2019 Feature Release Tour:
Holiday Emails, Redtail Integration, Custom Subscribe & More


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:

Redtail Integration

Automatically adds new contacts to your email list and nurtures them for you. See the magic in real time!

Holiday Campaigns

Relationship building holiday greeting emails with fun, relevant content.

Custom Subscribe

Allows your contacts to personalize their experience with you – they can choose which emails they want to receive from you without unsubscribing altogether.

Podcast Widget

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.

Episode Highlights

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

Full analytics

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!