Webinar Overview

Advisors everywhere are discovering webinars as a powerful way to attract and convert clients — without the limits of time, geography, or logistics.

Steep’s Advisor Webinar Marketing combines the proven performance of in-person seminars with the flexibility and scale of digital delivery, allowing you to present once and reach audiences anywhere, anytime.

Automation & Freedom

Host once, automate forever. Save travel and setup time while your marketing runs 24/7 — building leads while you focus on your clients.

No Geographic Limits

Reach qualified prospects across cities, states, or time zones. Eliminate the boundaries of traditional in-person events.

Flexibility & Speed

Launch faster and adjust campaigns easily — no venue coordination required.

Scalable Growth

Host dozens or hundreds of attendees with no capacity constraints. Perfect for firms ready to expand their reach.

Future-Focused Marketing

Steep Webinar campaigns meet prospects where they’re most comfortable — online — offering a convenient, modern experience.

Higher Efficiency

Reduce or eliminate venue, meal, and staffing costs while maintaining strong conversion rates.

Blue Ocean Opportunity

Few advisors use webinars effectively. Stand out as an innovator leading the way in digital client acquisition.

Steep makes it easy to choose between live or automated formats:

Live Webinars

Connect in real time, answer questions instantly, and build powerful relationships through interaction.

Automated Webinars

Record your best presentation once and let it run automatically at a scheduled date and time to consistently engage new prospects.

All of our Turnkey Educational Workshop topics are available in a webinar format — fully compliant, professionally designed, and ready to deliver live or on demand.

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 Presentation

Bring your own content — powered by Steep’s proven marketing engine.

You provide the presentation; Steep crafts the ads, email copy, and landing pages to fill your event. This option gives advisors flexibility and creative control while keeping the process turnkey.

Includes a one-time customization fee, then runs as a standard Steep campaign.

Behind every successful Steep Webinar campaign is a comprehensive digital strategy built to attract, engage, and convert motivated attendees.

Our proprietary system uses a combination of advanced data modeling, continual optimization, and AI-driven targeting to maximize registrations and ROI.

Our Process Includes:

• Ad Creative: 30–50 high-impact ad creatives per campaign.

• Optimization: Daily performance tracking and refinement.

• Landing Page Testing: Dynamic A/B testing to improve conversion rates.

• AI Enrichment: Deep data analysis to ensure lead quality and accuracy.

• TrailMap Integration: Track attendance, registrations, and post-event performance.

Together, these strategic layers ensure each webinar is filled with qualified, highly engaged prospects who are ready to connect and take the next step.

Steep’s Webinar Program redefines advisor marketing by merging education, efficiency, and reach. With proven presentations, advanced technology, and real-time optimization, advisors can scale their client acquisition efforts and grow with confidence.

Reach further. Work smarter. Grow faster — with Steep Webinars.