From Pilot to Financial Advisor Marketer: Jonathan Musgrave’s Story of Adaptation and Innovation
Release Date: 11/19/2024
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info_outlineWhat 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:
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Website: https://www.steepdigital.com
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Email: [email protected]
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LinkedIn: https://www.linkedin.com/company/steep-digital-marketing
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.
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Our Team:
President of Model FA, David DeCelle
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