How to Use Webinars to Generate Leads
as a Financial Advisor


As a financial advisor, informing your audience is crucial for building authority, generating leads and growing your business. One effective way to do this is through webinars. Webinars are a powerful tool for connecting with potential clients and demonstrating your expertise in a particular area of finance. In this blog, we’ll discuss how to use webinars to generate leads as a financial advisor.



Choose a topic that appeals to your target audience


The first step in creating a successful webinar is to choose a topic that appeals to your target audience. To do this, you need to know who your target audience is and what their needs are. For example, if you specialize in retirement planning, you might create a webinar on “Maximizing Your Retirement Savings.” Or, if you work with business owners, you might create a webinar on “Strategies for Reducing Business Expenses.”

One effective way to ensure that your webinar topic will appeal to your target audience is to survey your existing clients. By doing so, you can gain valuable insights into the topics that are most important to them and create a webinar that provides value and addresses their specific needs.

To conduct a survey, you can use online survey tools such as SurveyMonkey or Google Forms. You can also send out a survey through email or your social media channels. Make sure to ask questions that will help you identify the topics that your clients are most interested in.

Some questions you might consider asking include:

-What are your biggest financial concerns right now?

-What areas of finance are you most interested in learning more about?

-What challenges have you faced when it comes to managing your finances?

-How have your circumstances changed since initially seeking financial advice?

The information you gather from your survey can help you create a webinar that is tailored to your clients’ needs and interests. This can help you to establish yourself as an authority in your field, build trust with potential clients, and ultimately generate more leads for your business.

In addition to surveying your existing clients, you may also want to consider reaching out to other professionals in your industry to get their input on potential webinar topics. By networking and collaborating with others in your field, you can gain valuable insights and ideas for topics that are relevant and timely.

Ultimately, by putting in the time and effort to research and choose a topic that will appeal to your target audience, you can create a successful webinar that generates leads and helps you to grow your business. The key is to choose a topic that will interest your target audience and provide value to them. Make sure that your topic is relevant, timely, and provides actionable advice. If you’re not sure what topics will appeal to your audience, consider conducting a survey to get a better understanding of their needs and interests.



Promote your webinar


Once you’ve chosen a topic for your webinar, it’s time to promote it. You want to reach as many potential clients as possible, so it’s important to use a variety of marketing channels to promote your webinar.

One effective way to promote your webinar is through social media. Share information about your webinar on your social media platforms, including LinkedIn, Twitter, and Facebook. You can also create a Facebook event and invite your followers to attend.

Email marketing is another effective way to promote your webinar. Send out an email to your mailing list announcing the webinar and providing a link to register. You can also include a call to action in your email, encouraging recipients to share the information with their friends and colleagues.

In addition to social media and email, consider other marketing channels to promote your webinar. You might create a landing page on your website that provides information about the webinar and a registration link. You could also run paid ads on social media or Google to reach a larger audience.



Create a compelling presentation


Once you’ve promoted your webinar and people start registering, it’s time to create a compelling presentation. Your presentation should be informative, engaging, and visually appealing.

To create a compelling presentation, start by outlining the key points you want to cover. You can use PowerPoint or another presentation software to create slides that support your key points. Be sure to include images, charts, and graphs to help illustrate your ideas.

During the webinar, be sure to engage with your audience. Ask questions, encourage participation, and provide opportunities for attendees to ask questions. This will help keep your audience engaged and interested in what you have to say.  It is also standard webinar etiquette to look at your webcam as opposed to the screen (with practice, this definitely gets easier!).



Follow up with attendees


After your webinar is over, it’s important to follow up with attendees. This is a crucial step in turning attendees into leads.

Send out an email to attendees thanking them for attending the webinar. Include a link to a recording of the webinar for those who couldn’t attend live. You can also include additional resources, such as a free consultation or a guide related to the topic of the webinar.

Following up with attendees also gives you an opportunity to schedule a follow-up call or meeting. During this call or meeting, you can discuss the attendee’s financial goals and needs and determine if there’s a good fit for a potential business relationship.




What do you need to get started?


There are various tools available to financial advisors looking to run a webinar and generate leads. One popular tool is Zoom, which allows you to host a webinar and share your screen with attendees. Zoom also provides a chat feature, allowing you to engage with attendees during the webinar. Other tools to consider include GoToWebinar, Demio, and WebinarJam

These tools provide similar features to Zoom and can help you create a professional and engaging webinar. Additionally, many of these tools provide analytics, allowing you to track attendee engagement and follow up with potential leads after the webinar is over. Consider experimenting with a few different tools to find the one that works best for your needs and preferences.

In addition to the webinar software itself, there are other tools that can be helpful for promoting a webinar and following up with registrants and attendees.

For promoting the webinar, social media scheduling tools like Hootsuite or Buffer can be helpful for planning out a social media campaign and automating posts. Email marketing tools like Mailchimp or MailerLite can help create and send promotional emails to your mailing list. 

For following up with registrants and attendees, a customer relationship management (CRM) tool like HubSpot or Salesforce can be helpful for managing and tracking leads. You can use a scheduling tool like Calendly or Acuity Scheduling to make it easy for attendees to book follow-up calls or meetings with you. And for sending follow-up emails or other communications, an email automation tool such as those available through MailChimp or Mailerlite can be especially powerful.

Using these tools in combination with your webinar software can help streamline your lead generation process and make it easier to manage and nurture leads.

Webinars are a powerful tool for financial advisors looking to generate leads. By choosing a topic that appeals to your target audience, promoting your webinar through a variety of marketing channels, creating a compelling presentation, and following up with attendees, you can turn webinar attendees into potential clients.