As another quarter wraps up and another begins, many money managers are finalizing last quarter’s activity and starting to think about the best way to distribute it to their clients.
This can be an overwhelming task, especially if you’re a larger firm.
At Dakota we’ve been fundraising since 2006, and have spent the last fifteen years working out the best ways to disseminate the information that is most critical to our clients.
We do this through quarterly update webinars, which have been a grand slam success time and time again.
In this article, we’re going to help you determine if a quarterly webinar is right for your investment firm, as well as the key things you need to know before you get started. By the end of the article, you’ll have a list of takeaways and a plan for how to get started planning your own update webinars.
At Dakota, we firmly believe that a quarterly webinar is the best piece of free marketing you can do for your firm and for your clients.
However, we also know that they’re not feasible for everyone and can become a large strain on time and resources. If you manage a small to medium portfolio, though, whether you manage a single-product firm or a handful of products, you will want to do a quarterly webinar.
If you’re a larger firm and have dozens of products, this might not be a fit for you, as it can become extremely time-consuming as you try to give an update on every one. In this case, a written update or abstract would be a better approach for your team.
In the next section, we’ll outline what components you’ll need for a successful webinar.
The answer is simple, of course: you'll need to gather all the information you have about what happened over the last quarter, and provide an overview of that to your clients.
In this section, we’ll break the webinar into two key components: email strategy and event outlines.
Before you can present anything, you need to make sure that the right people are invited and attending the update webinar.
We’ve found that this series of emails works best when planning out your webinar:
We all get invited to dozens of webinars and virtual events every month, so you likely already know how over-saturated this area can be.
However, our team has found the following structure to be incredibly impactful, and has helped us find success over the last fifteen years. Remember, you’re doing this to make the lives of your clients easier, so you’ll want to make sure they’re absorbing the content.
The entire webinar can be around twenty minutes long: you don’t need to speak for a long time, just enough to give a complete overview to your audience.
Finally, we’ll dive into what you should do once the webinar is over.
Upon the conclusion of the webinar, you can send out the recording of the presentation to the entire distribution list. This starts with sending it out to everyone who attended live, as well as anyone who registered but couldn’t attend at the time listed.
Because you put so much time and effort into planning the webinar, though, there are other way you can distribute it as well.
You can put the recording of the webinar on your website behind a form and encourage people to watch it at their leisure. Additionally, you can have it transcribed for anyone who would rather read through the content rather than listen. This ensures that the content is accessible and doesn’t leave anyone out.
Finally, you can prepare an abstract of the presentation. This is a simple, one page summary of what was explained on the webinar, along with any key takeaways. This will let everyone know what’s happening with your firm even if they didn’t have the time to listen to the entire webinar.
Being massively communicative on your investment strategy every quarter, in both good times and bad, ensures that you establish a relationship built on trust, communication, and transparency.
Written By: Amy Sariego, Director of Content Marketing
Amy Sariego is the Director of Content Marketing at Dakota.
January 28, 2021
November 12, 2021
925 West Lancaster Ave
Bryn Mawr, PA 19010
Tel: (610) 642-1481