RA was born from inside your industry

FMOs, BDs, RIAs and other groups offer proven digital marketing strategies through RA Marketing.

Andrew Riis is a licensed Advisor. This gives RA an inside look at the advisor’s perspective and an understanding what it takes to convert qualified prospects into appointments.

Both Richy and Andrew worked as Directors at an FMO for many years. They speak the same language you do and they understand what it takes from your perspective to properly support Advisors through all phases of not just marketing, but business.

Finally, Richy and Andrew get the opportunity to partner with some of the largest groups out there, both for captive and independent Advisors. This has allowed us to run thousands of campaigns in this capacity which gives us an unrivaled maturity when it comes to marketing for Financial Advisors.

2000+

Digital Campaigns Run

30million+

ads placed

50000+

registrants/leads produced

3 strategies to choose from with 10 unique options

RA marketing delivers the highest quality, turn-key seminar and lead gen marketing programs for advisors across the US

Digital Seminars

Turnkey, guaranteed seminar marketing

Our Seminar Model leverages technology to get your Advisors qualified seminar attendees for a fraction of the cost of traditional marketing methods. All our programs are territory exclusive, co-branded, and built to help your advisors write more business.

Whether your group is brand new to digital marketing or a seasoned online vet looking to open more territories by adding an additional shelf option, our seminars are automatic and guaranteed to perform.

Highlights: 5 topics, single or double-event campaigns, guaranteed BU results, turnkey, included partner dashboard for easy campaign/agent tracking, customizable around your brands/presentations (or your advisor’s)

Digital Webinar Programs

Turnkey, guaranteed webinar marketing

In a constantly evolving market place, advisors need partners and strategies that keep up with the industry. It’s important, now more than ever, to have an alternative to traditional seminar marketing.

These are people raising their hands asking for answers to their questions.

Highlights: 3 topics – Social Security/Retirement Planning/Medicare T65 and 65+, guaranteed lead results, turnkey, included partner dashboard for easy campaign/agent tracking, customizable around your brands/presentations (or your advisor’s).

Digital Lead Generation

Turnkey, guaranteed lead generation marketing

Some Advisors flat out hate seminars. Some just “don’t have” the marketing budget for them. While others, want multiple marketing strategies going at the same time and need something to supplement their seminar schedule…

Our lead generation strategies produce more than just names on paper. These are people raising their hands asking for custom reports specific to their needs.

Highlights: 3 topics – Social Security/Retirement Planning/Medicare T65 and 65+, guaranteed lead results, turnkey, included partner dashboard for easy campaign/agent tracking, customizable around your brands/presentations (or your advisor’s).

Benefits of partnering with RA

Our distribution partners have commented that working with RA has freed them up to focus on getting product sales issued, recruiting new relationships, in short, growing their business, without sacrificing their client’s marketing needs

Highest ROI in the Industry

We put our money where our mouth is and guarantee our programs. Your Advisors will have extremely quick turnaround times, reliable marketing flow and you’ll see increased business as a result.

Priority on Communication

When you put your name in the logo, there is nowhere to hide…if you are tired of poor communication with other vendors/partners, RA will be a breath of fresh air. We build relationships, not quick bucks.

Flexible and Smooth

We understand that one size does not fit all when it comes to FMO’s, BD’s, and RIA’s and your Advisors. We’ve built our models to perform alongside you so your Advisors feel comfortable and continue to produce.

FAQ

The digital age creates a tedious paradigm for the distribution channel. Keeping up with the latest marketing platforms, strategies, technological integrations, and dynamic client acquisition tools is a mind-boggling endeavor.

Yes, we have a proprietary system we’ve built that gives you all the info you need to stay in the know with your advisors.

Yes, we have the seminar built, as long as it’s a proven presentation the advisor closes on, we will build around it.

Sometimes, yes. Depends on volume. Our programs are priced to sell, so in most cases, your advisors get guaranteed programs that work, that’s usually better than a small discount.

Yes, we coach in 3 ways (as much or as little as needed):

  1. Through the Advisors Toolbox which includes downloads, video walkthrough’s, presentations, sales tactics and more
  2. Through automated emails directly after purchase specific to the program they are running
  3. One-On-One coaching

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