From Chasing Leads to Booking Appointments: The Webinar Shift
A live training for financial advisors and insurance agents on how to turn your expertise into a scalable webinar system that educates prospects, positions you as the obvious expert, and drives consistent appointment bookings.
No more chasing — discover how to make prospects see you as the only expert worth calling.
Live Online
Wednesday
At 4 PM ET
From Chasing Leads to Booking Appointments
A live training for financial advisors and insurance agents on how to turn your expertise into a scalable webinar system that educates prospects, positions you as the obvious expert, and drives consistent appointment bookings.
No more chasing — discover how to make prospects see you as the only expert worth calling.
Live Online Wednesday
At 4 PM ET
If you’re a financial advisor or insurance professional who wants a predictable flow of qualified appointments, there’s one skill that changes everything—and almost no one is mastering it.
This free training shows you:
Why webinars outperform almost every other prospecting method
How advisors are using them to educate, pre-qualify, and book calls at scale
And why not using webinars is costing you opportunities every month
If you’re serious about building a predictable flow of qualified appointments, this is a training you shouldn’t skip.
On Wednesday, February 18th at 4 PM ET, The Anywhere Advisor and Terrance McMahon (25-year financial veteran, gifted copywriter, and TEDx speaker) are pulling back the curtain on a proven system called:
The 400/40 Webinar System
A simple, leverage-based approach to client acquisition built around one core idea: concentrate roughly 40 hours of webinars per year into delivering your message, strategy, and expertise to the right audience, and let that effort compound into hundreds of qualified appointment requests. Instead of chasing leads one conversation at a time, the system uses webinars to educate, pre-qualify, and build trust at scale—so the people who book time with you already understand your approach and choose to work with you before the first call.
Inside this live session, you’ll discover:
In this hands-on webinar, you’ll learn:
Why webinars are the highest-leverage skill an advisor can develop
The difference between “marketing webinars” and appointment-driven webinars
How advisors are using webinars to:
Let prospects understand their strategy before the call, building trust, familiarity, and authority in advance
Collapse weeks of follow-up into a single conversation, because the “why” is already clear
Book hotter, higher-intent appointments, with prospects who already like the idea, the message, and the advisor
What actually matters (and what doesn’t) when building a webinar strategy
How webinars fit into a modern advisor growth system—without burning you out
Don't miss out on this exclusive opportunity!
Date: Wednesday
Time: 4:00 PM Eastern | 1:00 PM Pacific
Duration: 1 Hour
Meet Your Host: Terrance McMahon
Terrance McMahon has spent his career at the intersection of financial services, marketing, and direct-response communication.
He has:
Worked directly with financial advisors, insurance agents, and wealth professionals across the country
Built and scaled advisor marketing systems focused on education-based selling
Helped advisors move away from chasing prospects and toward attracting qualified appointments
Developed messaging and copy frameworks specifically designed for regulated financial industries
Terrance is known for one thing above all else:
Teaching advisors how to communicate their value clearly, ethically, and effectively—at scale.
This session distills years of experience into a single, focused training on the skill that creates the most leverage for advisors today.
WHY WEBINARS, WHY NOW
2026 Is a Line in the Sand
The advisors who win this year will:
Deliver their message at scale, without watering it down or repeating themselves one conversation at a time
Let prospects experience their thinking, strategy, and philosophy before ever booking a call
Create authority through education, not persuasion or pressure
Build trust before the first conversation, so calls start warm instead of skeptical
Attract prospects who choose them, because they resonate with the message and the messenger
Replace one-to-one selling with one-to-many positioning, then reserve calls for serious intent
Use webinars as a filtering mechanism, not a pitch—so the right people raise their hand
Systematize client acquisition, instead of relying on hustle, referrals, or inconsistent outreach
Webinars sit at the center of that shift.
This isn’t about getting more leads. It’s about getting chosen.
We're excited to have you join us for this transformative journey!
See you then, our virtual event!
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Contact us at: [email protected]
©2025 The Anywhere Advisor | All Rights Reserved
Privacy Policy | Terms & Conditins
Contact us at: [email protected]
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DISCLAIMER: The results (including results) stated above are my personal results as well as those of my clients. Please understand these results are not typical, I’m not implying you’ll duplicate them (or do anything for that matter). I have the benefit of having gone through much training, trial, and error for years, and have an established following and history as a result. The average person who buys any “how to” information gets little to no results. I’m using these references for example purposes only. Your results will vary and depend on many factors…including but not limited to your background, experience, and work ethic. All business entails risk as well as massive and consistent effort and action. If you’re not willing to accept that, please DO NOT REGISTER.