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
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.
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
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.
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.
3. KNOW YOUR WIN
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.
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
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.
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
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.
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
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.
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
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.
If you win the contract, reflect on what worked well during the bidding process and what could be improved. If you don’t win, analyse feedback (if provided) and use it as an opportunity to refine your approach for future bids.
By following these steps, you can successfully prepare for and deliver financial webinars that provide value to your audience while enhancing your firm’s visibility and generating new business opportunities.