirement, including Roth conversions. Ideal for attracting high-net-worth savers with significant qualified assets who want to make smarter, tax-conscious decisions.

Women's Retirement Roadmap

Eighty-five percent of women feel their advisor doesn’t fully understand their unique retirement needs — this workshop is designed to change that.

Our presentation covers women-specific retirement planning topics including Social Security, taxes, income planning and longevity. This workshop connects with an underserved audience and builds trust through empathy and education.

Family Will & Legacy Planning

This workshop help families protect their assets from disputes and probate courts through education on wills and trusts.

Our presentation covers the benefits of wills and trusts while emphasizing proactive planning. Perfect for attracting high-net-worth clients with advanced estate and wealth transfer needs.

Create Your Own Workshop

Bring your expertise and content — and Steep will handle the rest.

Our marketing system builds ads, email campaigns, and landing pages customized to your topic. This option balances flexibility and simplicity, offering a one-time customization setup followed by ongoing campaign management under our turnkey framework.