PERSONAL PRODUCERS
Both Andrew Riis and Richy Hirtle are currently active licensed Producers. That gives RA an inside look at the advisor’s perspective and an understanding of what it takes to convert qualified prospects into appointments.
FMO DIRECTORS
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.
MARKETING PARTNERS
Finally, RA has the opportunity to partner with some of the largest groups out there, both for captive and independent Advisors. This allows us to run thousands of campaigns each year which gives us an unrivaled maturity when it comes to marketing for Financial Advisors.
Partner with RA as a vendor option for your producers OR contact us to learn more about our custom / exclusive marketing options
SEMINAR MARKETING
SEMINAR MARKETING DETAILS
Seminar Style Options:
Restaurant (lunch, dinner, etc.)
Educational (library, college, etc.)
Targeting:
Men & Women
Ages 55+
Topic Options:
Social Security
Retirement Planning
Tax Planning
Estate Planning
Medicare
Custom (must be approved by RA)
Order Timeline:
3 weeks minimum prior to week of event
We take care of all the marketing so you can focus on the presentation and prospects.
We will never market the same program in the same market at the same time. Become known to your audience and keep your competition out.
We have run our content through 50+ compliance departments with no problems - we know the rules and we stick to them.
Whenever someone registers, you'll get an email in real-time with their info - in that email is also a link to a live roster we add everyone to for you to follow.
Then, each new RSVP will get emails and texts from you confirming them leading up to your event(s).
We come to the table with proven assets and processes but this is your event - you are in charge of converting the people we put in front of you. We'll work alongside you to make this the most successful event you've ever had.
We have run thousands of campaigns over the years and work with some of the top Advisors in the country. We know what works and we are happy to share the wealth.
WEBINAR MARKETING DETAILS
Webinar Style Options:
Automated (pre-recorded video)
Live (present live via Zoom, Webinar Jam, etc.)
Targeting:
YouTube available
Men & Women
Ages 55+
Larger Territories (big cities, full states, time zones, etc.)
Topic Options:
Social Security
Retirement Planning
Tax Planning
Estate Planning
Medicare
Custom (must be approved by RA)
Order Timeline:
4 weeks minimum prior to week of event for 1st order
2.5 weeks min prior to week of event for return orders
We take care of all the marketing so you can focus on the presentation and prospects.
Don't get overwhelmed by the video recording process. If you choose to pre-record, we'll help make this the easiest part - we'll even edit in music, countdown timers, intro slides and more!
We have run our content through 50+ compliance departments with no problems - we know the rules and we stick to them.
Once prospects rsvp, we'll send them texts and emails to confirm them. Then, after the event, we'll help convert no-shows into appointments by sending them through the included replay follow up.
We come to the table with proven assets and processes but this is your event - you are in charge of converting the people we put in front of you. We'll work alongside you to make this the most successful event you've ever had.
We have run thousands of campaigns over the years and work with some of the top Advisors in the country. We know what works and we are happy to share the wealth.
LEAD GEN MARKETING
LEAD GENERATION DETAILS
Lead Generation Style Options:
Name and email leads
Name, email, phone, zip code, and up to 6 qualifying
question leads
Targeting:
Facebook Ads
YouTube available
Men & Women
Ages 55+
Larger Territories (big cities, full states, time zones, etc.)
Topic Options:
Social Security
Federal Benefits for FED Employees
Retirement Planning
Tax Planning
Medicare
Custom (must be approved by RA)
Order Timeline:
Start receiving new leads in as little as 5 business days
We take care of all the marketing so you can focus on the presentation and prospects.
Leads are all sent to a full roster that houses all contact info and their answers. If you are using our automation software, we can integrate straight into that, making your f/u process a breeze.
We have run our content through 50+ compliance departments with no problems - we know the rules and we stick to them.
Once a new person converts into a lead, we'll email and text them a couple tims to point them to you and your calednar for appointment.
We have run thousands of campaigns over the years and work with some of the top Advisors in the country. We know what works and we are happy to share the wealth.
AUTOMATED
MARKETING
Join 1,000+ users and use automation paired with UNLIMITED text, email, video, and voicemail to never miss another opportunity!
CREDIBILITY
MARKETING
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):
Through the Advisors Toolbox which includes downloads, video walkthrough’s, presentations, sales tactics and more
Through automated emails directly after purchase specific to the program they are running
One-On-One coaching