The Webinar Glide Path

The Proven Webinar Formula That Converts

After running 10,213 webinars and managing $11.6 million in ad spend for financial advisors since 2020, we know what works.

We've tested every topic. We've seen which webinars get the highest registration rates, the best show-up rates, and the most consultation bookings.

We've analyzed the top performers and reverse-engineered their formula. And now, for the first time, we're making that proven formula available to you.

This is the exact webinar structure our clients use to book consultations from cold traffic, month after month, year after year.

Most advisors who want to run webinars stall in the same place. Not on budget. Not on targeting.

‍On a blank page.

What do I actually say for 45 minutes? What goes on the slides?

How do I ask for the consultation at the end without sounding like I'm pitching?

Nobody hands you that. So the webinar stays "next quarter" indefinitely.

Who Is This For?

This is for you if:

You've never run a webinar and don't know where to start.

You have a topic in mind but no script.

You want to test the channel before committing real ad budget.

It's not for you if:

You already have a webinar that books consultations. You don't need this. Book a call instead.

You want someone else to write it for you. We don't, and we wouldn't.

Portrait of a smiling person sitting at a desk, used in the values or about section.

What You're Getting

✅ The Glide Path PDF
‍
- 15 elements and 5 engagement triggers, in the order the audience needs to hear them.
- How to open, where to earn trust, and when to name the problem.
- Why the offer gets disclosed in the first three minutes, not the last.
- How to make the ask at the end feel like the obvious next step instead of a sales turn.
- The research behind every element, with sources you can check.

✅ The Prompt Builder
‍
- Answer a guided set of questions across five phases, covering your practice, your topic, and the clients you want.
- It writes your script and slide outline from your answers: in your voice, for your market, not a generic template.
- Structured to hold attention and build trust across about 45 minutes of content, plus Q&A.

✅ You Walk Away With
‍
- A complete webinar script.
- A slide-by-slide outline.
- The closing offer.

Important Compliance Note: This content is for illustrative purposes only and is not FINRA-approved. You must review it for accuracy, adjust it to fit your compliance requirements, and have your compliance officer approve it before use.

What Other Advisors Are Saying

These advisors work or have worked with us on full-service campaigns. The Glide Path is the webinar structure behind those campaigns.

"I can't give you a big enough pat on the back for what you've done for me and my family. It's been fantastic. Every year from 2020 to 2025 I've gotten better and better. 2024 and 2025 were neck and neck, but my production was still higher in 2025."

Walt Decherd

RMD Financial Group

"A year after partnering with Eight Digit Media, we are consistently driving people to our webinars, we have a steady flow of qualified prospects, and we are closing new business. Chris Ross and his team have been responsive and willing to work with you to take their process and customize it to your needs."

Joseph DiSalvo

Quest Capital Management

"Using their techniques, they gathered 150 registrants for the webinar and 70 attended. I've got to hand it to them, because the quality of the leads was outstanding. These were high-income earners with at least a million dollars, and mostly more, in assets."

Tim Haas

Waypoint Financial Planning

Answers to the questions we get

Still have questions? Click the Intercom widget in the lower right corner to talk to our team right now.

Do I have to present it myself?

Yes. The webinar is you — your practice, your voice, your credibility. That's the whole reason it converts. We build the system around it, but the content is yours.

How long does it really take?

Most people have a complete first draft in under an hour. That gets you a script and a slide-by-slide plan. Building the actual slides, fact-checking your numbers, and compliance review are separate, and they're on you.

Do I need any special software?

No. The Glide Path works with any AI chat tool: Claude, ChatGPT, Gemini, or Grok. Use whichever one your firm has approved.

Will this be compliant with FINRA/SEC regulations?

This content is not FINRA-approved. You must review it for accuracy, adjust it to fit your compliance requirements, and have your compliance officer approve it before use. The transcript and slide outline from the AI are for illustrative purposes only. They're meant to be a guide and template to help you create your own compliant content. Every firm has different compliance standards, so you need to get approval from your own compliance team.

I already have a webinar. Why do I need this?

Maybe you don't. Here's the test: are attendees booking consultations with you at the end?

‍If yes, you don't need this. What you need is more people in the room, not a different script. Book a call and we'll talk about filling a webinar you already know how to close.

‍If no, or you're not running webinars yet, that's the gap this fills. The Glide Path is the structure. It is not the traffic.

Get Started today