Why Advisors Should Host Informational Webinars (And Post the Replay to YouTube)
One of the best ways for financial advisors to stand out is by showing up—live. Hosting an occasional informational webinar is a low-cost, high-impact way to build trust, demonstrate your expertise, and create a steady pipeline of leads.
When the webinar is over, post the replay to YouTube. It’s a powerful, long-lasting piece of content that keeps working for you behind the scenes.
Here’s why this strategy works—and how to get started:
1. Position Yourself as a Trusted Expert
People don’t hire advisors—they hire the right advisor they feel comfortable with. Hosting a webinar on a timely or timeless topic gives you the stage to prove you know your stuff. Whether you’re breaking down Roth conversions, explaining how to invest during volatile periods, or walking through year-end tax strategies, you’re giving your audience valuable insights while naturally positioning yourself as someone they can trust with their money.
Bonus: You don’t have to be a professional speaker. People aren’t expecting perfection—they’re looking for someone real, knowledgeable, and approachable. Some advisors like to think of webinars as simply an extension of a client meeting, or another opportunity to educate and inform.
2. Create Real-Time Connection with Clients and Prospects
The live aspect of a webinar allows for something rare in marketing: conversation. Attendees can ask questions, vote in polls, and engage directly with you. This back-and-forth turns a passive audience into active participants—and gives you a chance to hear what they’re worried about, what they’re confused by, and what they really want help with.
Even if only 5, 10 or 20 people attend live, those connections are often far more valuable than hundreds of passive impressions.
3. Extend the Life of Your Webinar with YouTube
Once your webinar is done, don’t let it disappear. Upload the replay to your YouTube channel with a clear, search-friendly title like “How to Retire Early: 5 Steps to Financial Independence.” Include a helpful description, links to your website or free resources, and timestamps for key topics.
Now you’ve turned a 1-hour event into an evergreen marketing asset that can be watched hundreds or thousands of times over the months (or years!) ahead.
YouTube is the second-largest search engine in the world—why not have your insights show up there?
4. Build and Nurture Your Email List
Webinars are a great way to ethically “trade” value for attention. When you promote your event, ask people to register with their name and email address. Boom—you’ve just created a warm lead list of people who are interested in your topic and already see you as a helpful resource.
After the webinar, follow up with a thank-you email, a link to the replay, and maybe even a call-to-action like:
➡️ Want to go deeper on this? Book a 15-minute intro call with me here.
5. Multiply Your Marketing Output Without Burnout
A single webinar can fuel your marketing for weeks. You can:
Pull out 2-3 short video clips for social media
Turn the key insights into a blog post
Write out key takeaways or insights into posts for LinkedIn or Twitter/X
Use the Q&A to inspire future content
Embed the YouTube replay on your website
Feature the replay in your next newsletter with a few written takeaways
In other words, one webinar = 5+ marketing touchpoints. That’s efficient, scalable content marketing that builds trust at every stage of the client journey.
How to Get Started
You don’t need fancy gear or a big audience to make this work. Start simple:
Choose a topic you talk about often with clients
Pick a date/time and use Zoom
Promote it via email, LinkedIn, and your website
Host the session and record it
Post the replay to YouTube and share it again
Rinse, repeat, and watch your authority—and visibility—grow.
Final Thought
People want to work with advisors who are helpful, knowledgeable, and human. Webinars give you a platform to show all three, especially in an age of AI.
And when you combine that with the long tail of YouTube, you’re not just educating—you’re building a library of trust.
Need help planning, promoting, or repurposing your webinars? That’s exactly what I help advisors do. Reach out to discuss how webinars can help you engage with clients and attract new ones in an authentic way.
