Have you ever considered using webinars to win more clients as a financial advisor? 

They’re a great way to connect with potential clients and educate them about your services in the digital age. It’s also a lot more cost-effective and easier than running in-person seminars or workshops.

But with times changing, it’s important for us to keep up and find new ways to reach our target audience. 

In this article, we’re going to take a closer look at why financial planners are using webinars, if they actually work for getting clients, and if there are better options out there. 

We’ll also give you a step-by-step guide on how to make a high-converting webinar and promote it to reach the people you want to connect with.

Key Points / Summary

  • Webinars are a popular tool for financial planners to connect with potential clients and educate them about their services.

  • Financial advisors use webinars to build personal and interactive relationships with potential clients and demonstrate their expertise in the financial planning field.

  • Webinars have limitations such as the preference for on-demand access to information and technical problems that can reduce the conversion rate.

  • Video sales letters (VSLs) are a great alternative to webinars, offering shorter length, automation, and ease of creation.

  • To create a successful webinar, follow these steps: Choose your software, plan your webinar content, and promote your webinar.

To learn more about how financial planners can use a video sales letter to generate leads, appointments, and clients more effectively than webinars, watch this free training I’ve recorded.

Why Financial Advisors Use Webinars to Get Clients

Webinars provide financial advisors with an opportunity to build personal and interactive relationships with potential clients. 

By hosting webinars, financial planners can demonstrate their expertise in the financial planning field and provide valuable insights and advice. 

They can also answer common questions and address concerns that potential clients may have. 

The key to success is to make sure that the webinar is engaging and informative so that potential clients are more likely to trust and remember the financial advisor.

Do Webinars Help Financial Advisors Get Clients?

Yes, webinars can definitely help financial advisors get clients. But there are some drawbacks too. 

Some people prefer to access information on their own time, so they may not want to wait for a live webinar. 

And let’s face it, 30 to 60 minutes can be a long time to watch a video. Technical issues can also pop up and ruin the experience, which can lower the chances of getting new clients.

Is There Something Better Than Webinars?

Absolutely! Video sales letters (VSLs) are a great alternative to webinars. Many financial advisors who have tested both webinars and VSLs have reported better results (more leads, appointments, and clients) with VSLs.

The best part is that VSLs are shorter. For our financial advisor clients, their video sales letters are typically only 5-7 minutes, so people are more likely to watch the whole thing and take action by scheduling a call with you. 

And since they’re automated, people can watch them anytime, anywhere without having to wait for a live event. 

Plus, they’re easier to make, no need for webinar software or live setups.

Advantages of using VSLs over webinars, in a nutshell:

  • Shorter length (average of 5-7 minutes)

  • Automated (can be watched anytime, anywhere)

  • Easier to create (no need for webinar software or live setup)

To learn how to create and promote a high-converting video sales letter, watch my free training here. Although this training works for ANY business that needs high-quality sales appointments, we’ve had a lot of success doing this specifically for financial advisors.

What are some good financial planning topics for a financial advisor?

Are you looking for an effective webinar topic to add to your webinar library? If so, here are some good ideas a certified financial planner can discuss:

  • How to manage retirement funds
  • Estate planning strategies
  • Investment risk
  • Retirement planning
  • College planning
  • How to create financial goals
  • How to save money in taxes with tax planning
  • How to avoid running out of money in retirement due to market volatility
  • How to manage your cash flow with retirement planning
  • How to manage inflation with retirement planning
  • How to grow your wealth and retirement savings

As you can see, there are lots of webinar topics you could talk about as a financial advisor.

How do financial advisors create webinars for marketing their firm?

If you still want to create a webinar, here are the steps you can follow:

Step 1: Choose your webinar software

Deciding on the right software for your webinar is the first step in creating a successful online event. 

There are a few options to consider, each with its own unique features and benefits.

Option 1: WebinarJam


This platform is great for live webinars and offers a range of features, including marketing tools to help you promote your event.

Additionally, WebinarJam allows you to record your webinars and use them as on-demand content so that people can watch them at any time.

Overall, WebinarJam is a comprehensive solution for financial advisors looking to host webinars and generate more leads.

Option 2: EverWebinar


If you’re looking for an automated webinar solution, EverWebinar is a great choice. 

It allows people to watch your pre-recorded webinar at any time, without the need for a live online presentation. 

It also has features such as custom branding, lead gen, and analytics.

All in all, EverWebinar is a potent tool for financial advisors who want to get the most out of their webinar marketing efforts.

Option 3: Zoom


This video conferencing platform has become popular in recent years and is a good choice for financial advisor webinars. 

It offers a range of features, including high-quality video and audio, screen sharing, and the ability to interact with attendees through live polls and Q&A sessions

Zoom is a popular choice for financial advisors who want a simple solution for hosting webinars, as well as other types of online meetings and presentations.

Option 4: Google Meet

Google Meet

Similar to Zoom, Google Meet is a solid option for webinars, but it doesn’t offer any built-in marketing features. 

However, it can be integrated with other marketing tools, such as Calendly or your preferred online booking software, for marketing purposes. 

Google Meet is similar to Zoom but with the key difference that it’s free to use as part of Google’s workspace suite of tools.

Step 2: Plan Your Webinar Content

Once you’ve selected your webinar software, the next step is to plan the content of your event. Here are a few tips to help you get started:

  • Define your goal: What do you hope to achieve with your webinar? Are you trying to educate your audience, build your brand, or generate leads? Make sure your content is aligned with your goal.

  • Choose your topic: Consider what your target audience is interested in learning about and choose a topic that will engage and inform them.

  • Outline your presentation: Break your webinar down into an outline, including the main points you want to cover and any supporting information.

  • Make it interactive: People are more likely to engage with your webinar if you include interactive elements, such as Q&A sessions or polls.

  • Rehearse: Before your webinar, make sure to practice your presentation and test your equipment to ensure everything runs smoothly on the day of your event.

  • Repeat the webinar often: The more you host your webinar presentation, the better you’ll be at doing your webinar presentation and consequently you’ll improve your conversion rates.

Planning your webinar content carefully will help you create an event that is informative, engaging, and relevant to your target audience.

Tip: If you’re not sure what to say in your video content to convert leads into appointments & clients, check out ‘Step 2’ of my free Masterclass training.

Step 3: Promote Your Webinar


Once you’ve planned your content, it’s time to start promoting your webinar to your target audience. Here are some ways to get the word out:

  • Email marketing: Reach out to your email list and let them know about your upcoming webinar. Be sure to include a link to sign up and a description of what they can expect to learn.

  • Social media: Share information about your webinar on your social media channels. Encourage your followers to share the information with their networks.

  • Landing page: Create a landing page on your website specifically for your webinar. This will give people all the information they need to sign up, including the date and time, a description of the event, and a sign-up form.

  • Paid advertising: Consider using paid advertising to reach a larger audience. For example, you can run Facebook or Google Ads to promote your webinar.

Promoting your financial planning webinar effectively will help you get more people to sign up and attend. 

The more people you reach, the more likely you are to achieve your goal for the event, whether that’s educating your audience, building your brand, or generating leads.


While webinars have their own challenges, they remain a valuable tool for financial advisors looking to reach new clients. 

By following these steps, you can create a webinar that effectively reaches your target audience, providing them with valuable information, and increasing the chances of attracting more clients.