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 |