You’ve probably thought about hosting a webinar, or maybe you’ve already tried one. But if you’re like a lot of financial advisors, the turnout was smaller than you hoped, or people didn’t stay long. And it’s frustrating, because you know your advice can help. The problem usually isn’t the content. It’s how you market the webinar in the first place.

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Why Webinars Struggle to Get Noticed

Most webinar invites feel like homework. They’re too formal, too broad, or just don’t hit the right tone. People are busy. If they’re going to take 30 minutes out of their day, they need to know it’s worth it, and more importantly, that it’s for them.

What works better is messaging that feels personal and solves a specific problem. That means marketing your webinar like you’re inviting someone to a conversation, not a lecture.

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How to Get People to Show Up

Webinar marketing doesn’t have to be complicated. It just needs to feel human. Here are three real examples you can steal or tweak based on your own clients:

• Email invite:
  Subject: “Thinking about retiring early? Let’s talk through the math.”
  Body: “I’m hosting a short webinar this Thursday to walk through what early retirement really looks like financially. No jargon, just a clear view of your options. I’ll also answer live questions at the end.”
• LinkedIn post:
  “If you’ve recently changed jobs and aren’t sure what to do with your 401(k), I’m breaking it down in a quick webinar this week. Come hang out, ask questions, and leave with a plan.”
• Personal text or DM to warm leads:
  “Hey Sarah, I’m doing a short session this week on college savings plans and figured it might be helpful for you and Jake. Want me to save you a spot?”

When you reach out like this, it doesn’t feel like marketing. It feels like you’re offering a hand.

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Keep It Short, Clear, and Friendly

Once people sign up, don’t overload them. Your confirmation emails should remind them what they’ll learn and how it applies to their life. During the webinar, keep it simple. Focus on one topic. Use stories and plain language. And leave time for questions.

After it’s over, follow up. Send a quick recap email with one helpful takeaway. Thank them for showing up. That alone sets you apart from most webinars out there.

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Turn Interest Into Action

The goal of your webinar isn’t just to impress people, it’s to connect. When someone joins your webinar, they’re telling you they care about their financial future. That’s your moment to follow up with a personal message, not a generic newsletter.

If webinar marketing has felt like a lot of work for little payoff, we can help. At Levitate, we make it easy for financial advisors to run webinars that people actually want to attend, and to turn those attendees into long-term clients.

Let’s talk about how you can get more from every event. Book a demo with one of our product experts to get started.