Start Small, Scale Strategically

For effective estate planning webinars, begin with small groups to minimize technical complexities and personalize the experience. This low-risk approach allows for testing scripts and identifying common questions, which can enhance future presentations. Progress through a 'crawl, walk, run' strategy: start with one-on-one sessions, then engage your email list before introducing wider advertising. Each stage should refine messaging and build trust among participants, ultimately leading to more successful engagements with larger, unfamiliar audiences.