Heading off on a Summer Vacation? Put Your Lead Gen on AutoPilot

Growing your practice requires generating leads, and for many advisors that means live prospecting events. 

But as summer approaches and the flurry of vacationing begins, it can be challenging to host these events. You - and your prospects - are not reliably in town on a given date. 

But just because summer is full of vacationing doesn’t mean your lead gen has to suffer. In fact, summer is the perfect time to utilize automated strategies to fill your lead-gen pipe and build your client base. 

The real game-changer? Automated webinars. Webinars still get your face and your message in front of potential clients. And by fully automating the webinar process, you can eliminate geographical limits, time zones, and scheduling conflicts - increasing the overall reach and impact of your webinar.

Here are six reasons you might want to host an automated webinar this summer:

1. They're Cost-Effective

No matter the size of your practice or marketing budget, automated webinars are typically less expensive than live events. They reduce costs related to logistics, venues, and repeated promotional efforts, making them perfect for running all year or between live events.

2. They're Time-Efficient

Automated webinars offer the convenience of pre-recorded content, freeing you from the repetition of presenting at live events. This value add is a win-win for you and your prospects. You’ll have more time to focus on other important matters, such as meeting with prospects (or hitting the beach…), and your attendees will benefit from the flexibility and convenience of accessing the webinar at their preferred time and location.

And if you’re looking for a 100% turn-key option - where everything is done for you, including the presentation - Stonewood Financial has programs to create, market, and close your automated webinars. (Schedule a call here and we’ll show you how it works!)

3. They're Great at Targeting an Audience

Automated webinars let you leverage targeted marketing strategies to reach your ideal audience and drive traffic to your webinar registration page. This can include email marketing, social media advertising, and content marketing. And because webinars are virtual, you can target prospects far beyond driving distance to a seminar venue.

4. They Can Provide Current, Compelling Content

Content is the key!  Webinars are great for connecting current events to the common challenges and pain points your target audience faces. For example, you could discuss the risk of rising taxes in retirement, legacy and estate planning, or the impact of the upcoming election on retirement. If you're looking for content, Stonewood Financial offers compliance-reviewed presentations that are ready to tackle your prospects’ biggest concerns.

5. They'll Generate Valuable Analytics

Many automated webinar platforms offer analytics to help refine and improve future webinars. You can track attendance, engagement, and interaction to understand your audience. Use analytics tools to monitor webinar performance and identify areas for improvement. And target registrants after the webinar depending on what actions they took during the presentation.

6. They Make it Easy to Follow-Up

Converting webinar leads into clients is the final step, and automated webinars make it easy to target your prospects with follow-up offers and meeting opportunities. Some webinar attendees will schedule consultations with you directly from the webinar. For others, you can nurture them through the sales funnel, calling them directly for appointments and sharing additional educational resources on topics that were discussed. (For tax-focused webinars, we’ve found brochures like this to be helpful.)

By incorporating automated webinars into your lead generation efforts, you can streamline your prospecting process, expand your reach, and ultimately drive more qualified leads for your business… even when you’re on vacation!

This summer, find time to relax without relaxing your lead gen efforts. In the fall, you’ll be grateful for a sales funnel that is thriving.