Win New Business with Webinars

What if you could host events without geographic limits, scale your reach infinitely, and still spend less per appointment than traditional workshops?

In this episode of the Advisor to Advisor podcast, Jonathan and Chazz reveal why webinars have become one of the most powerful marketing tools for financial advisors, and what to watch out for if you’re considering them. From breaking free of venue caps to attracting prospects who prefer to engage online, webinars are changing the game for advisors in 2025 and beyond.

What you’ll get out of this episode:

• Why the average cold-traffic webinar show rate is only 16% — and how Steep consistently gets ~40%
• The secret to increasing attendance rates (hint: it’s all about timing your ad window)
• How webinars remove geographic and capacity constraints so you can scale beyond local events
• The surprising ways pre-recorded webinars can give you back your time while filling your calendar
• When webinars can cut your cost per lead — and why chasing “cheaper leads” is the wrong motive
• The hidden opportunity to engage a whole new type of prospect who prefers meeting virtually
• Three key decisions you must make before you launch your first webinar

“If you create a webinar that gets 20 people or 20,000 people, the effort is identical — and that’s why it’s such a powerful scaling strategy.”
— Jonathan Musgrave

Whether you’re curious about webinars or ready to scale beyond dinner seminars, this episode will give you the foundation to launch with confidence.