Updated September 27, 2023, at 11:40 AM
By now, we’ve all recognized the need for financial advisors to embrace digital marketing to reach more prospects and clients. Not to mention, it provides a renewed approach to the way our financial industry is shifting.
Whether you’ve had plenty of success or no success with webinars (or if you haven’t tried them yet), we’ll cover important webinar best practices for financial advisors to know—from preparation to the webinar itself, to the follow-up actions you should take to help add new clients and grow your financial planning business.