retirement wealth digital platform
A SMARTER, MODERN WAY OF ATTRACTING MORE IDEAL CLIENTS AND BUILDING YOUR DREAM BUSINESS
WHAT IS THE RETIREMENT WEALTH DIGITAL PLATFORM?
We understand that launching and managing digital marketing campaigns can be a challenge for most advisors.
The Retirement Wealth Digital Platform is a 100% done-for-you digital marketing program that uses a low-cost combination of modern digital marketing, live educational classes, online automated workshops, and curated follow-up content to help you get in front of more of your ideal clients.
ONLINE LEAD GENERATION
LIVE EDUCATIONAL CLASSES
AUTOMATED ONLINE WORKSHOPS
OUT WITH THE OLD,
IN WITH THE NEW.
IN WITH THE NEW.
We developed the Retirement Wealth Digital Platform as an answer to the dwindling response advisors were experiencing with traditional marketing methods.
Low performing direct mail, dinner seminars, and expensive media based marketing simply doesn’t work like it used to. Worse yet, is often those who do respond are more interested in free meals or books than an actual financial plan.
FINALLY, DIGITAL MARKETING THAT ACTUALLY WORKS
Our curated content network generates a consistent stream of super low-cost leads in your local market looking for financial advice. Our system automatically builds a database of long-term prospects and sends them contingent offers that result in financial planning appointments with you.
SAY GOODBYE TO
DINNER SEMINARS
DINNER SEMINARS
Our digital hybrid approach completely replaces traditional dinner seminars. We use online mechanisms to market local classes hosted at universities to help you educate prospects and get in front of more qualified prospects. Our platform generates highly qualified registrations for less than $130 per household and boasts an industry low $275.48 average cost per live appointment post event.
ONLINE WORKSHOPS
DELIVERED AUTOMAGICALLY
DELIVERED AUTOMAGICALLY
Our local class workshops are also delivered automatically through the “magic” of our automated technology platform. These educational presentations have proven to be highly effective to produce scheduled appointments right on your calendar, without you actually having to lift a finger.
OUR NATIONAL AVERAGE MARKETING COSTS
$3,300
Our average advertising budget which includes digital ad spend, full-service RSVP concierge services, and printed materials
$127.38
Our average cost per household attendees or buying unit.
$275.48
Our national average cost per appointment with new prospects.
$700K
Our advisors are reporting average assets ranging from $500K to well over $1M+.
SCALE AND GROW YOUR BUSINESS WITH MORE FREEDOM AND EASE.
We’re committed to offering advisors smart and modern ways to grow their advisory practice, and avoid wasting money on costly but worthless traditional marketing ideas.
Our philosophy all along has been if we can help enough advisors be successful in their advisory businesses, then our company will continue to steadily grow as it’s done in the past.
WE KEEP MARKETING COSTS LOW, SO WE CAN PASS THOSE SAVINGS ON TO YOU.
We only offer our digital marketing at wholesale price, which keeps the cost to acquire new clients much lower than the industry average. Unfortunately, most FMO's are better at marketing themselves than helping advisors. Alternatively, advisors may elect to hire an expensive marketing agency that drastically mark up their services.
We are not a FMO nor a marketing agency. We ONLY charge for the hard cost of producing the material and the price of ad buys.
WHAT MAKES THE RETIREMENT WEALTH DIGITAL PLATFORM DIFFERENT?
We wanted to build the industry’s first low-cost digital marketing platform that does all the heavy lifting for you, so you wouldn’t have to lift a finger and you could focus on what you do best – serving more clients.
Nick Davis
Stonebridge Financial Group
"In a world that is becoming saturated with ‘me too’ advertisers flooding the internet and driving costs up, RWA has been really efficient and appears to be doing everything right. The messaging is world class and the materials are impressive."
Michael Kalisch
Kalisch Private Wealth
"Since gaining access to the RWA digital platforms, my personal goal of averaging 500k-1M per month in AUM and 500k-1M in FIA business is completely reasonable and attainable. I closed significant AUM dollars, millions in FIA business (all while doing the right things to help clients reach their goals), and the momentum is just starting."
Abe Ashton
Ashton Wealth
“Throughout the last year my office has been utilizing the RWA digital platform for our seminar marketing and we have averaged about 75% of the workshop attendees requesting an individual meeting. We are very satisfied with the results and continue to be impressed by the ingenuity and dynamic ways RWA continues to evolve in our growing digital market.”
MEET OUR FOUNDER
Hi, I’m Jason. I got into this business at 20 years old and desperately wanted to help people. The industry was broken and people needed good financial advice, but it was really hard to find new clients and build a real business.
Desperate to learn, I got swindled by all the usual suspects looking to take advantage of advisors wanting to grow. After tens of thousands of wasted dollars on really bad marketing products and training, I decided to use my affinity for learning, technology, and teaching to build real marketing frameworks.
Along the way I founded two RIA firms, have won a handful of awards, and after 10 years accumulated over $3 billion of AUM. In 2017 Inc. Magazine named my company the 10th fastest-growing private company in America. I’m passionate about changing this industry. I hate that there are good financial advisors that want to help people, but struggle to connect with the very people that really need their help.
The Retirement Wealth Platform is one of my projects designed to fix this. I hope you’ll join me and the 300+ other advisors that have joined the Retirement Wealth Platform.
LEARN MORE BY REQUESTING A WEB DEMO