Member Benefits

Educate. Inspire. Motivate.

Market Yourself to Clients and Prospects Every Week

Real Wealth® produces an audio podcast for you to distribute to you clients and prospects. It is designed for you to keep in touch with them every week by providing emotional audio content that motivates them to take action with you and refer the people they care about most.

With a Premier Service subscription, you get your own personalized Real Wealth® webpage to share with your clients and prospects.

Edward Downey

“The Real Wealth® Weekly podcast is one of the most important things we do to offer education and marketing to our clients. Staying in touch with them is much easier this way versus just sending out a mailer. It’s not sales-y – just really good information presented in user-friendly professional format. I’ve learned a lot from it myself!

Edward F. Downey, Bartlett, IL
Jim's Real Wealth Weekly  Page

Cross-sell to Your Clients While You Sleep
and while you are awake

We interview nationally-recognized guests and industry experts to provide timely, relevant information to your clients. We cover topics such as business planning, college education planning, estate planning, insurance needs, retirement income planning, tax planning, among other topics to encourage clients to work with their team of professionals to achieve a realistic comprehensive plan. Real Wealth® exposes your client to the other services that you offer that can help them achieve their financial goals. Instead of talking to each client about every service you offer, use Real Wealth® and put cross-selling on autopilot.

With a Premier Service subscription, your Real Wealth® webpage includes a categorized podcast library for your clients to learn more about the subjects that interest them.

Todd Schneider

“I was excited to sign up for the program right away. When I saw the topic for my first podcast, “Buying vs. Leasing a Vehicle”, I thought, ‘What does this have to do with financial planning?’ But right after I sent it out, a client reached out to me and rolled over his 401(k), and that was the first program I had distributed! What a great way to stay top-of-mind with clients!”

Todd Schneider, Southlake, TX

cross-sell


Get Referrals Without Even Asking

Every program tells the listener “If someone you care about could benefit from this program, click the Forward to a Friend button.” You can begin drip-marketing to your new contact so you are the first person they think of when they are ready to make a buying decision.

With a Premier Service subscription, we can track your Forward to a Friend button, so you can capture those referrals, add them to your Real Wealth® email list and begin drip marketing to them!

Adam Solano

“We send it out every month to our clients and prospects, and we have received a lot of positive feedback. In fact, a past podcast on life insurance [with John Wheeler] helped me write $60,000 of whole life premium.”

Adam Solano, Grayslake, IL
Get Referrals

Learn Best Practices, Strategies & Sales Ideas

Make yourself a more proficient professional and better business person. The second part of our program is Power Session LIVE, a monthly webinar for you, the professional. We feature the top leaders in the industry, bringing you a taste of MDRT every month, without having to leave your office. Learn more about our featured presenters.

With a Premier Service subscription, you have insider-access to our website, including the full library of Power Session LIVE webinars!

John Davis

“Wow, I have missed out on a lot of business over the last 39 years. This is the best information I have ever received in a webinar!”

John Davis, Moberly, MO
Power Session LIVE
Always hosted on the second Friday of every month at 11:30a.m. ET.