You are an investment and personal finance expert. You have made a lot of people a lot of money through your aggressive investing strategy. But, it’s not for everyone. How can you share what you know with potential clients, weed out who’s not ready for aggressive investing and make money in the process?


Webinars are a great way to position yourself as an expert in your field and help you attract the right kinds of clients.


Cast a Wide Net

Webinars help you reach a large audience that you typically wouldn’t have access to. ClickMeeting allows you to share information about your webinar on social media with the click of a button. You can also live stream your webinar on Facebook or YouTube.

But, don’t tell too much when you’re live streaming. Provide enough information to show your audience your breadth of knowledge, but don’t give away all of your investing secrets. Give your audience a taste – show the results you’ve gotten for other clients to make your audience want more. This also serves to position you as an expert in your field.

Setting up your webinar is easy, and ClickMeeting has multiple tools that can help explain your strategy so that your audience understands it and feels more comfortable. The Presentation feature allows you to provide multi-media information to potential clients so that they can see and hear what you are talking about. This will help them better understand the information.

The Whiteboard allows you to make the complex simple. It is a great feature to show your audience formulas or calculate how you arrive at certain financial results. For even greater impact, use Screen-Sharing. You can show the market in real time so that potential investors can see how it all works.


Aggressive Investment is Not For Everyone

During your webinar, you can collect information from your audience. Use Polls & Surveys to determine what kinds of investments your audience is ready for.

Aggressive investment is only for those clients who are willing and able to take risks. A 40-year-old business-man with 3 kids and a hefty mortgage is probably not your client and is rather more into conservative investing. However, a 20-something single woman with a low debt-to-income ratio might be the perfect fit for your business.

You can use webinars to educate your potential client base and save yourself time and money on people who are not ready or in the right position for your services. Use the Polls & Surveys to help weed out those people who might not be right for your particular strategy and then point them in the right direction.

Live Q&A is a great tool to engage with your audience and answer questions. Your audience might be nervous about making these kinds of high-risk investments. This is your opportunity to build trust and allay their fears personally.


Make Money

You are an high growth expert, and your knowledge is worth something. You can use Paid Webinars and make money to share your knowledge. You charge a flat fee for people to attend your webinar. This not only makes you money, but it also lets you know who is serious and ready for your kind of investing.

But, that’s not the end of the story. Use the Call to Action button to turn your audience into clients. This button directs your audience to your website where they can sign up for a consultation with you or even purchase your services.

Follow up is an important part of any marketing strategy, and webinars are no different. You’ve provided your audience with a lot of information. And, because you’ve used Polls and Q&A, you have a lot of information from them. Use this information to tailor your marketing strategy to reach the right audience with the right information.

If you’re ready to make webinars part of your marketing strategy, learn more about ClickMeeting Features. It’s a low-risk, high-reward way to increase your investment business and reach new clients!

1 Star2 Stars3 Stars4 Stars5 Stars (1 votes, average: 5.00 out of 5)

Posted by Jakub Zielinski

Content Writer @ClickMeeting, Co-Founder @ Much2Kind Marketing

Time to move your events online. Do it with ClickMeeting


Leave a reply

Your email address will not be published. Required fields are marked *