If 2020 taught us anything about financial advisor webinars it’s this: embrace them.
We’ve all recognized the need to embrace digital and virtual marketing to reach more prospects and clients and to provide a fresh approach to respond 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.