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Webinars: 5 Key Tips For Financial Advisors

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This episode of The Focused Advisor Podcast is a cameo episode. I went on the concierge medical marketing podcast with my friend, Stephen Schwartz, who runs concierge medical marketing. I share some of the things I’ve learned after being involved in well over like a thousand webinars, whether that’s hosting or managing them.

I include the five things that I believe are elements of a good Webinar, and these are just as relevant for financial advisors as they are for concierge medical doctors who deal with those high net worth individuals, ultra high net worth individuals as well. So enjoy the show.

Episode Links

The Focused Advisor Podcast
Concierge Medical Marketing Podcast
Steven Schwartz
Ryan Ross
BrightTALK
Zoom
EasyWebinar
GetResponse
Adobe
Microsoft Teams
Hublio
BrightTalk
On24
Donald Miller
Building a Story Brand
IFA Marketing

Transcript

[00:01:12] Steven Schwartz: Hello, and welcome to another episode of the concierge medical marketing podcast. I’m your host, Steven Schwartz, and it’s my pleasure and my privilege to have you along today. My guest is Ryan Ross. Ryan is an expert on creating engaging webinars, and he has five amazing tips, secrets, or tricks, whatever you want to call them to creating an engaging webinar, Ryan, thanks for being with us here today.

[00:01:40] Steven Schwartz: Pleasure to be here. Wonderful. Thanks so much. Um, quickly, give us a background on yourself and how you came about learning how to create an effective and engaging webinar.

[00:01:55] Ryan Ross: Yeah. So, I began in the world of webinars in 2016. I started working at a company called bright talk, which is arguably the world’s largest webinar platform.

[00:02:06] Ryan Ross: A lot of people know about zoom. This is a B2B we would, we would call it like YouTube for business because it was a network of professionals that would come to bright talk and watch the content that our clients would create. And I helped, uh, bright talks, clients create. Content, and we would create 400 webinars a week at the company.

[00:02:27] Ryan Ross: And I would also help specific clients, um, develop their content strategy, host the webinars, make sure they’re engaging. And that was in 2016. I started with them. And then in 2021, I started my own company helping individuals. Uh, consultants and, uh, other, other types of professionals, smaller businesses create content strategy and also do like backend technical work on webinars.

[00:02:56] Ryan Ross: So I’ve seen, I probably have been involved in over a thousand webinars myself, helping people develop content, calendars, content strategy. Making sure that the webinars have the right elements in them in order to actually make them worth it, because you’re putting a lot of time into creating a webinar, and if it’s not effective, if it’s not engaging people, it’s kind of just a waste of time.

[00:03:21] Ryan Ross: So I help people not waste time on webinars.

[00:03:24] Steven Schwartz: Excellent. And obviously, your, your specialty is working with independent financial advisors on their webinars. But as we talked about before we started recording. You said that the same techniques are great for concierge medical practices, as well as many other industries and types of businesses, correct?

[00:03:44] Steven Schwartz: Yeah.

[00:03:45] Ryan Ross: I, yeah, I think because at the end of the day, you’re trying to identify the needs of your audience. If, as long as you know who your core audience is, who’s, who’s in the audience, right. And what their needs are, if you can identify, um, What, what the hero that they are to your guide, there’s a great book.

[00:04:03] Ryan Ross: Uh, I think it’s by Donald Miller called building a story brand. Right. And the, the, the concept is like, you are the guide, your, your audience is the hero and they’re in their story. And this will work across industries. We can apply it to concierge medical or independent financial advisor. It doesn’t matter.

[00:04:23] Ryan Ross: Right. We’re building that, that foundation. And using the elements to create a compelling webinar, um, regardless of who’s in the audience, but it comes down to knowing who’s in the audience and making sure that they can be engaged.

[00:04:36] Steven Schwartz: Love it. Well, let’s jump right into this. You said you have five, uh, five items or five tips to share with our listeners.

[00:04:43] Steven Schwartz: What’s number one? Yeah. So

[00:04:45] Ryan Ross: first one is, uh, this is all these honestly might sound very simple, but. I say that simple is a lot better than complicated. Doesn’t need to be rocket science here. Uh, these are the, these are the things that I have experienced in, in working on webinars for so long. Um, and I’m just really going to simplify things.

[00:05:04] Ryan Ross: So the first one is pick a good topic, right? And there’s three kind of elements to picking what a good topic is. First one. Um, You might want to talk to your clients about what pain points they might have anytime you speak with them. Like, oh, you know, um, if, if you’re, if you’re a concierge medical doctor, right?

[00:05:21] Ryan Ross: You say, you know, what pains do you have in these days? How’s your insurance working? Things like that. Um, speak with your clients, but also go to, uh, I like to say go to industry conferences and figure out what are the topics that people are talking about, right? So whatever the niche you have is, go to industry conferences.

[00:05:39] Ryan Ross: Actually, you don’t need to go to them. Because they’ll probably have a website and they’ll probably have the agenda on the website. If not of this year. The list of speakers

[00:05:48] Steven Schwartz: and what they’re going to talk about. They’re going to have

[00:05:49] Ryan Ross: the agenda. So, and we’ll get to the list of speakers in a second. Um, but they’ll, they’ll have what people are talking about.

[00:05:56] Ryan Ross: And if you look back through the last three to five years of those industry conferences, you’ll see that there’s going to be two types of content that they’re speaking about. The first one. Is the things that always happen. Those are the consistent topics, right? Uh, and in, in, uh, in the advisory world, it’s going to be like, what’s happening in ETFs or what’s the macro environment look like in healthcare?

[00:06:18] Ryan Ross: It might be dealing with insurance, right? Or like how to, uh, improve your medical practice. Um, those are going to be the consistent topics, but then you’re going to have the hot topics, right? AI in concierge medical. What does that look like? Or it might be Medicare stuff. I don’t know, but identify what those topics are and pick a webinar.

[00:06:42] Ryan Ross: That topic that is, I would say, start with general and then go to the really complicated stuff, start with a simple topic, right? Uh, another thing you can do to find a good topic is go to answer the people. com. Yes. And you can get like, yeah, you can get like, you might be able to only do like three. Topics per day, three searches per day, but just type in like, um, whatever your target market is and it’ll say like what people are asking about and you can use that to guide the top, the content at the end of the day, you want to educate, you don’t want to sell during the webinar.

[00:07:20] Ryan Ross: So like let people know, um, Give people facts and let them decide for themselves. Don’t use the webinar to sell. Um, you can use an attachment at the end of the webinar to guide them to a link and sell, and maybe sell them something. But use it as a chance to inform them on what’s happening in the world.

[00:07:40] Ryan Ross: Agreed. So that’s one. Pick a good topic. Love it. Should I go to the second one? Number two. Go for it. Okay, number two. Well, this is a continuation of number one. Get speakers. Don’t Um, it might be you only talking in the webinar and I did this earlier today, right? This was me talking about mega trends in the industry, right?

[00:08:01] Ryan Ross: Big topic. Um, but it might be a panel of people. And if you need to find more people to speak on the webinar, you could ask family or friends. Maybe not family. Or industry colleagues, things like that.

[00:08:14] Steven Schwartz: Unless they’re a concierge medical

[00:08:17] Ryan Ross: physician. Unless they’re a concierge medical, uh, Maybe you work with them, right?

[00:08:21] Ryan Ross: My pediatrician, she works, her brother’s like, working with her. Many times in the

[00:08:28] Steven Schwartz: physicians I’ve worked with, the spouse is the person who works at the front desk and office manager. Honestly. It’s not as crazy as

[00:08:36] Ryan Ross: you think. It could be a really good conversation, or it actually could be. That might be a really good place to start, but if, if that’s not the case for you, um, go to those industry websites, figure out like who’s already speaking, or right, maybe who spoke last year.

[00:08:51] Ryan Ross: The people might, that might be speaking, they could be really enthusiastic to speak, and they’ll be like, oh yeah, I’ll definitely talk about this. X Y Z subject and you can have a discussion there. Um, they’ll probably have panels on those industry conference websites and say, Oh, four people are speaking.

[00:09:06] Ryan Ross: I’ll invite all of them to. I did this all the time at bright talk. We would just say like, Hey, do you want to talk about the topic that you were speaking about at the conference? Uh, we’ll just replicate that online. And it’s fresh in their mind. So it makes sense. Or, uh, you could also try, look on Amazon, see who’s written a book about what you want to talk about and say, Hey, you want to come on, on, on the webinar and talk about that.

[00:09:30] Ryan Ross: And I want to incorporate that into my panel. So get speakers. If you’re doing a panel, it’s people, you know, or industry speakers from the events. I would not do more than four people. Outside of the moderator, right? So you don’t want to have more than five people total on a webinar. I would just

[00:09:48] Steven Schwartz: get so crowded, right?

[00:09:50] Steven Schwartz: I would say the more people you have, the more complex it is, the more chance of people speaking over each other. And typically the guests that you have on your webinar or your podcast, uh, have such a wealth of information to share. You don’t want to have them sitting there and waiting for their turn to talk So for me personally, i’d rather have just a one on one conversation like you and I are having today As opposed to juggling three or four people and me, but that’s a personal preference.

[00:10:20] Ryan Ross: Yeah, I wouldn’t have Like definitely not more than four people on the webinar total. So you and three guests maximum, that gives you enough time to kind of go around the round table as it were. It gets so crowded in 60 minutes. So I would, I would keep it, keep it small and manageable. So that’s number two.

[00:10:39] Ryan Ross: First one was pick a good topic. Second one is get speakers. Um, maybe yourself, maybe a panel. Right. What’s number three, three, third step is. A platform you know. A lot of times, there, I did research on this, right? There’s like 35 webinar platforms out there, right? And they all have, there’s so many. There’s, there’s Zoom, EasyWebinar, Dem.

[00:10:58] Ryan Ross: io, GetResponse, there’s um, There’s a huge list. Adobe has something, there’s Microsoft Teams, there’s Hublio, BrightTalk is one on 24. Um, and they all are really good for, you know, specific use cases. Some are more broad. Zoom has a great webinar product. Um, I would say if you’re trying to figure out which platform to use, Use what you know,

[00:11:25] Steven Schwartz: I agree.

[00:11:26] Ryan Ross: Use the thing that you’re using all the time, right? If you’re using zoom all the day, that’s probably going to be the simplest solution in order to just get the ball rolling and creating the webinars. Um, also, I would make sure if you’re considering 1 versus the other figure out like, okay, what do you want the audience experience to be?

[00:11:45] Ryan Ross: Because sometimes you want a classroom experience where there’s you and everybody. You can see them and they can talk and everything. Um, but other times you might just want to be you in a room and not hear or see anybody else. So I would consider what you want. The audience experience to be many webinar platforms do not allow for, um, that kind of classroom feel.

[00:12:10] Ryan Ross: The, the, uh, the classroom feel in zoom is just a meeting, right? And that’s free up to 45 minutes. Um, but consider what you want the audience experience to be. Uh, and, and especially giving, uh, like for the engagement, we’ll get to this in a second, um, they have different engagement features like, uh, downloading things, or you can push through offers, but that might just be, if you’re just getting started, I would keep it very simple and just use what you know.

[00:12:40] Steven Schwartz: Yeah. Fewer bells and whistles, right? If you get your webinar and you have some sort of offer, literally, you could just have a slide that comes on your PowerPoint that says, you know, click this URL dot com or whatever the address would be. People can literally type that into their browser, find the landing page and buy your product or service.

[00:13:01] Steven Schwartz: Um, but as opposed to building it in so that at the proper moment of the webinar, it pops up on the screen on the right with the beautiful button. I mean, there’s something to be said about that and the ease and use, um, I would say test it and see what converts better.

[00:13:16] Ryan Ross: Yeah, that’s that’s probably if I were to have a sixth point in this I have five five steps But like testing is so important like doing webinars over and over and over again Even if it’s just to understand like what the platform looks like right when you start it What does it do right?

[00:13:32] Ryan Ross: You don’t want to be presenting the webinar for the first time when you’re like going live to the audience I recommend like a technical rehearsal to make sure that you can feel what that’s like first. Um, but it’s, it’s much easier on a platform you already know. So that’s number three platform, you know, great.

[00:13:51] Ryan Ross: Number four, four. Okay. I think this is gets way less traction than needs to over promote people forget. So keep them aware of that. That’s something happening. Like start promoting three weeks out. Three, three business weeks out and then make sure that you get great images for the webinar. And I’m talking about like faces of the people that are speaking and maybe have like a great, like a, you call it, it’s a thumbnail or a holding image.

[00:14:23] Ryan Ross: Um, make sure that it has really nice pictures. If you are in a specific city, have a high def image of that city, right? That people recognize. Um, or if it’s, if it’s like. Of your office or you have a really, really good. Like office building make make it that make sure it’s a really high quality image and a very clear name and Time for the webinar, you know, sometimes I I I recommend against actually Sometimes I recommend against having a time on the holding image because as soon as as the webinar goes live It’s already like outdated so you might know when I put the time on there But I would definitely have a clear name that says It says what you’re talking about, who you’re talking for, like, who, who is the ideal audience?

[00:15:12] Ryan Ross: Like how medical, how concierge medical practices are operating in 2024, right? That’s arguably, you don’t want to put the date in there. But make it a very clear title. Um, so people can self select and they can join it if it’s relevant to them. Right.

[00:15:34] Steven Schwartz: If the topic is such that a physician sees that and says, wow, that’s solving a problem that we’ve been struggling with.

[00:15:41] Steven Schwartz: Yeah. You know, for instance, you know, how, the most effective digital marketing strategies for concierge medical practices in 2024, something like that. Yeah. A physician can say, wow, we need more patients in our panel. We really should sit in on this webinar and see what these guys have to say, uh, to help us learn how to get more patients into our practice.

[00:16:04] Steven Schwartz: So it makes good sense,

[00:16:07] Ryan Ross: um, promoted everywhere you can as well. And I would say, like, hit people multiple times with the promotion. Um, I, I, I did a podcast years ago, it was called The Fierce Focus Show, and I remember I had a great Instagram channel. I had like 10, 000 people that had like, signed up for my Instagram channel.

[00:16:27] Ryan Ross: I was pretty proud of that. And so I went to, I went to a um, I was living in New York City and, I, I, I, the end of this happens, I did everything wrong, but I, I approached the guy that opened up the Cadillac house, which was a really cool, like coffee shop lounge, and I’m like, Hey, you just opened this place up.

[00:16:47] Ryan Ross: Do you want to host a live podcast recording here? I’ll interview you and we can, we can get people here. It was a great event space. So he’s like, yeah, let’s do that. So I promoted it and. I promoted it once because I’m like, I got 10, 000 people, it’s going to be sold out. Three people showed up, right?

[00:17:08] Ryan Ross: Nobody showed up because I didn’t keep reminding people they are, people are scrolling through, they’re clicking through, they’re getting emails so many times, but you’ve got to keep reminding them, keep showing them why they should show up. And that’s it. Yeah, I think I think so many webinars have gone poorly because they were not promoted correctly mine included in some cases Um, like anything, you know, you

[00:17:32] Steven Schwartz: you do things you try you fail you scrape your knees you get up You know, you fall forward, sometimes you fall backwards, but you learn and you do better next time.

[00:17:42] Steven Schwartz: And that’s, that’s marketing. I mean, that’s life,

[00:17:44] Ryan Ross: right? Yeah. This is a whole thing, right? So, uh, over promote. Don’t be worried that you’re gonna be, uh, annoying people because People get annoyed for a lot of different reasons. It might just be you coming across their, uh, their scope. Um, and then the final thing on this over promotion thing is only give one place to sign up.

[00:18:05] Ryan Ross: Don’t have multiple places because then you’re gonna be like, oh, did they sign up through this? That’s, it’s tough with attribution of like, where did people go, come from? Um, but it also is like, if you have to update Something on, on the landing page for whatever reason, you might forget to do it on the other place.

[00:18:24] Ryan Ross: And that’s just like a drag on your time. So I would only have one place to, um, uh, to sign up and that it’s a lot easier to keep it simple. Love it. So over promote. That’s number four, promote

[00:18:36] Steven Schwartz: number five,

[00:18:38] Ryan Ross: five is okay. Um, This is all about creating an engaging webinar. And I think that people, uh, they think their, their personalities will be engaging enough to keep it engaging or like the facts they have, which is possible.

[00:18:52] Ryan Ross: Um, but I think like if you give people something to engage with, they’re much more likely to engage. So many webinar platforms, they offer you the ability to do polling, which is. Wonderful. Right. Use the polls. They’re underused all the time. It doesn’t always need to be a, uh, uh, like a, an official poll, right?

[00:19:14] Ryan Ross: Polls do help you enrich your audience data. So, um, questions you would ask in a sales conversation are great to have. In a webinar poll in order to like qualify a prospect, right? So if you want to ask them, like, what’s your insurance or have you had any medical ailments in the past? Things like that.

[00:19:36] Ryan Ross: That’s great to know. But also, it can just be like, what’s what city are you in? Or like, what’s your favorite type of? Pizza. I don’t know. These can be like, like gentle suggestions or like, like benign questions, but they give people something to engage with and they become more invested in whatever the content is.

[00:19:54] Ryan Ross: Cause they’re like, Oh, I’ve had a choice. Yeah. Choice to like inform the content of this webinar, which is really empowering for people. So use polls, if at all possible, I would say if you’re going to do a series as well, use the same polls or at least some of the same polls. So then you have some longitudinal data.

[00:20:14] Ryan Ross: That you can refer back to when somebody is, you know, uh, when you’re, when you’re analyzing the, the, um, the tendencies of your audience. So polls are a really good idea. A PDF handout. If you’re using a deck for whatever reason, everybody always asks view the deck later on. It’s like, Oh, will this be available?

[00:20:35] Ryan Ross: You got to make it available. And that’s a great way for you to put links to your website. Into the hands of people that are in your audience. Um, here’s another one that I’d only learned recently. And it’s a genius idea. A workbook with fill in the blank sentences is a great way. To get people engaged, right?

[00:20:56] Ryan Ross: Like if we were doing a workbook about this, I would have, I would, I would have a bullet point that said a blank is a great way to get people engaged in the webinar and you fill in the blank, right? I did this with the webinar earlier and it’s, it’s not like, um, it’s, it’s, it’s not the like, It doesn’t need to be the fanciest of, of, of, uh, workbooks, but like giving people something to like work on, they feel accomplished afterwards.

[00:21:22] Ryan Ross: And they’ll be like, wow, this person was really thoughtful. It doesn’t take that long to make, you can make it in Canva. Um, but it also lets you have a chance to say like, these are the speakers, right? These are the topics. These are upcoming webinars. So it’s a takeaway.

[00:21:35] Steven Schwartz: Love it. I was going to say is if you want to make a document like that and send it to me.

[00:21:40] Steven Schwartz: I’ll take that document, the PDF, and put it on the webpage on conciergemd. marketing on the blog, so that people can watch this video, and again, I’m not asking you to do it, because I don’t want to give you more work, but if you want to make a PDF workbook, send it to me, I will put it on our website.

[00:21:57] Ryan Ross: Yeah, I can do that.

[00:21:58] Ryan Ross: Happy to do it.

[00:21:59] Steven Schwartz: Cool. Um. So, can you recap our top five

[00:22:02] Ryan Ross: techniques? Well, I’ve, I’ve, I’m almost finished with the engaging ones. Oh, I thought you were done. Go for it. That’s okay. No. The last one is links to your LinkedIn or your website, right? Oh. Put those in the attachments and you can, if you’re using Zoom, you can just Put that into the chat.

[00:22:16] Ryan Ross: Um, but the the core thing is to make it engaging give people something to engage with Workbook polls links to your linkedin or just ask them to like type in the chat something Um, it gets them invested in whatever the webinar is. So and if you have

[00:22:33] Steven Schwartz: a private facebook group Yeah, where people who have participated in your webinars can now Have access to this free group, click this link, they go, they request or whatever, they get granted permission in the group.

[00:22:46] Steven Schwartz: And that could be another place where you can essentially start building your list of no, like, and trust, give free content in there. And as people, uh, really, you know, grab onto what you’re offering, then you can make an offer from time to time in your group. Mm hmm.

[00:23:03] Ryan Ross: I also have some operational tips. Oh bring it some bonuses.

[00:23:06] Ryan Ross: Um, yeah bonus tips So those are kind of like the theory of webinars These are just bone, the operational tips to think about like housekeeping. I would hold it on a Tuesday, Wednesday or Thursday 11am or 2pm. Um, that’s just when most people watch webinars for, for if, if it’s like, um, individuals rather than businesses, you can arguably hold it later in the day.

[00:23:32] Ryan Ross: But for those, you probably just want something on demand so people can watch it whenever they want to watch it because consumers like on demand stuff. Now, um, we talked about promoting it three weeks out. That’s still stands. Um, one thing I touched upon is always doing a technical rehearsal. And I just, I usually do those one week out at the same time for a weird reason, which is, uh, the sun.

[00:23:57] Ryan Ross: Has an effect on how much light is in whatever room somebody is in. And if you’re doing, uh, if you’re doing it after the sunset, um, it makes it harder to know what the sun’s going to look like. So do it at the same time, if you can. Um, and for the technical rehearsal, you’re just going to. Make sure, especially if this is a panel, you’re going to make sure you, that, that, um, uh, everybody knows what you’re going to be talking about during the webinar.

[00:24:25] Ryan Ross: You want to make sure the deck is either finished or in the works and people know the next steps on what to, what to do with the deck. Um, only send two to three slides. Um, and then you can make sure that you know what it feels like when you start the webinar. So if you’re using zoom or really whatever platform this could work for, Create.

[00:24:47] Ryan Ross: A webinar, uh, like a duplicate template webinar, um, that you can just jump into and feel what that feels like when you’re going to go live, because your heart’s going to be beating a lot, probably. And you were going to want to do some like breathing exercises. So do a technical rehearsal to feel what that feels like.

[00:25:07] Ryan Ross: At least once the week prior. So that’s the second, third operational tip. I got a couple more. Go bring it good stuff. Um, titles. I think we talked about this a little bit, but I think you want to call out the industry and the problem to solve and then like the urgency or the results of whatever that is.

[00:25:25] Ryan Ross: Right. So if it’s like a result space thing, maybe, maybe you’re talking about. I’m just thinking like off the top of my head in the medical space, right? Like how, uh, the Jones family got more Medicaid. Maybe this isn’t like concierge, right? I’m thinking like, what are the results that a patient would get out of the webinar?

[00:25:44] Ryan Ross: Um, or is this like a, a month, uh, something that’s going to expire at the end of the month? You’re going to want to hear about it now. That’s the urgency. Um, but the industry or calling, calling out who is in the audience. In the title, um, people will self select if you do that correctly. Um, Oh, here’s another really good tip.

[00:26:04] Ryan Ross: Sure. If you’re, if you’re doing a panel and you’re the host and there’s a question that comes in, or if you’ve written the questions down beforehand and make it seem like a question came in, don’t hope somebody has an answer to the question. Direct the question at a person say, Steve question for you, blah, blah, blah, blah.

[00:26:25] Ryan Ross: All right. All right. This question’s for the panel. We’re going to start with Steve. Blah, blah, blah, blah, blah. Direct the questions at people because then you won’t have like a, a silence that it’s just like, Oh, nobody. Are you going to answer

[00:26:36] Steven Schwartz: it? Am I going to? Who’s answering this? Right now? I’ll take a stab at that.

[00:26:40] Steven Schwartz: They do that on the news, you know, uh, on a typical news, uh, channel. It’s like, uh, so Mr. Smith. Yeah. What do you feel about this? Right? That’s pretty good. So the person knows they, they need to start

[00:26:50] Ryan Ross: talking. And then. You could say their name, ask the question, say, Hey, Steve, this is coming to you. A question about blah, blah, blah.

[00:26:56] Ryan Ross: So, you know, tell us about your, your time with concierge medical marketing. And, uh, what did you learn from that? Then Steve has some time to actually think about what he’s going to say. And then he can answer the question. And then maybe you even say, uh, John, I’m coming to you after I go to Steve. So John has a little

[00:27:15] Steven Schwartz: heads up.

[00:27:16] Steven Schwartz: Yeah, yeah, yeah. They can start engaging. I got to say something soon here. Exactly.

[00:27:19] Ryan Ross: Okay. Final operational tip. If you’re using a deck to present, uh, I would use your own and ask your panelists to submit their two to three slides, because then you own everything and give them a deadline for when you want them to submit those slides, because you don’t want to be like, all right, and they’re going to send it to me, give them a deadline.

[00:27:41] Ryan Ross: And if not, then they’re just going to have to deal with it. But that way you can do it with your own formatting.

[00:27:45] Steven Schwartz: I was going to say, you don’t want to have to. Switch the desktop that’s presenting. Slides or what not to, you know, guess two or guess three, but instead everything’s on your computer as the host and you have the magic button to to advance to the next slide.

[00:28:02] Steven Schwartz: Even if Bob or Sally, whoever your guest speaking.

[00:28:05] Ryan Ross: Yeah,

[00:28:06] Steven Schwartz: it’s their content. Let them speak, but you still present with the deck that’s presenting from your primary speaker computer.

[00:28:13] Ryan Ross: Yeah, and some, some platforms allow you to upload the deck into the platform rather than sharing your slide. And sometimes that’s okay, but often there’s build issues with the presentation, so the fonts might be different.

[00:28:27] Ryan Ross: You have more control over when you share your screen. Um, but when you can upload it, at least this is what it’s like with bright talk. You can, everybody can advance the deck, but the downside of that is like everybody could advance the deck. So they’re all clicking the same buttons and they’re like, who, who touched, who touched the deck?

[00:28:46] Steven Schwartz: That can cause some unexpected problems. I’m sure.

[00:28:50] Ryan Ross: Yeah. I want to go back to the technical rehearsal thing because it’s so important. Um, that way, sometimes people just, they see all the buttons, they just want to press the buttons. Say, hey, no, no, no button pressing. Um, because then they just, they, they end the webinar without realizing that they ended it.

[00:29:08] Ryan Ross: Or, uh, or they started without realizing that it’s actually going. So make sure that you’re the one that’s, that’s controlling the platform and make it one that, you know, so that’s what I will end with. So we talked about five different things. Should we just recap them?

[00:29:23] Steven Schwartz: Yes, please. I was actually going to ask you to do that.

[00:29:25] Steven Schwartz: Go ahead.

[00:29:25] Ryan Ross: Yeah. So first pick a good topic, do industry research to figure out what the topics are trending right now. Second, get speakers, people that have spoken or that you really like, and you can speak with the stuff about a lot so that the energy is good. Use a platform that you know, um, something that you’re comfortable with already.

[00:29:42] Ryan Ross: So the learning curve is less for over promote people forget. So keep them aware that the webinar is happening at the time and place it’s happening. Five, give people something to engage with. If you want them to engage polls, PDF handouts, links to your LinkedIn, et cetera. So those are the five things.

[00:30:01] Ryan Ross: And then we had our operational tips.

[00:30:03] Steven Schwartz: Love it, Ryan. Thank you so much for sharing your vast knowledge and making it accessible. they could really take this, what, 30 minute discussion here and literally Start implementing this in their very next webinar. Um, I know that you offer a consulting service that clients can reach out to you, perhaps to ask you questions or maybe to hire you to help run their webinar, something like that.

[00:30:30] Steven Schwartz: Are you available? For that. Okay. Yeah.

[00:30:33] Ryan Ross: So I Ryan at IFA marketing. net. Nope. Let me just spell this cause it’s not spelled regular. Ryan at I F a M K T G. net. Um, if you’re friends with Steve, let me know. And I’m happy to do like a quick consulting call on. Specific actions you should take to get your webinars rolling.

[00:30:56] Ryan Ross: If you are an independent financial advisor and you’re listening to this, there’s a lot more you can do with your content marketing. And I’ll take a look at what you’ve got going on and we can start the conversation there.

[00:31:08] Steven Schwartz: Wonderful. Ryan Ross, wonderful speaking with you today. Thank you for being a guest on our concierge medical marketing podcast.

[00:31:15] Steven Schwartz: You’re a great guy. I’m so glad to know you and we’ll sign off for now, but Hey man, thanks for your time. I really appreciate you.

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