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Wowing Your Clients and Prospects With Impactful Webinars


Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.


Webinars are an ideal way to connect with clients and prospects while building credibility. This week we will focus solely on your webinar strategies. Our first piece focuses on finding ideal clients through the use of webinars. Next, we have a piece that provides timely tips to get the most out of your webinars. Our final piece covers automating your webinars to gain more clients.


Webinars are a powerful way to connect with new ideal clients. This piece shares practical tips for your next webinar to find new ideal clients.


To help you get the most out of your webinars, this piece provides a list of tactics to help attract attendees and generate leads in a shorter time period. Don’t miss it.

This author says today’s advisors can systematize their businesses using automated webinars and shares the “big three” areas to focus on when designing your next webinar.