Seminars have been used by financial advisors for years; however, with the emergence of webinars, seminars have become somewhat inefficient.
Using webinars as a sales tactic is also easier for your prospects, as the broadcast is available online in real-time and recordings are available if they missed it.
These are the reasons why you want to incorporate webinars into your marketing and client acquisition strategies for your financial advisory firm:
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As a financial advisor working with a limited marketing budget, you need to be savvy. This means finding more scalable cost-effective way of educating your target clientele.
Financial advisors who use seminars as part of their client acquisition strategies are constantly grumbling about the costs and lack of ROI.
A webinar is going to be considerably more affordable than a seminar.
You don’t have to rent a venue.
You also don’t have to spend a lot of money on marketing for the seminar because you are trying to get people into a single location at a specific time.
You don’t have to guarantee a minimum number of attendees from the venue you’re renting from.
A seminar can be inconvenient for people who have busy lives.
You can’t expect everyone to show up at a certain time, especially if your venue is in an inconvenient location for them.
You will also have to set up a time, whether it’s morning, afternoon, or evening.
You will never be able to choose the perfect time for everyone.
These issues are eliminated with webinars.
Financial planning webinars can be made available after it goes live. This means that you can keep it up for a few hours or days.
Expert Tip: If you are proactive and add your webinar recording to YouTube, it will always be available for anyone to view.
Although it will not be live, your target clients can still get all of the information. It also allows people to contact you for help with managing their financial matters after the webinar, too.
Have you ever held a seminar only to have one person constantly try to derail your presentation with their own personal questions?
A financial planning seminar should be beneficial to everyone – not just one person.
There is also an additional benefit for you: you will gain more insights about your target clients. When you make the leap to hosting your first webinar, there are several things you are going to learn, including:
All of these are going to help your webinar, and future marketing for your firm, be successful.
These are the steps you will need to take to present a successful webinar
You should aim for a goal of 1,000 email subscribers before holding your first webinar. Use your email list to publicize your webinar and share the pertinent information with your target attendees.
Common platforms for webinars include (in alphabetical order):
Make sure to choose an option in which you can record the webinar for future marketing purposes.
I personally use Unbounce for my landing pages, but LeadPages is also a popular option.
Lastly, remember that your goal for the webinar is to entice prospective clients to book an appointment with you to learn more about your services
Learning how to use webinars as a client acquisition tool is easier than you might think.
Webinars allow you to:
If you’re going to be smart about presenting a financial planning seminar, then you should choose repurposing that presentation into a webinar.
Those individuals who are interested in your information will surely thank you for it!
Interested about learning more about any of the steps listed here? Contact us today for more information!