Provide convenience and education through webinar marketing.
Lead generation from educational sources is a way to share your knowledge without the expense of venues and the challenge of commutes. Our live & automated webinar offerings help financial advisors get leads through online events for prospects. Let our team manage the marketing and compliance so you can host clients and run prospect meetings.
Why Webinars?
Show Proficiency
Hosting educational events can elevate your recognition and highlight specializations, especially in your chosen niche markets and audiences.
Spend Less
With lower expenses, advisors can reach larger audiences without being tied to a specific geography, maximizing their marketing budgets.
Share Convenience
Digital financial advisor events allow prospects to get to know you from their comfort zone, while proving your use of modern technologies.
Customizable Webinar Content
The Fill-The-Room program includes pre-built and customizable slide decks customized for webinars that focus on the financial topics people want to hear about most, including Social Security, Taxes, Medicare, and How to Pursue Financial Independence. We handle the digital marketing and compliance timelines – including building registration landing pages, sending promotional emails, and launching digital ads – so you can focus on the educational presentation and walking your leads through your process.
Want to present your own topic? Utilize our vendors and marketing support.
What's Included?
Preparation
Niche Marketing Research
Lead List Acquisition & Management
Presentation Decks & Coaching
Webinar Best Practices Guide
Marketing
Creation of Website Landing Pages
Email & Digital Ad Marketing Campaigns
Confirmation & Reminder Emails and Texts
Follow-Up Email Templates or Systems
Technology
Registration System for Prospects
Live Webinar Hosting Platform Access & Training
Automated Webinar Technology
Email & Digital Ad Marketing Promotion
Two Ways to Host
Live Webinarsare hosted upon scheduled dates – you’ll log in, share your screen, and do what you do best: Educate. Attendees can submit questions for you to answer in real-time.
Always-On Webinars are pre-recorded webinars that have the same “live” feel but allow you the flexibility of offering more dates/times while actually spending your time elsewhere.
Yes! From wider audience reach to lower expenses, webinars can be a great use of your marketing budget and digital marketing plan.
For the consumer, these will feel the same! For the advisor, the difference is that by pre-recording the webinar and setting it up as an automated “live” webinar you’re no longer required to be available during the webinar times that are being listed.
What areas of retirement and financial planning are you most familiar with, and who can you serve best and relate to? For niche marketing to be effective you need to be able to do both things. Read more in our niche marketing blog.
Absolutely! Because webinars are online, you’re not tied to drive times or city lines. This is especially true if you’re able and willing to take next steps with clients remotely, which you should discuss when sharing your schedule link during the webinar presentation.
We have found that 45 minutes is an ideal length for most webinars. Depending on how thorough (and/or niche specific) your information, how engaging your presentation is, and what interaction you’re able to solicit from your audience, ideal length can be a little longer or a little shorter. We do not recommend going over 60 minutes.
Absolutely! Providing a clear and simple next step to consumers is very important to conversion opportunities. If, however, they do not book during your meeting, you should continue to follow up with them.
Even within our systems, you’re ultimately responsible for following up with your prospects – whether they book a meeting with you or not – to continually market to them. Our systems include 1-2 emails after the event ends, at which point the responsibility of continued drips transfers to you.
Webinars allow financial advisors to showcase their knowledge by teaching real financial topics in a structured, educational format. By explaining concepts, walking through strategies, and addressing common questions, and showing up live, advisors demonstrate both their technical understanding and their ability to communicate clearly with clients. Consistently hosting webinars and sharing educational resources in your follow up marketing will also help you become a reliable source of guidance, building trust with both prospects and clients.
Financial advisor webinars hosted through the Fill-The-Room® program are strictly available to advisors affiliated with USA Financial. To learn more, reach out to us!
