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Contenu fourni par David DeCelle and Model FA. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par David DeCelle and Model FA ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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From Pilot to Financial Advisor Marketer: Jonathan Musgrave’s Story of Adaptation and Innovation

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Manage episode 450968101 series 2709297
Contenu fourni par David DeCelle and Model FA. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par David DeCelle and Model FA ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

What does a pilot’s license at 16, a career in journalism, and a passion for financial advisor marketing have in common? They’re all part of Jonathan Musgrave’s remarkable journey. In this episode of The Model FA Podcast, Jonathan, founder and CEO of Steep Digital Marketing, opens up about his unconventional career path and how it shaped his approach to helping financial advisors thrive. Check out these key moments: 0:01:25 - Jonathan describes his goal out of college as becoming "unemployable"

0:02:25 - Early ambition to become a pilot and get his pilot's license at age 16

0:03:25 - Jonathan shifts to journalism after the pilot market becomes flooded post-9/11

0:04:25 - First job out of college was at a wholesale company as their marketing director

0:07:25 - His transition from print to digital marketing and starting Steep Digital in 2017

0:10:25 - Challenges and lessons learned from his wholesale business experience

0:14:25 - How COVID-19 led to a shift from live events to webinars for Steep Digital

0:19:25 - The "Psychology of Retirement" film and its success in attracting audiences

0:27:25 - Effective call to action used at the film events

0:34:25 - Impact of Cameron Herold's book "Vivid Vision" on his approach to leadership and vision setting

0:41:25 - Jonathan provides information on how to connect with Steep Digital and get a free copy of the film Connect with Jonathan:

About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team:

President of Model FA, David DeCelle

If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

  continue reading

102 episodes

Artwork
iconPartager
 
Manage episode 450968101 series 2709297
Contenu fourni par David DeCelle and Model FA. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par David DeCelle and Model FA ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

What does a pilot’s license at 16, a career in journalism, and a passion for financial advisor marketing have in common? They’re all part of Jonathan Musgrave’s remarkable journey. In this episode of The Model FA Podcast, Jonathan, founder and CEO of Steep Digital Marketing, opens up about his unconventional career path and how it shaped his approach to helping financial advisors thrive. Check out these key moments: 0:01:25 - Jonathan describes his goal out of college as becoming "unemployable"

0:02:25 - Early ambition to become a pilot and get his pilot's license at age 16

0:03:25 - Jonathan shifts to journalism after the pilot market becomes flooded post-9/11

0:04:25 - First job out of college was at a wholesale company as their marketing director

0:07:25 - His transition from print to digital marketing and starting Steep Digital in 2017

0:10:25 - Challenges and lessons learned from his wholesale business experience

0:14:25 - How COVID-19 led to a shift from live events to webinars for Steep Digital

0:19:25 - The "Psychology of Retirement" film and its success in attracting audiences

0:27:25 - Effective call to action used at the film events

0:34:25 - Impact of Cameron Herold's book "Vivid Vision" on his approach to leadership and vision setting

0:41:25 - Jonathan provides information on how to connect with Steep Digital and get a free copy of the film Connect with Jonathan:

About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team:

President of Model FA, David DeCelle

If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

  continue reading

102 episodes

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