Webinars: 11 tips to boost client engagement [Case Study] | Ep 19

15/10/2025 47 min Episodio 19

Listen "Webinars: 11 tips to boost client engagement [Case Study] | Ep 19"

Episode Synopsis

Do webinars still work in 2025?Yes, for the right audience.  And especially as a way to mass-market & engage your current clients. Using real data from a $3B AUM firm, Stephen & Faustin talk about the pros and cons of webinars as a tool for advisory firms, and share 11 tips to boost client engagement.We cover:• Why the 80/20 approach (marketing to clients vs. strangers) makes webinars more valuable • How Burney Company increased webinar registrations from 60 to 150+ per session • The 11 tactics that drive consistent attendance and engagement ⏱️ Timestamps:(0:00) Welcome & why webinars aren't dead (4:05) Burney Company case study introduction - $3B firm(6:15) The validation process - interviewing clients first (9:23) Crisis communication advantage - tariff response example (14:20) The data - 250% increase in registrations (17:50) 11 tactical tips for webinar success (18:05) Tip 1: Commit to regular cadence (19:00) Tip 2: Same time, same day consistency (22:00) Tips 3-4: Multiple presenters and mixing team members (23:30) Tip 5: Interactive Q&A formats using Slido (26:10) Tip 6: Top-of-mind topics aligned with client service calendar (29:25) Tip 7: Multi-channel promotion strategy (32:20) Tip 8: Professional landing pages that convert (33:45) Tip 9: Recorded follow-up with key takeaways (37:00) Tips 10-11: Feedback loops and marketing champions (39:12) Bonus experiments - niche webinars and exclusivity tacticsThis episode provides a proven framework for turning webinars into a cornerstone of your client engagement strategy.We help financial advisors reach their AUM goals through strategic marketing. Subscribe to ⁠⁠⁠Craft on Tap on YouTube ⁠⁠⁠and learn more about our services at ⁠⁠⁠craftimpact.com#FinancialAdvisors #ClientEngagement #Webinars #RIAMarketing

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