Our Process
We've built a streamlined system to help financial advisors attract the right prospects, deliver engaging webinars, and turn attendees into new clients. From audience targeting to appointment scheduling, every step is designed to maximize your results while saving you time.
Step 1: Blueprint
We start with a brief intake to learn your topic, goals, and the demographic you want. We define the ideal client profile, geography, and compliance requirements, then map the webinar angle and offer that will attract qualified prospects.
Step 2: Outreach
We launch ads that reach your target audience. Creative, copy, and placements are tailored to your niche. We pair the ads with a high-converting landing page, simple registration form, pixel and conversion tracking, and automated emails and SMS reminders to maximize show-up rates.
Step 3: Webinar
Your recorded webinar runs on a platform for everyone who registers. We handle reminder sequences, access links, attendance tracking, and viewer engagement tools like timed prompts and post-view surveys. You focus on the message, we handle the mechanics.
Step 4: Bookings
We place clear calls to action during and after the webinar that route prospects to your calendar. Post-event follow-ups nudge attendees and no-shows to schedule, and warm leads are added to a nurturing sequence.