Channels
How do I run webinars for financial adviser lead generation?
Last reviewed 22 April 2026 · Reviewed by Jake McQuillan
Quick answer
How do I run webinars for financial adviser lead generation?
Pick one specific topic, 30 minutes + Q&A, promote 2 weeks ahead, follow up 3-touch. Expect 25-45% registration-to-attend, 10-20% of attendees book a consultation.
Want us to do this for your firm?
Get a compliant lead-gen plan tailored to your niche and compliance setup.
Playbook
- Niche topic + credentialed host
- Registration page with calendar add + reminder sequence
- Live event with live Q&A
- 3-part follow-up: replay, FAQ, CTA
Benchmarks
- Register-to-attend: 25-45%
- Attend-to-book: 10-20%
- Cost per registration: 15-55 pounds (Meta/LinkedIn)
Was this useful?
Related questions
How should I structure a Google Ads account for a financial adviser?
One campaign per service (pension, mortgage, protection), one ad group per intent cluster, 10 20 keywords per group, phrase + exact match only, negative list s…
What is a lookalike audience in financial advice marketing?
A lookalike audience is a Meta/Google audience built from your existing clients, used to target new prospects who share similar characteristics, typically prod…
Should financial advisers use WhatsApp for lead follow-up?
Yes, for confirmation and light nurture but WhatsApp Business with consent, PECR compliance, and full record retention. Avoid personal numbers.
What is the best platform to get financial adviser leads in the UK?
For most UK IFAs, Meta delivers the lowest CPL at scale while Google Search delivers the highest intent leads; LinkedIn is strongest for HNW and corporate advi…
Should I use exact match or phrase match in financial Google Ads?
Start phrase + exact, review search terms weekly, and let long tail queries graduate to their own exact match ad groups. Broad match only with strong negatives…