Preparing for Financial Webinars to Attract New Clients
I run a small accounting firm. We’ve been invited to offer financial webinars for a local business association, which could increase our visibility and attract new clients. My team is excited about the opportunity, but we have little experience in delivering webinars and are unsure how to begin preparing.
What should I do? Please advise using 7SFS
Here’s how you can approach the opportunity to offer financial webinars using the 7 Steps Fulfilment System (7SFS):
1. Celebrate & Be Grateful
Acknowledge the Opportunity:
Celebrate the fact that your firm has been invited to present financial webinars for a local business association. This reflects your firm’s reputation and opens up opportunities to reach new clients and build authority in your field.
Express Gratitude:
Be grateful for your team’s excitement and willingness to take on this new challenge. Their energy is crucial for making the webinars a success.
2. Align Your Fulfilment Vision
Reaffirm Your Firm’s Vision:
Align this new opportunity with your firm’s long-term goals. Ensure that offering webinars fits into your growth strategy of increasing visibility, educating potential clients, and establishing thought leadership in the accounting industry.
Set Clear Goals for the Webinars:
Define what success looks like for your webinars. This could include increasing brand awareness, generating leads, or showcasing your expertise to attract new clients.
3. Know Your Win
Define Success for the Webinars:
Success means delivering valuable, informative webinars that engage the audience and position your firm as a trusted advisor. Additionally, the webinars should help you generate leads and build relationships with potential clients.
Set KPIs:
Determine key performance indicators (KPIs) such as webinar attendance, engagement (e.g., questions asked), post-webinar follow-ups, and new client inquiries to measure the success of your efforts.
4. Know Your Client's Win
Understand Your Audience’s Needs:
The attendees of the webinars are likely local business owners looking for expert financial advice. Make sure you understand their pain points—such as tax strategies, financial planning, and compliance—and tailor your webinar content to address these.
Create Valuable Content:
Focus on providing actionable advice and practical solutions that will benefit your audience. Position the webinars as a free value-added service that can help solve their financial challenges.
5. Sign Win-Win Agreement or No Deal
Collaborate with Your Team:
Leverage your team’s strengths to ensure the webinars run smoothly. Delegate tasks such as content creation, technical setup, marketing, and follow-up outreach to different team members based on their expertise.
Seek External Help if Needed:
If your team lacks the technical skills to run the webinar smoothly (e.g., managing the online platform or ensuring good video/audio quality), consider hiring external help or using user-friendly webinar software.
6. Deliver with Excellence
Practice and Prepare:
Rehearse the webinars with your team to ensure smooth delivery. Practice answering potential questions from the audience and ensure the flow of information is clear and engaging.
Promote the Webinar:
Use social media, email marketing, and partnerships with the business association to promote the webinars and attract attendees. Ensure you capture attendees’ contact information for post-webinar follow-ups.
7. Achieve with Joy
Celebrate the Launch:
Once the webinars are delivered, celebrate the achievement with your team. Acknowledge their hard work and the success of stepping into a new space for the firm.
Reflect and Improve:
After the webinars, gather feedback from the attendees and review the performance. Reflect on what worked well and what can be improved for future webinars. Use this experience to fine-tune your approach for the next round of webinars or presentations.