July 17, 2023 / by Don Connelly / Marketing Yourself / 0 comments
During the pandemic, advisors seeking to gather and engage with targeted audiences had no choice but to take their show online. For those who studied and implemented the best practices of webinar marketing, the results have been excellent, producing waves of new prospects at a fraction of the cost of in-person seminars.
In this post-pandemic environment, webinars continue to be highly effective when done right. For people seeking financial information, attending online venues from the comfort of their homes or offices has become much more preferable than in-person seminars.
While putting on a webinar can be as easy as creating a PowerPoint, uploading it to a presentation platform, and making a link available, there is no guarantee of success. In fact, there are plenty of reasons why financial advisor webinars often fail. Here are five such reasons.
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5 Reasons Financial Advisor Webinars Fail
July 17, 2023 / by Don Connelly / Marketing Yourself / 0 comments
During the pandemic, advisors seeking to gather and engage with targeted audiences had no choice but to take their show online. For those who studied and implemented the best practices of webinar marketing, the results have been excellent, producing waves of new prospects at a fraction of the cost of in-person seminars.
In this post-pandemic environment, webinars continue to be highly effective when done right. For people seeking financial information, attending online venues from the comfort of their homes or offices has become much more preferable than in-person seminars.
While putting on a webinar can be as easy as creating a PowerPoint, uploading it to a presentation platform, and making a link available, there is no guarantee of success. In fact, there are plenty of reasons why financial advisor webinars often fail. Here are five such reasons.
Read more
Prospect Engagement Strategy for Creating Reasons to Call
November 7, 2022 / by Don Connelly / Managing the Relationship / 0 comments
I often hear from financial advisors who, for various reasons, are reluctant to contact prospects who remain in their pipeline. Many are hesitant to pick up the phone because they don’t feel they have anything new to offer, which, in their minds, would amount to an untimely interruption or even an annoyance. Best to avoid calling them, right?
That’s a quandary because if you want to increase prospect engagement with the hopes of moving them out of the pipeline, you actually have to engage them. It is also problematic because, as successful advisors know, prospects’ needs change over time, and the only way to win their business is to be in the right place at the right time, with the right message. That can’t happen if you avoid the calls.
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8 Tips to Revive Your In-Person Seminar Marketing
August 2, 2021 / by Don Connelly / Marketing Yourself / 0 comments
Financial advisors have long favored in-person seminars as an effective prospecting tool. That changed when the pandemic hit, forcing advisors to adapt, using online webinars and Zoom meetings. But, while online webinars have been helpful in broadening advisors’ reach, they haven’t necessarily led to more appointments for some Advisors—certainly not at the level of in-person seminars. If that is true for you too, with the pandemic receding, it may be time to get back to tried-and-true in-person seminars.
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