Automated Webinars: A Force Multiplier

RA Marketing • Feb 26, 2024

Automated Webinars: A Force Multiplier

One of our approaches at RA Marketing includes marketing automation for webinars. In today's fast-paced world, financial advisors are constantly seeking innovative ways to maximize their productivity while still delivering high-quality services to their clients. One such innovation that has been gaining momentum in the industry is the use of automated webinars. These virtual presentations offer a "force multiplier" effect, significantly amplifying the advisor's reach, impact, and value without the constraints or resource requirements of traditional in-person seminars or other marketing efforts.

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1) READ it - just keep scrolling and you're on your way...


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The Force Multiplier Effect

Imagine having a powerful webinar presentation that effectively communicates your expertise and insights on any number of topics to qualified prospects. Now, invision being able to leverage that same presentation repeatedly, reaching a broader audience each time without having to expend additional resources. That's the beauty of automated webinars – they serve as force multipliers for financial advisors.

With just a handful of well-crafted webinar recordings covering various topics, advisors can create a rotation schedule, offering relevant content each month. This approach not only saves time but also eliminates the logistical hassles associated with in-person events, such as setting up venues, managing technology, coordinating with staff, and dealing with food and meus. Instead, advisors can focus their energy on what truly matters – delivering valuable insights and building relationships with clients.

In fact, the advisor sponsoring the webinar doesn’t even have to be present when the webinar is occurring. All the marketing and tech is handled, creating a completely automated marketing experience for the advisor. You do have to be present for the new appointments your webinar will create. 

Note that this is different from an “ever-webinar” concept, in which advisors might have a pre-recorded webinar available on their website for prospects to watch at their leisure. Those long-term, nurturing type of approaches can work. The automated webinar campaign we are discussing has a specific date and time that prospects are driven to attend, and though the webinar might be recorded ahead of time, it feels live to those attending. This is an important distinction. 

Liberating Time for Growth

Let's delve deeper into how automated webinars can free up valuable time for financial advisors. Consider a scenario where an advisor typically hosts two in-person seminars every month. Each seminar requires significant preparation, travel, and on-site management, consuming a considerable chunk of the advisor's schedule, not to mention financial resources if these are dinner seminars.

Now, imagine if one of those seminars were replaced with an automated webinar. Suddenly, the advisor gains back precious hours that would have been spent on logistics. With this newfound time, they can redirect their efforts towards other income-generating activities, such as prospecting, client meetings, or refining their service offerings–or even taking the night off to be with family. 

Moreover, the scalability of automated webinars allows advisors to accommodate a larger audience without increasing their workload. As more prospects engage with the pre-recorded content, the advisor's calendar fills up with new appointments, leading to a more efficient and sustainable growth strategy. In fact, while more traditional in-person events are effective (and should be used), we have found that adding automated webinars as an arrow in the marketing quiver has increased advisors’ bottom line significantly while decreasing stress and hassle. This is the very definition of a force multiplier for an advisor. 

With the right targeting, those who register for your webinar will be of a high quality. No one is coming “just for the food”, in other words. And those who decide to set an appointment with you are genuinely interested in the topic they heard you present. Think about it: There is no other reason that someone took time out of their evening to listen to your webinar and then set an appointment (which is built into the webinar as well). More often than not, the people who set appointments are motivated and open.  

Embracing Technology for Success

In today's digital age, embracing technology is not just a matter of convenience – it's a strategic imperative for financial advisors looking to stay competitive. Automated webinars offer a compelling solution for advisors seeking to optimize their time and resources while delivering impactful educational content to their audience.

By leveraging the power of automation, advisors can transform their retirement planning practice into a well-oiled machine, capable of reaching and engaging with clients on a scale never before possible. Plus, we would bet you could probably figure out something meaningful to do with freed up time and money. 

In conclusion, automated webinars represent a game-changing tool for financial advisors, serving as force multipliers that amplify their reach, efficiency, impact, and, most importantly, value. By harnessing the power of technology, advisors can unlock new levels of productivity and growth, all while experiencing less stress and hassle. 

Best of all, your calendar fills up with quality appointments. 

Contact us to see how automated webinars could help you scale your business and increase profitability.
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