As a financial advisor, you’re inviting prospective clients to trust you with their financial
future. It’s not just about the dollars & cents though – you must showcase both your
proficiencies and personality. Webinars are a notable way to give prospects the opportunity to
engage on a deeper level and build a sense of familiarity. Furthermore, referrals are still the
#1 source for bringing new clients in for financial advisors. Utilizing webinars not only helps
with developing face-to-face relationships, but also provides a way for referrals to get to know
you in a low-stress environment. Here are four tips to get you started:
- Choosing Your Webinar Topic
Picking a compelling topic for your webinar is half the battle. Don’t overthink it - you know
your clients and their pain points; you are familiar with how they manage their money. What
is something that would speak to them? Do they find this topic interesting? Would they
invite their friends or family?
You could also ask your clients what topics they’d like to learn more about. Testing your
topics with polls or posts on social media is another option. This way, you’re able to see
which topic gets the most engagement. It’s less commitment, and the feedback is natural.
- Promoting Your Webinar
One of the hardest components of hosting a webinar is promoting it. Key resources that you
can use to promote your webinar include:
-
Registration Link + Page: Every webinar needs a base where people can register
for the event. You can make it simple, but Myriad recommends including information about
the event.
-
Registration Tracking: Utilizing your CRM to create a registration form helps
track registrants and determine what topics people are most interested in.
-
Confirmation Email: Confirmation e-mails are the standard for any prospect
or client who registers for the event. This also helps them save-the-date and further
informs them about the event.
-
Reminder Emails: Creating 2-3 emails that promote your webinar will aid in
reminding your clients of the event. This could include general reminders about the
webinar or sneak previews of the content that will be covered.
-
Promotional Graphics: Creating 2-3 emails that promote your webinar will aid in
reminding your clients of the event. This could include general reminders about the
webinar or sneak previews of the content that will be covered.
-
Invitation Video: We know talking to a camera can feel weird sometimes. However,
face-to-face communication is a great way to connect with your current and potential
attendees in promoting your webinar.
- Strategies for Hosting Your Webinar
There are many different ways to deliver a webinar. The common platforms are Zoom, GoTo
Webinar, EverWebinar, WebinarJam, however be sure to double-check with compliance for their
approval. Here are some ideas we recommend:
-
PowerPoint Slides: No matter what the delivery method, having visuals to show
your viewers will allow your audience to follow along with the presentation.
-
Live Webinars: This option is the most common when people think of webinars. Your
presentation will be live and audience members can ask questions in real-time.
-
Pre-Recorded Webinars:Pre-recorded webinars are a great option if you’d prefer
not to present live. There are fewer moving parts, and you can re-record for a better
presentation if needed. This webinar is still shown at a scheduled time, and you can
incorporate live chat features for Q&A’s to increase interaction.
-
On-Demand Webinars: On-demand webinars follow the same protocol as pre-recorded
webinars. The only difference is your audience can watch the recording at their leisure.
Bonus Tip: Myriad
recommends
connecting with service providers like CPA’s or Estate Lawyers that you recommend to clients
to
co-host webinars. Everybody wins – you double your audience in a trusted environment and
establish trust among prospects in your co-host’s audience!
- Post-Webinar
So, you’ve successfully hosted a webinar– congrats! As the host, it’s now important to
communicate any next steps for audience members. Here are some options you can implement for
webinar follow ups:
-
Clear call to action in your webinar: While the contents of the webinar are
valuable in and of
itself, a clear call to action should be mentioned at the beginning, middle and end of
the webinar. This will increase the chance that audience members to either become
clients or add services.
-
Send a thank you email with resources: Sending thank you emails to your clients
who attended the webinar is a great way to add a personal touch to your event, as well
as further establishing trust among you and your clients. An effective follow-up is all
about continuing to add value to your client’s decision to participate. This could
affect their decision to continue doing business or the possibility of future events.
-
Upload the webinar to your website’s archive page: Regardless of the type of
webinar you do, it’s a smart idea to upload previous recordings of webinars that you’ve
held. They’re a great resource for your clients and easy content to re-post on socials
in
the future.
-
Engage with clients who didn’t attend the webinar: Don’t let busy schedules get
in the way of creating value for your clients. Making your webinar more accessible after
the event will engage people and potentially persuade them to attend future events.
All in all, there a lot of moving parts that go into webinars. The good news is that you don’t
have to go it alone. Myriad has hosted and facilitated countless webinars for our clients, and
we can help you do the same! Call 515.850.1226 or e-mail marketing@myriadas.com to start
reaching more prospects today!
https://www.wealthplan.group/using-webinar-marketing-for-financial-advisors/