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 tactics
This 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