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One Advisor Lands His Biggest Client Ever With a Custom Webinar
Client
Darren Wurz
Services
Project Summary
A Custom Webinar, From Start to Finish, Geared Toward His Ideal Audience
Darren Wurz of Wurz Financial Services came to us for help getting in front of highly qualified prospects using webinars and LinkedIn. His firm focuses on attorneys and business owners, and he is already doing a great job communicating with people who fit his niche through his website. For example, he has a page on his website outlining why he serves attorneys and exactly how he helps them, along with a custom video.
For advisors like Darren who know exactly who they serve and how they help, a webinar can be a powerful tool to get in front of more prospects with a message that resonates. To minimize the time advisors have to spend on their own, our webinar process is designed to create a powerful webinar that runs on their website 24/7. We create automated webinars, so visitors think it’s a live event, but everything runs seamlessly on autopilot using our webinar automation software.
In a Nutshell
Here’s What We Accomplished
- A written, designed, and recorded custom webinar
- An automated webinar to run automatically every day
- Promotion of webinar on website, social media, and through LinkedIn messages
- Turned viewers into clients
Problem breakdown
Choose a Winning Topic
The process begins by clarifying your niche and choosing a winning topic. Since we had already been doing Darren’s marketing with our Total Marketing Package, we were able to see the most popular blog posts on his site.
We knew his top-performing posts were:
- Retirement Planning Strategies for Attorneys
- The Top 5 Financial and Retirement Planning Challenges Attorneys Face
- Attorneys: Is Anyone Paying Attention to Your 401(k)?
So, to target his niche, we created a webinar for him called Retirement Planning Strategies for Solo & Small Firm Attorneys.
Our Solution
Write, Design, Record the Webinar
We use a combination of Donald Miller’s StoryBrand and Simon Sinek’s Start With Why to create a powerful message throughout your webinar presentation. Our webinar specialist works with advisors to create a compelling story about your passion, who you serve, and the one urgent problem you help them solve.
Once the presentation is written, our graphic designer creates a professional PowerPoint presentation to match your brand. Check out the designed version of Darren’s presentation: download here.
Once the presentation is designed and approved by compliance, we help you record your webinar.
How We Added Value
Automate Your Webinar So it Runs Automatically Every Day
We use a technology called EasyWebinar to automate your webinar so it runs all day, every day. We see at least double the registrations for an automated webinar than a live webinar. The webinar system hosts the webinar and provides:
- Email collection of registrants
- Reminder emails to registrants one day and one hour before the event
- A countdown clock for the event
- An interactive chat box to ask questions
- Follow-up emails that encourage the viewer to schedule a call with you
Promote Your Webinar
- Your website home page
- Your website events page
- The end of each blog post
- Your social media profiles
- Your email marketing template
- Register Now for XYZ Webinar
- Last Chance to Register for XYZ Webinar
- Did You Miss XYZ Webinar? Watch The Replay Now
Hi, ______,
Thanks for connecting. As promised, please find a link to my webinar on “Retirement Planning Strategies for Solo & Small Firm Attorneys.”
Like I mentioned, I work exclusively with attorneys and can help answer any financial questions you may have.
If you’d like to discuss your specific situation, please use this link to schedule a quick meeting or phone call.
Best,
Darren
Seeing Results
One Viewer Turned Into Darren’s Biggest Client!
Through our LinkedIn campaign, we were able to get dozens of highly qualified attorneys to register to watch Darren’s custom webinar. After they viewed the webinar, they received the follow-up emails encouraging them to schedule a call to discuss their specific questions. One of these viewers ended up turning into Darren’s biggest client ever!
A word from the client
“I know they do an excellent job because I landed my biggest client ever directly as a result of using their marketing techniques.”


Darren P. Wurz
Wurz Financial Services
Full Testimonial
My main marketing challenges are time and expertise. Because I own my own business, I simply don’t have the time to do marketing. Before using Indigo, I used to spend hours trying to come up with a relevant monthly blog post or newsletter to send out. Inevitably, writer’s block would kick in and I dreaded the process because it would take me so long to do it. And my time is valuable.
The other thing is that while I have the expertise to work with clients, I’m not so good at putting what I do in words that potential clients will find understandable, relevant, and interesting. Indigo is really good at understanding what my potential clients will get and what will grab their attention. They also help me present a very professional, polished look to existing and potential clients.
Indigo makes marketing much easier for me. They free up my time by taking a significant chunk of marketing off my plate and they do an excellent job. I know they do an excellent job because I landed my biggest client ever directly as a result of using their marketing techniques.

