[Step 5] 8 Step by Step Strategy for Financial Advisors to Generate Leads Online Using Digital Marketing

5. Webinar

Educational Webinar to Generate Leads Online

When a prospect signs up for your webinars, you are 1 step closer to them. You are giving them information while you receive their information as well. This is another great way to teach them the importance and benefits of your products and services. Eventually, some of those who attends the webinars become a qualified lead. You can use Zoom, Skype or other similar platform to conduct your webinars.


Let’s talk about Zoom, the faster growing webinar platform right now.

According to Zoom, these are the prerequisites for starting zoom webinar.

  • Must purchase a Webinar plan of 100, 500, 1000, 3000, 5000, or 10000 participants
  • Host user type must be Licensed and be assigned the Webinar add-on
  • Zoom Desktop Client version 3.0+
  • Zoom Mobile App version 3.0+

The free plan, however, allows you to host video conferences of up to 40 minutes and up to 100 participants.



There are three different ways to invite attendees to register:

  • Copy the registration URL and share via email, your website, etc.
  • Select Copy the invitation to view and copy the invitation created by Zoom to send out to your attendees.
  • Select Email me the invitation to receive a copy of the Zoom invitation that you can then forward to potential attendees.


Starting a Webinar

There are a few ways that you can start your webinar.

  • Sign in to the Zoom web portal and click Webinars. Find the webinar, and click Start.
  • In the Zoom client, click on the Meetings Find the webinar, and click Start.
  • If you have added this to your calendar, click on the link displayed on your calendar reminder. Make sure that you are logged into your Zoom account before clicking the link.


Of course, you don’t just limit yourself to Zoom webinars. You may try other webinar platforms online too!


Remember, it is your job and responsibility to treat your generated leads right and with respect once you get their information. Do not spam them.

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