Financial Advisor
Webinar Marketing
What's working right now to get at least 20 qualified registrants to your webinars so you can book more appointments without wasting ad dollars.

How does it work?
We fill your webinars with qualified registrants & you book appointments on the webinar!
What We Do | What You Do |
---|---|
We build the landing pages. | You let us know what topic you want to do for a webinar on. |
We write the landing page copy. | You send us your webinar slide deck. |
We build and manage the email & text message automations. | You do some practice runs presenting for the webinar. |
We set up the webinar software with your presentation and calls to actions. | You log in on the day of the webinar to start your presentation. |
We create and manage the Facebook/Instagram campaigns. | You do an awesome presentation. |
We write the ad copy. | You get appointments booked on the webinar. |
We provide you with the webinar app to host the webinar. | You close new business as a result of us working together! |
What We Do
Landing Pages
We build the landing pages and write the landing page copy.
Automation
We build and manage the email & text message automations for confirmations and reminders.
Webinar Software
We will set up the webinar with all of your calls to actions, polls, handouts and presentation.
Facebook Campaigns
We create and manage the Facebook/Instagram campaigns and write all of the ad copy.
The funnel
Let's take a look at how the funnel works
Watch the video below to get a better understanding of how the funnel works. This is the exact funnel we use with our clients that produces an average show-up rate of 40% and 20%+ of the attendees go on to book appointments.
Targeting
How to get qualified prospects to register
There's basically three ways that you want to target your ideal client on Facebook.
1
Geographical
If you are in an area where there is an affluent suburb, there's a large corporate center or any other factors that may contribute to wealthy people congregating; then you want to start there.
2
Personal attributes
In addition to targeting people who are interested in retirement, you want to layer on additional interest such as buying habits, educational background, and other attributes that would closely align with your ideal client profile.
3
Messaging
The ad copy that you write plays a big role in who's going to respond to your webinar. You want to make sure that you're writing ad copy that calls out the right avatar to get them to register.
Sign up & show up
3 keys to getting prospects to show up
1
Optimized landing pages
The majority of your traffic will come from mobile and you want to make sure your landing pages load quickly with clear CTAs (call to action) or people will click the back button real quick.
2
Automated email & SMS
SMS is gonna play a huge part in getting people to show up to your event because half the people who sign up will not even check the email.
3
Web based webinar software
Attendees don't need to download anything to watch your webinar. They can simply click a link and it will open up in any web browser on a mobile device, tablet, or computer.

Webinar Marketing
Consultation
We only work with one advisor in each market and we have a limited number of spots available in each state due to the high demand right now.
Webinar Marketing
Live or automated webinars
* Ad spend not included
We offer a variety of funnels designed to generate leads online.
Features