Workshops or Webinars? 2021 update

What are the successful elder law and estate planning attorneys doing right now?

These are the current best practices we are observing:
  • Are fewer attendees at your live workshops a bad thing?
  • How can you get more people “attending” your live events?
  • Prefer to keep things virtual? Here is how to convert more leads into opportunities..


If you’d like to learn more about how we can help your Elder Law or Estate Planning practice  get more consultations and clients by using effective marketing, schedule a free 15-minute call with us.

Full video transcript

Do you want to know what’s working right now for other Elder Law and Estate Planning Attorneys that are doing workshops and webinars throughout the United States? Well, let me tell you.

Hi, it’s Jim from Bambiz. I just wanted to let you know what we’ve what we’ve been seeing. What’s working, what’s not working, what we think you should do in order to get the best results, help as many families, and obviously keep your businesses moving strong in the current environment.

In-Person Workshops
Well if you’re doing workshops in person, and you have the ability to do them, and you’re comfortable doing them, then we would recommend doing them. The people that are attending these live in -person events right now are action takers. You might see — depending on the news and what’s going on — a lot of registrations and some of those people cancel. But the ones that actually do take the time to show up to your live in-person event right now are ready to make things happen. So it’s worth it.

Our clients that are doing them, and hosting them regularly are very happy with the people that do actually end up showing up. The numbers might be lower, but the quality of people that are attending seem to be higher. So that’s great news there.

If you want to keep doing webinars, that’s great as well. The issue has been follow-up. If you get people in a room and you can talk to them face-to-face that’s pretty easy for most of our clients. The attorneys that we talk to make that next process very seamless. They go right into that consultation, you’re able to help them out.

With a webinar, people are watching the video, they may watch part of it, their dogs might be barking, they log off of the webinar and then what happens? You need to have a very clear follow-up process in place at your office, that takes place over 7 to 14 days and uses a combination of: phone calls, emails and text messages until you clearly get an answer from that person that they’re either interested or they don’t want you to contact them anymore.

Also make sure that these people are on some sort of email distribution list so that your firm continues to stay top of mind with them at all times until they unsubscribe from that or hopefully reach out to you set up a consultation and start moving forward. They don’t just sign up for a webinar for estate planning or elder law if they’re not interested or have a reason to attend such an event, so keep that in mind.

Live Streaming
If you are doing live in-person events and you want your registration numbers and your opportunities to be as high as they possibly can be, we would recommend offering a live stream option. This is easy, it’s not very difficult at all. You can just have a zoom option or a link that you can share with the people that are interested in attending via live stream. Then you have somebody in your office use the camera and stream your live in-person event. Monitor the chat box

This is a great option for people that maybe they signed up ready to go to your event and then depending on what happened with the news, they don’t really feel comfortable leaving the house again but they still want the information. You can provide them with that live stream Zoom link so that way you can get the people that want to show up to show up, which are going to be a little higher quality of a lead.

Then you have the people that are going to attend virtually that you’re going to follow up with your 7 to 14 day follow-up process. So that you can get the most return out of each one of your events. So if you’re doing these like Tuesdays at 6 p.m or Thursdays at noon, you just have those options be live in person or virtual.

So a combination of those things. Keep doing live events if you can do them. If you feel comfortable doing them, do them because that’s where you’re going to get the most return.

Secondly if you feel comfortable doing them and you want to offer another option, offer that live stream option. Then finally if you’re going to keep doing webinars, that’s the way you want to go until things change, have a very clear 7 to 14 day follow-up process including phone calls emails and text messages. Keep all of those leads on an email that at least goes out once a week to keep your firm top of mind.

If you’re utilizing those options, you’re going to see the best return as we can come out of this and then hopefully get back to the way things were before.


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