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  • Writer's pictureFinancial Marketing Pros

Pro-Tip #18: The Power of a Webinar to Motivate and Persuade

From the desks of Joe Bayliss & Roy Furr


We are eating our own dog food.


We’ve just recorded and released a brand new webinar-style training for financial advisors, titled 5 Marketing Secrets Behind $2 Billion in Production.


There are at least two good reasons you should pay attention to this.


  1. If you’re a financial advisor interested in getting more qualified leads and increasing production, there are proven strategies throughout this training that can help you achieve those goals.

  2. Because we are demonstrating a marketing strategy that has also been effective for our financial advisors to generate appointments with highly motivated and qualified leads.


We’ve written about webinars many times over the last few weeks, in part because they’ve been so effective for our clients.


If you have a database of prospects, a webinar presentation can be highly-effective at getting the warmest leads to re-engage and raise their hands.  The same webinar content can also be used to convert cold leads.


We’ve found that longer-form content, regardless of the media, generates especially qualified leads and appointments.


Why?  Because of the amount of time a prospect spends with you prior to requesting the appointment.  With longer content, your prospect is being educated, motivated, and persuaded that you are the expert and you can help them solve their problem.  Plus they are qualifying themselves as an engaged prospect by watching until you make your offer.


A good webinar doesn’t have to be fancy.  It can be simple and straightforward, as long as you’re using the strategies that we use to get your best prospects to raise their hand.


This includes strategies to:


  • Attract prospects to watch the webinar…

  • Motivate your prospects through effective messaging…

  • Inspire prospects to take action at the end, to request an appointment.


When you watch our new webinar on the strategies our clients used to generate over $2 billion in combined production last year, you’ll see much of that in action.


And if you’re interested in discussing how a webinar can be a valuable tool in generating appointments for your financial advisory, we can discuss that with you as well.


We offer a free Marketing Strategy Audit to help you discover which media channels and marketing strategies will generate the biggest results for you.



Please understand we’re currently only accepting new clients who are spending a minimum of $250,000 per year in marketing.


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