Tutorials and How-To Videos

Join this free tour we host every month.

Take the Real Wealth®/NAIFA ClientCast® TOUR

Tues, Oct 17th @ 12:00pm CT

In just 30 minutes we will cover…

  • What’s included with your Real Wealth® Service
  • Where to find the pre-written marketing material for email and social media
  • More info about Power Session LIVE Advisor Webinars
  • The difference between Basic and Premier Service
  • The new Real Wealth® Content Marketing System

Register now!

How-To Videos

Basic Member Videos


Email & Social Media 101: presented on 3/14/2017

Please note that the video doesn’t appear until 2:17 at the end of the announcements.

The Real Wealth®/NAIFA ClientCast® TOUR with Jade and Alexis: presented on 8/17/2017

Premier Member Videos
Real Wealth Marketing System How-To’s

How to add and import contacts

How to get compliance documents for email and social posts, and how to approve posts for distribution

How to check your podcast email analytics

How to create groups and custom fields to organize your contact data

How to send your email and social posts, plus how to resend podcast email to a targeted audience