Financial Advisor Marketing & Technology

Marketing & Technology For Independent Financial Advisors

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Add An Event Calendar To Your Website

Advisor Products made it easy today for advisors to add an event calendar to their websites.

If you want to conduct webinars about investing, for instance, you can advertise those events from your website. You can also list offline events, such as client appreciation dinners, picnics, and other events you want clients and prospects to attend.

The video below shows you how to create an event calendar page from the AdvisorSites BackOffice and how to add an event.

Advisors can couple the event calendar page with a GoToMeeting or GoToWebinar license to leverage the event calendar. You can use GoToWebinar or Advisor Products Email Newsletter feature to email invitations.

If you create a webinar in GoToWebinar, you insert the registration link on your event page. Anyone visiting your site can thus sign up for your webinar.

After you conduct a webinar, you can edit its description and link to a replay of the webinar. Adding a list of all your educational and marketing webinars to your event calendar is a powerful marketing and client communications tool.

The event calendar also makes it easy to charge for events and accept payments by credit card through PayPal. To charge a fee for a webinar, you’ll need a PayPal account. PayPal gives you a link and button that you can add when setting it up an event in your event calendar.

The event calendar page alone won’t bring people to your webinars. You need to advertise the event and send emails to get people to sign up. But the event calendar page is a great way to show prospects about activities at your firm. If you host an online monthly webinar or an offline monthly client seminar, listing the events in the event calendar shows prospects that your firm is involved with clients and making an effort to educate and keep in touch with them.

The event calendar is one of many different types of pages you can add to your website yourself from the AdvisorSites BackOffice. You can also call our help desk at (888) 274-5755 for assistance. There is no charge for adding the event calendar page to your website.

Please let us know what you think of the event calendar. Will it be something you add to your website? How can we improve it?

eventcalendar.mp4 (12.88 mb)

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