Another year, another round of awesome updates – per your request!
Love the automations that come with your Premier Membership and service? Great… here’s some more! We’ve also revamped our branding and tweaked a few extra things to enhance your own experience, and that of your clients. Take this tour to review the new releases, including:
Automatically adds new contacts to your email list and nurtures them for you. See the magic in real time!
Relationship building holiday greeting emails with fun, relevant content.
Allows your contacts to personalize their experience with you – they can choose which emails they want to receive from you without unsubscribing altogether.
Add the widget to personalize the podcast even more while increasing your website’s SEO.
Lead Notification System
Choose how often you’d like to be notified of new leads and hot prospects.
Bonus Prospecting Ideas
Receive a tip on how to get more appointments using the topic covered in the current episode.
For both you and your clients! Quickly consume the main points of each episode at a glance.
Take the 2019 Feature Release Tour
Premier Membership already includes:
Personalized email and social media campaigns
Fully automated distribution
Relevant, intriguing content
Industry experts and nationally recognized featured guests
Interest-specific lists of prospects
Lead scoring technology
Automatic birthday, anniversary and annual review campaigns
Compliance pre-approved with 20+ organizations, friendly with most others
SEO enhancing system
Personal Marketing Consultations with Advisor Success Coach
Personally branded webpage
Time and money savings
Full, on-demand access to the Power Session LIVE Advisor Sales Idea Webinar Library
featuring the nation’s most successful advisors and industry experts.
Ready to implement and automate?
Schedule an implementation call
Current Premier Members:
We’ll implement all your favorite new features!
New / Future Premier Members:
We’ll discuss how implementing Real Wealth® will grow your business.
90% of advisors increase their GDC by at least 10% within 3 months!