For Financial & Retirement Planners
Run automated educational webinars, follow up with every registrant by text, email, and voice, and book qualified prospects directly into your calendar — all from one platform purpose-built for advisors.
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Generic webinar tools handle registration and the live broadcast — and then leave you to chase no-shows manually, hope replays convert, and watch warm prospects go cold over the next 90 days.
A registrant who didn't attend gets one email with a replay. That's it. No multi-channel touch, no AI conversation, no path back into your calendar.
Webinar attendance, replay views, and calendar bookings live in three different tools. You spend hours stitching them together — or you don't, and prospects fall through the cracks.
A prospect who's not ready to book today is rarely ready in the next 14 days. But most advisor webinar tools forget about them after the first follow-up sequence ends.
Booking a call requires a prospect to click a link, leave the platform, and find time — every extra step is another place a qualified lead disappears.
One system that runs your webinar, follows up with every registrant, and books qualified prospects into discovery calls — automatically.
Multiple webinar slots per week, fully automated. Prospects pick a time that works for them — typically within a few hours of registering — instead of waiting two weeks for your next live event.
Whether a prospect attended, missed, or watched the replay, AI follows up on the channel they actually respond to. Real conversations, not just "did you see our email?" reminders.
Every registrant flows into a pipeline you can see and act on. Discovery calls book directly into your calendar — no third-party scheduler, no copy-paste between tools.
A drip campaign keeps your name in front of prospects for months — so when they're finally ready to talk about retirement income, Social Security timing, or rolling over a 401(k), you're the advisor they call first.
You don't need a marketing team. We handle the platform, the automations, the follow-up sequences, and the integrations — so you can focus on serving the prospects who book with you.
We started Xadira serving Medicare insurance agents, where our automated webinar platform powers thousands of registrations every month. The same engine — webinars, AI follow-up, CRM, booking — is now available for financial and retirement planners.
Some of our advisor-specific tooling is still being built out. If you're an advisor who runs webinars and wants in early, we'd love to talk through your funnel and show you exactly how Xadira would fit.
Free 30-minute call. We'll look at your current webinar funnel, show you exactly what changes, and answer every question. No commitment.
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