The new Real Wealth® Redtail integration

Real Wealth® Marketing (“Real Wealth®”), a leading provider of educational marketing content, and Redtail Technology (“Redtail”), a leading provider of client relationship management (CRM) solutions, now offer a seamless, turnkey marketing experience for insurance and financial professionals.



 “We’re excited for this integration and are proud to be 100% turnkey for advisors.” – Kayla Joosse, Content Quality Manager at Real Wealth®.

Real Wealth® offers compliant drip marketing content that motivates consumers to take action with their financial professional. Instead of using industry jargon which often confuses consumers into a standstill, Real Wealth® simplifies topics including basic estate planning, budgeting, long term care, and taxes, so that consumers can understand their needs and feel empowered to ask the right questions.

Redtail CRM allows advisors to capture important client data to make the most of every appointment. With this integration, advisors will be able to market to the right people at the right time using their data from Redtail, paired with the Real Wealth® proprietary marketing system, which was built by advisors, for advisors in 2016.

These tools together offer invaluable analytics, including hot lead scoring, which notifies advisors when and what their prospects are most likely to buy.

“We’re taking the guess work and manual management out of marketing. Advisors will have more time to take care of clients and to pursue new prospects.” – Angela Silbernagel, Director of Marketing at Real Wealth®

Find Real Wealth® featured on the Redtail Partners website and in the Redtail What’s New{s}letter in the Integration section.

Take the Real Wealth® and Redtail Integration Tour

About the integration:

    • Invaluable analytics: learn what your prospects are interested in before you meet with them.
    • Automatic marketing: drip-market your new prospects without extra effort.
    • Relationship growth: keep in touch with your clients and prospects in a meaningful way.
    • Clean, correct data: no more double-entering data, or having to remember to add new prospects to your marketing lists.

Get the full details on how this integration works.


New to Real Wealth®?

Schedule a call to learn more about how the new Redtail integration will help you save time and get more appointments.

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Already a Member?

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About Redtail Technology

Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry’s most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona and Georgia. For more information, visit



Abbie Sheridan
FiComm Partners
(917) 636-4803


About Real Wealth® Marketing

Real Wealth® Marketing produces educational marketing content featuring industry greats such as Tom Hegna and Van Mueller to encourage consumers to do business with their financial professional. Real Wealth® is built for busy advisors who want to maintain a strong personal relationships with their clients and prospects in a meaningful way. The system leverages technology to offer a turnkey, compliant drip email and social media marketing solution. For more information, visit



Jade Paczelt
Real Wealth® Strategic Partnership Manager
(262) 626-2590

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