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The New Era of ‘Speed to Lead’: Rethinking Webinar Strategies for Financial Advisors

Once somebody registers for your webinar, has seen an ad from us, that’s a short video ad and that’s more engaging than your image ad. They click the button, they go to watch a 10-minute PowerPoint that goes over a sequence of returns and everything you’re going to talk about in your 45 minutes, in just about 10 minutes. And then we say, “hey, if this makes sense to you, go book a meeting right now.” We don’t ask them for their e-mail or phone number before they watch the PowerPoint. Which means more people watch it and more people book a meeting with our advisors.

And then now when somebody registered for a webinar they’re going to book a meeting with our clients. They’re going to meet with our clients in the next 24 to 48 hours. They’re going to start the sales process with our clients and start onboarding with our clients, with our financial advisor. And then when your webinar comes around in 3, 7, or 14 days they’ve already forgotten about it, they’re not going to attend it, they’re just going to do business with somebody who has optimized for speed to lead.

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