Both modes work here
Webinars for financial advisers
A financial adviser has one finite resource: hours in the calendar. A conversation with someone who does not yet understand the difference between IKE and IKZE (two types of Polish tax-advantaged retirement accounts) takes as long as one with a client ready to sign, and brings in less. A webinar explains the basics once for 200 people, so the calendar fills with conversations that make sense.
Example flow
Both modesStep 1
An ad leads to a sign-up page…
Step 2
The auto webinar runs 38 minutes
Step 3
At minute 14 a poll, "how many…
Step 4
The offer at minute 26
Step 5
A question about tax on bond gains…
Today
What costs time and money today
An introductory meeting takes 60 minutes and half the time ends with "I need to think about it".
People from ads leave a phone number and do not pick up, because they do not yet know who is calling or why.
Material about retirement and life insurance has to be explained from zero to every new person.
The end of the tax year creates a peak that one calendar cannot handle.
Both modes work here
The two modes play different roles here, which is why they work together. Live sessions carry topical subjects, such as changed limits, a new law or the market situation, where the value lies in the adviser answering today. The auto webinar carries the lecture on how compound interest works, which is the same in March and in October, and a session every 20 minutes catches people at the moment they clicked the ad. A sales window counted from the viewer's session gives everyone the same 48 hours, so the campaign runs on its own for weeks.
Live webinar
Fits- Questions answered on the spot
- Offer shown at the right moment
- Fresh topic, relevant today
Auto webinar
Fits- A new start every few dozen minutes
- Sales window from the viewer's session
- Runs without a host
Step by step
An example flow from ad to sale
The numbers are examples. They show scale, not a guaranteed result.
- 1
An ad leads to a sign-up page…
An ad leads to a sign-up page with a "start now" option and the next available session, so someone clicking on Wednesday at 22:10 starts immediately.
- 2
The auto webinar runs 38 minutes
The auto webinar runs 38 minutes: no skipping ahead, a viewer counter following a natural curve and comments at scheduled seconds.
- 3
At minute 14 a poll, "how many…
At minute 14 a poll, "how many years until you plan to retire", shows results in percentages, and the results view shows how the whole group answered.
- 4
The offer at minute 26
The offer at minute 26: a free portfolio review, open for 48 hours from the viewer's session, then an end screen with a link to the offer.
- 5
A question about tax on bond gains…
A question about tax on bond gains goes to the adviser's Telegram and the answer comes back to that person's chat, while a related email waits until 8:00 because of quiet hours.
Features
The features that work hardest here
Viewer questions via Telegram
Someone watching at 23:00 gets an answer from the adviser, not from a bot, and comes back into the funnel.
Sales window counted from the viewer's session
Everyone gets the same 48-hour window, so the campaign does not need its dates reset every week.
Polls inside the recording
The spread of answers about investment horizon shows which audience the campaign is really talking to.
Biggest drop-off named outright
You can see that people leave at minute 19, during the part about fees, and that part gets reworked.
Stripe with no commission
Payment for a workshop lands in the adviser's account, and the platform is not part of the money flow.
FAQ
Questions
Will viewers realise it is a recording?
How does this connect to the email tool I already use?
What about someone who left at minute 12?
Live webinars and auto webinars in one tool
Accounts are invitation only while the platform is in closed beta. Send a short email describing the webinars you plan to run and we will send you access.