Managing Webinars

Webinars are video presentations that you host on Leadvisor Global to share your expertise with the community. This guide explains how to create webinar listings, upload recordings, and manage your webinars.

Understanding Webinars

A webinar is a video presentation on a professional topic. Like articles, webinars are free content that helps establish your reputation and attract potential clients. Webinars you publish appear in the Insights section of the platform and on your consultant profile.

You can use webinars for two purposes: to announce upcoming live events and provide registration information, or to share recorded presentations that viewers can watch on demand.

Accessing Webinar Management

Go to your Consultant Portal and click the Insights tab, then select Webinars. This displays all your webinars organized by status.

Creating a New Webinar

1
Click Create New or the + button in the Webinars section
2
Complete the required fields in the form that appears
3
Add a preview image and optionally upload a recording
4
Click Save as Draft to save your progress, or submit when ready

Required Information

Every webinar requires the following information.

FieldDescriptionLimit
TitleClear, descriptive name for your webinar200 characters
DescriptionOverview of what the webinar covers4,000 characters
Scheduled DateWhen the webinar takes place or took placeDate and time

The title should clearly communicate what the webinar covers. Good examples include specific titles like "Tax Planning Strategies for Cross-Border Transactions" or "2025 Regulatory Updates: What Boards Need to Know" rather than generic titles like "Tax Webinar" or "Compliance Update".

The description helps potential viewers decide whether to watch or register. Explain what topics you cover, what insights viewers will gain, and who should attend.

Registration URL

For upcoming live webinars hosted on external platforms like Zoom or Microsoft Teams, provide the registration URL. Viewers click through to register on your chosen platform. You manage registration and conduct the live session externally, then can upload the recording to Leadvisor Global afterward.

Tags and Metadata

Categorize your webinar to help viewers find it.

FieldPurpose
SolutionsBusiness solution areas the webinar addresses
Service CategoriesProfessional categories related to the content
CountriesRegions the webinar is relevant to

Webinar Media

Preview Image

Upload a preview image that represents your webinar. This appears in listings and on the webinar detail page. Use a professional image that gives viewers a sense of the topic. You might include the webinar title or key visual elements.

Recommended image size is at least 1280x720 pixels. Use PNG or JPG format with maximum file size of 5MB.

Webinar Video

For recorded webinars, upload the video file so viewers can watch on demand.

1
Open the webinar from your Webinars list
2
Navigate to the Video section
3
Click to upload a video file from your device
4
Wait for the upload to complete

Common video formats like MP4 and MOV are supported. Larger files take longer to upload and process.

You can create a webinar listing before the live event with just the registration URL, then add the recording after the event concludes.

Upcoming vs. Recorded Webinars

Upcoming Live Webinars

For webinars that have not yet occurred, set the scheduled date in the future and provide the registration URL. Publish the webinar so potential attendees can see it and register. Conduct the live session on your chosen platform at the scheduled time. After the event, upload the recording so others can watch.

Recorded Webinars

For past webinars or pre-recorded presentations, set the scheduled date to when the content was or should be available. Upload the video recording. Publish to make it available for on-demand viewing.

Publishing Your Webinar

After completing the form and adding your preview image (and optionally a recording), click Submit for Review. The platform team reviews your submission.

StatusDescription
DraftSaved but not submitted, visible only to you
PendingSubmitted for platform review
PublishedApproved and visible to all platform users
UnpublishedRemoved from public view but retained in your account

Once approved, your webinar is published. For upcoming events, viewers can see the registration information. For recorded webinars, viewers can watch immediately.

Managing Published Webinars

You can update published webinars to modify the description, add a recording after a live event, or update other details. Navigate to the webinar in your Insights tab and click to edit.

To replace a video, remove the existing recording and upload the new version.

To temporarily remove a webinar from public view, click Unpublish. The webinar remains in your account and can be republished when ready.

Creating Effective Webinars

Quality webinars that provide genuine value attract more viewers and build your reputation.

Content Planning

Structure your presentation with a clear introduction, organized main sections, and a summary or conclusion. Plan for typical webinar lengths of 30-60 minutes. Focus on delivering actionable insights rather than surface-level overviews.

Presentation Quality

Use professional slides or visual aids. Ensure clear audio quality, as this significantly impacts the viewing experience. Maintain good lighting and a clean background if appearing on camera. Speak clearly and at a moderate pace.

Technical Preparation

Test your equipment and setup before live sessions. Have a backup plan for technical issues. Use a reliable hosting platform for live events. Ensure stable internet connection.

Engaging Delivery

Speak directly to your audience. Use examples and case studies to illustrate points. Keep slides visually clean and focused. Maintain energy and engagement throughout.