Octopus Investments is our second-place winner for Webinars That Rocked 2018. The company, based out the United Kingdom, helps asset managers and investors make the right decisions for a variety of financial issues. For its submission, Octopus Investments shared one of its live webinars, “Grow Your Estate Planning Business.”
This webinar had two aims. First, it helped position Octopus Investments as a thought leader for financial advisors looking to grow their estate planning client base. Second, to make a topic as complex as estate planning easy to understand and interesting to follow.
Octopus Investments made this happen with a combination of live and pre-recorded video. For its first section, the company gave a live introduction and primed viewers for the event. Then, the company cuts to a pre-recorded, or simulive, panel filled with in-depth, but entertaining, discussions on estate planning. Finally, Octopus Investments cut back to its hosts, live, who’d give more guidance on estate planning and answer questions attendees may have.
Octopus Investments also made great use of something typically overlooked: its slides. Instead of presenting attendees with information-dense, wordy slide, Octopus Investments created clean slides that gave speakers the opportunity to tell a story that connects with viewers.
The company also gave its attendees a variety of opportunities to continue learning about estate planning through its resources, console links and more. The webinar always provided viewers with an easy-to-understand next step. They could explore the company’s website, review guides or even collect a certificate for watching the webinar, should they need one for continuing education purposes.
Asking The Important Questions
Last but not least, Octopus Investments did something exceedingly rare, but essential, in its webinars. It asked its attendees for feedback. At the end of the webinar, Octopus Investments pushed a survey to viewers, asking them what was explained well, what wasn’t and what topics they’d like to see covered in future events.