Real Wealth Marketing

Real Wealth® Marketing is a drip-marketing program that educates your clients and prospects about why they need to work with you. Real Wealth® works with your compliance team so you don’t have to, and all emails and social media posts are completely automated for you. Pick from the features you like, leave what you don’t – but it’s all included with your membership. Learn how Real Wealth® can help you grow your GDC by at least 10% in your first 3 months.

  • Personalized email and social media campaigns
  • Fully automated distribution
  • Relevant, intriguing weekly or monthly content
  • Industry experts and nationally recognized featured guests
  • Interest-specific lists of prospects
  • Lead scoring technology and notification system
  • Automatic birthday, anniversary, annual review and holiday greeting campaigns
  • Custom subscribe option so clients can personalize their experience
  • Compliance pre-approved with 20+ organizations, friendly with most others
  • SEO enhancing system
  • Personal Marketing Consultations with Advisor Success Coach
  • Full analytics
  • Personally branded webpage
  • Plus, sales and marketing training from the nation’s top advisors.