Financial Advisor Marketing Programs

The Academy helps financial advisors get new clients by using Facebook advertising to get them in front of ideal prospects in a no-pressure educational setting.  This format allows them to showcase their knowledge and build a personal connection. We provide all of the materials needed for the class and do all of the digital marketing, all you have to do is find a suitable venue in your local area and give the presentation the day of.

Registrants are recruited for Academy classes using social media marketing and targeted Facebook ads. We design every Facebook digital marketing campaign for the advisor to specifically reach pre-retirees and those in retirement in close proximity to your location.

We use a multi-step email and text messaging (drip marketing) process to remind registrants of their upcoming retirement class and keep it top of mind. This process is automated and requires no action on the part of the financial advisor hosting the class.

Since we recruit class attendees from your local area, they tend to match the types of people that live in your community. We work directly with the financial advisors and leverage our Facebook marketing experience to ensure the digital marketing campaigns reach the higher-value prospects that make the best prospective clients for our advisors.

Unlike dinner seminars, Retirement Wealth Academy classes are designed to educate, not to sell. Everyone in attendance should have an interest in improving their financial knowledge instead of showing up purely for a free dinner with no interest in investing in retirement and the content presented.

The class program includes an opportunity for the instructor to invite all attendees to discuss their individual retirement situation, including stress testing their current portfolio, and accounts and coming up with a unique comprehensive financial retirement plan.