And How OneSeven Can Help You Do It with Ease
In the financial services industry, building trust is everything—and one of the most effective ways to establish that trust is through education. Workshops and webinars are powerful tools for financial advisors who want to grow their client base while positioning themselves as credible, approachable experts.
Whether you prefer in-person events or online sessions, these formats offer an ideal opportunity to connect, provide value, and start meaningful conversations with potential clients.
Why Workshops and Webinars Work
- Build Trust Through Education
When people attend a financial workshop or webinar, they’re showing interest in improving their financial well-being. By teaching them something useful—without pushing a sales pitch—you instantly establish yourself as a knowledgeable, trustworthy resource. - Attract Your Ideal Clients
You can tailor your events to attract specific groups: retirees, small business owners, high-income earners, young professionals, women in transition, etc. That makes your message more relevant and your attendee list more aligned with your ideal client profile. - Create Scalable, Evergreen Marketing
Webinars can be recorded and reused as part of your digital marketing strategy. With the right setup, one well-crafted webinar can generate leads long after the initial presentation is over. - Offer Real-Time Interaction
Live events give people a chance to engage, ask questions, and see your personality—all of which deepen trust and rapport.
How OneSeven Helps You Succeed
At OneSeven, we provide our advisors with the infrastructure and support to make running workshops and webinars easy, effective, and scalable.
✅ Automated Webinar Tools
We help you record and launch webinars that run on autopilot—while still capturing leads, engaging viewers, and converting interest into action.
✅ Lead Generation Workshops
We’ve developed proven, client-facing workshops with content already built out—ready for you to customize, host, and share. These workshops are designed to spark interest, generate leads, and convert prospects into clients.
✅ Marketing Support
From branded registration pages to email sequences and social media promotion, our team helps you get eyes on your event and fill the (virtual or real) seats.
✅ Coaching and Strategy
Not sure where to start? We coach our advisors on presentation skills, content development, and how to turn attendees into long-term clients.
Final Thought
Workshops and webinars are more than just marketing tactics—they’re opportunities to connect, educate, and build trust with the people you’re best positioned to help. When done well, they can become one of your most powerful and consistent sources of new business.
Want to learn how OneSeven can help you run your next high-impact workshop or webinar? Let’s talk!
