A New Approach: The Psychology of Retirement

Movie Marketing for Prospecting

Credible Experts & Connecting with Audience

Audience Takeaways

Marketing Strategies: More Than Movie Premiere

Challenges & Learning Curves in New Approaches

Success Stories and Insights from Movie Events

Final Thoughts and How to Get Started

Discover how financial advisors are using film events to attract new prospects and spark meaningful conversations about retirement income planning. In this episode, Jonathan Musgrave, founder of Steep Digital and a veteran in advisor marketing, and Evan Ward, a practicing advisor and Impact Sales Coach, share how The Psychology of Retirement is transforming traditional seminar strategies. Learn how this film—featuring experts like Morgan Housel, David Walker, and Becky Swansberg—helps advisors build trust, educate audiences, and convert leads in a fresh, scalable way.

<p>Discover how financial advisors are using film events to attract new prospects and spark meaningful conversations about retirement income planning. In this episode, Jonathan Musgrave, founder of Steep Digital and a veteran in advisor marketing, and Evan Ward, a practicing advisor and Impact Sales Coach, share how The Psychology of Retirement is transforming traditional seminar strategies. Learn how this film&mdash;featuring experts like Morgan Housel, David Walker, and Becky Swansberg&mdash;helps advisors build trust, educate audiences, and convert leads in a fresh, scalable way.</p>

Bringing you real, unfiltered stories, battle-tested strategies, and insider insights from top financial advisors who’ve been there and done that. Twice a month, Impactful Conversations skips the jargon and get straight to practical, proven advice—so you can attract more clients, amplify your impact, and build a business that lasts.

<p>Bringing you real, unfiltered stories, battle-tested strategies, and insider insights from top financial advisors who&rsquo;ve been there and done that. Twice a month, Impactful Conversations skips the jargon and get straight to practical, proven advice&mdash;so you can attract more clients, amplify your impact, and build a business that lasts.</p>

Impactful Conversations brings you real, unfiltered stories, battle-tested strategies, and insider insights from top financial advisors who’ve been there and done that. Twice a month, we skip the jargon and get straight to practical, proven advice—so you can attract more clients, amplify your impact, and build a business that lasts.