This webinar collection features 17 concise client presentations, covering a range of targeted financial topics, from annuitied to special needs planning. Each presentation includes an email invitation template, a PowerPoint deck with 30 slides to guide your client through, and a downloadable eGuide to share as a leave-behind.
How to download the Webinar PowerPoint presentation:
Begin by heading to Campaigns of your AdvisorStream account.
Step 1: Click Events in left hand navigation
Step 2: Navigate to the PowerPoint presentation you wish to download and click on the PPT icon under the Webinar description.
Step 3: Click on the hyperlink to download the presentation.
How to download the Webinar eGuide:
Begin by heading to Campaigns of your AdvisorStream account.
Step 1: Click Events in left hand navigation
Step 2: Navigate to the Webinar presentation you wish to download an eGuide for and click on the eGuide icon under the Webinar description.
Step 3: When the eGuide opens, use the right hand hamburger menu to download the eGuide.
Where can I find the FINRA letter for each Webinar?
Begin by heading to Campaigns of your AdvisorStream account.
Step 1: Click Events in left hand navigation
Step 2: Navigate to the Webinar presentation you wish to download a FINRA letter for and click on the download icon under the Webinar description to download the FINRA letter for the respective Webinar.
How can I create an email invitation for my Webinar?
Begin by heading to Campaigns of your AdvisorStream account.
Step 1: Click Events in left hand navigation
Step 2: Navigate to the Webinar presentation you wish to create an email invitation for and click on the button Create eInvite.
Step 3: Add an email subject line, persona & branding, event date, event time, event location, email message, and RSVP details. Click Next.
Step 4: Preview email invitation, select Recipients, and Send.
Comments
0 comments