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technique
Client Webinars
1 creator use or recommend it
1 recommend
Last discussed Jul 21, 2026
A practice technique where the advisor hosts live, recurring webinars for all clients during market downturns to proactively communicate market conditions, firm strategy, and planning opportunities — reducing one-on-one call volume.
Recently discussed in
Ep 499: 4Xing To $200M AUM In 4 Years While Staying Lean By Leveraging AI, Technology, And Outsou...
Ryan Townsley · Jul 21, 2026
What creators say
RT
Ryan Townsley
recommends
Used for: Proactive mass client communication during market downturns to reduce individual call volume and manage client emotions at scale
Praised: 50-60% client attendance; replaces 150 individual conversations with one grou...
vs: Alternative to having the same individual conversation 150 times with each cl...
"As soon as the market starts to decline, we start hosting webinars. We usually get about 50% to 60% of clients showing up. While the market's down, every two weeks we're going to host a webinar and just tell you what's going on, what our plan is, ..."
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