99% of advisors say “If I can just get in front of people, I’ll close the deal.” (DeVoe & Company). Events are your opportunity to do just this – get in front of people and close the deal. Hosting webinars is a scalable strategy to generate high-quality leads with a high return on investment, while building brand awareness and credibility.
Here are 20 webinar ideas to use in 2025, broken down by client type.
High Net Worth
- Maximizing Wealth Transfer: Advanced Estate Planning Strategies for High Net Worth Families
- Philanthropy and Legacy Planning: Making a Lasting Impact While Minimizing Taxes
- The Future of Wealth: Preparing Your Portfolio for AI, Robotics, and Emerging Technologies
- Cybersecurity and Wealth Protection: Safeguarding Your Family's Financial Information in the Digital Era
- Balancing Act: Funding Elite Education While Maintaining Retirement and Legacy Goals
Pre-Retirees
- Beyond the Dollars: Preparing for the Emotional and Social Aspects of Retirement
- What I wish I knew about retirement before it happened – hear from a retiree who has been there!
- Retirement Housing Decisions: Evaluating Downsizing, Aging in Place, and Senior Living Options
- Healthcare in Retirement: Planning for Long-Term Care and Unexpected Medical Expenses
- Traveling in Retirement: Health insurance abroad, saving for the trip and maximizing your dollar
Small Business Owners
- Employee Benefits on a Budget: Attracting Top Talent While Managing Costs
- Tax Planning Secrets: Maximizing Deductions and Minimizing Liabilities for Small Businesses
- Exit Strategies 101: Preparing Your Small Business for a Profitable Sale or Succession
- Should you take on outside funding for your small business? How to determine when it’s time
- Key Financial Metrics Every Business Owner Should Track
Tech Employees with RSUs
- The RSU Tax Trap: How to Avoid Unexpected Liabilities in High-Growth Tech Markets
- RSUs and Retirement: Integrating Equity Compensation into Your Long-Term Goals
- Insider Trading Rules and RSUs: What Tech Employees Need to Know
- The Intricacies of Executive Compensation: Optimizing Stock Options, RSUs, and Deferred Comp Plans
- RSUs in a Volatile Market: Strategies for Mitigating Risk
Learn how to successfully implement events into your marketing strategy and download FMG's event checklist to cover each step from planning to follow-up communications.