TESTING: PRICING & MEMBERSHIP OPTIONS

Additions:

– If not Standard, PM, or VIP, must remove content from website.

– We’re not liable for content – verify any content older than a year is approved again otherwise schedule to expire or manually take down.

– John / Jeff – look at his notes for other web updates (we at least updated compliance page from compliance approved)

– by continuing your membership, you agree to these terms of service – link

Services

Membership Basic Premier VIP
Professional development
Join live Monthly Power Session LIVE Advisor Training webinars X X X
Periodic additional webinars on industry updates and opportunities X X X
Marketing tutorial library X X X
Advanced Marketing tutorial library X X
Stream replays of all webinars X X
Priority questions during Q&A of all webinars X
Sales tutorial library X
Discounts for unique industry tools & resources X X X
Discount to attend the annual Real Wealth® Advisor Symposium $100 $300 $500
Support Email support Email & phone support Priority email & phone support
Concierge compliance approval service
May depend on your compliance team. Inquire to verify.
X X
Concierge onboarding service X X
Marketing Consultations*
*Additional available to all a la carte
Quarterly Monthly
Marketing content
Weekly & monthly consumer education podcast Streaming Streaming, downloadable .mp3, and transcription Streaming, downloadable .mp3, and transcription
Major Holiday greetings emails & social media posts X X X
Happy Birthday emails X X X
Annual review reminder emails X X X
Happy Anniversary emails X X X
Customizable email templates X X
Marketing calendar X X
Automations
Podcast site updated each week/month X X X
Podcast email & social media posts X X
Major Holiday greetings emails & social media posts X X
Happy Birthday emails X X
Happy Anniversary emails X X
CRM integrations X X
Annual review reminder emails X X
Contacts subscribed to appropriate campaigns X X
Ability to create your own campaigns, design emails, and schedule social media posts X X
Automation bot: Contact-triggered automations X X
Unlimited Real Wealth® System account users X X
Annual review reminder email custom configuration X
CRM integration configuration X
Automation bot configuration X
Concierge event campaign
*Additional available to Premier & VIP Members a la carte
1 included annually
Engagement
Includes 1,000 contacts in your account
Billed at $20/mo for each additional 1,000
X X
Advanced analytics X X
Lead scoring technology X X
Embeddable podcast player widget X X
Lead capture tools on podcast player (site & widget) X X
List segmentation X X
Contact self-subscribe tool X X
Lead notification system X X
Form builder – hosted or embeddable X X
Lead notification system configuration X
Form builder configuration X
Consumer leads collected by Real Wealth® X
Sales Intel Engine 30 day free trial X
Coming soon: Facebook/Google ad tool X
Coming soon: BANK code system integration X