Per-event service

Webinar marketing for financial advisors

A complete webinar package, strategy, landing page, email promotion, registration management, and post-event follow-up.

$1,450/event
What you get

Everything you need to present, a total webinar event system.

You bring the expertise. We build the landing page, write the emails, manage registrations, and run the follow-up sequence.
Webinar landing page
Custom registration page designed to convert
Email promotion sequence
Pre-event emails driving registrations and attendance
Registration management
Sign-up tracking, reminder emails, and day-of logistics
Event support
Technical setup assistance and live event coordination
Post-event follow-up
Automated follow-up to nurture attendees toward a meeting
Performance report
Registration, attendance, and conversion metrics
Why webinars work for advisors

Demonstrate expertise to dozens of prospects at once.

A webinar lets prospects hear your voice, see your thinking, and evaluate your expertise in real time without committing to a meeting.

The advisors who get the most from webinars have a system around the event that drives registrations, maximizes attendance, and follows up.

Scale your reach

Present to 20, 50, or 100 prospects at once. One hour of your time, multiplied.

Build trust before the meeting

Prospects arrive at the first meeting already believing in your expertise.

Niche positioning

A webinar on your specialty positions you as the specialist.

Reusable content

Record it once and repurpose into blog posts, social clips, and email content.

How it works

Three steps. Then it runs.

1. Strategy & setup

2 weeks beforeWe choose the topic, build the landing page, write the email sequence, and set up registration tracking.

2. Promote & register

2 weeks → eventEmail promotion drives registrations. Reminders go out automatically.

3. Event & follow-up

Event + 2 weeksYou present. We manage the tech. Automated follow-up nurtures attendees.

One presentation.
Months of pipeline.

Advisors who run webinars convert their audience into booked meetings faster than any other format. We handle the landing page, the promotion, the tech, and the follow-up — you bring the expertise you already have.
30–80
Typical registrations per webinar
40–60%
Average attendance rate
4-20
Reusable assets from one event
Industry benchmarks for financial services webinars. Individual outcomes vary. Not a guarantee of results.
Pricing

Simple, transparent pricing.

Webinar Marketing
$1,450per event
Terms: Per-event pricing. No recurring commitment.
  • Custom webinar landing page
  • Email promotion sequence
  • Registration + reminder management
  • Event tech support
  • Post-event follow-up sequence
  • Performance report
Book a Call →
Is this the right fit?
Good fit
  • Have a topic prospects care about
  • Want to reach many prospects at once
  • Comfortable presenting 30–60 min
Consider instead
  • Prefer 1-on-1 prospecting only
  • Don't have an email list to promote to
Multiply the impact
Content Engine - record your webinar and we repurpose it into blog posts, clips, and episodes. Learn more →
Questions

What advisors ask about webinar marketing

You create the presentation, we handle everything around it.

Most advisor webinars see 30–80 registrations with 40–60% attendance.

Yes. Pair with the Content Engine to repurpose into multiple content pieces.

We work with Zoom, GoToWebinar, or your preferred platform.

Ideally 3–4 weeks before the event date.

The advisor's guide to webinar marketing

How financial advisors use webinars to book qualified meetings

Webinar marketing for advisors has evolved far beyond the pandemic-era Zoom call. Done well, a webinar is one of the highest-converting prospecting tools available.

Topic selection: the single biggest success factor

Generic topics attract low-quality registrations. Niche-specific topics attract the exact prospects you want: “tax strategies for physicians within 5 years of retirement” outperforms “tips for retirement planning” every time.

The promotion sequence that fills seats

Effective promotion is a 2–3 week sequence: announcement, reminder with social proof, final-chance email, and day-of reminder. Each email has a different job.

Maximizing attendance rates

Industry average is 40–45% of registrants. We optimize through strategic scheduling, multiple reminders, and calendar integration.

Post-event follow-up: where most advisors leave money on the table

Attendees who didn’t book during the event are warm leads who need one more touchpoint. Registrants who didn’t attend expressed interest. Both deserve automated follow-up.

Repurposing webinar content across channels

A single recording can fuel content marketing for months: blog posts, short-form clips, podcast episodes, email topics, and lead magnets.

Ready to turn your expertise into a scalable prospecting tool?

A 30-minute call. We’ll help you pick the right topic and plan the timeline.