Webinar Strategies for Financial Advisors: Engagement to Conversion

When it comes to webinars, many advisors focus solely on the handful who attend live while leaving the majority of registrants completely unworked. If you had 80 people register and 8 people booked on your calendar, what are you doing with the other 72 leads you've already paid for? Join host Kalem Mackey, Executive VP and Partner at C2P, as he sits down with Matt Seitz, Chief Marketing Officer at C2P and JL Smith Holistic Wealth Management, as they discuss how to improve your webinar process from touchpoint to follow-up. From mastering the unique challenges of presenting without audience feedback to implementing documented follow-up systems that work every lead, you’ll learn practical ways to transform your webinars from one-time events into systematic lead conversion machines.

Resources:

• Lead generation partners referenced: Eight Digit Media, AFEA, AcquireUp (formerly White Glove)
• Follow-up call service referenced: Pellegrini Team Consulting (Gina Pellegrini)

C2P Advisors Only:

• Coaching and support program referenced: MentorCONNECT
• Content library Platform referenced: C2P Central

Statistics:

• Attendance rates are declining industry-wide due to webinar fatigue and preference for replay viewing