UP YOUR MARKETING GAME

Keep in touch… without touching.

Angela Silbernagel
Director of Marketing
NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg
 Part 1: FOR CONSUMERS

Educate, inspire and motivate

clients to take action with you.
NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg
 Keep clients engaged.

Testimonials herein may not be representative of the experience of other customers, do not guarantee of future performance or success, and no participants have been compensated for their testimonial.
NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg
 Pre-approved by compliance

Testimonials herein may not be representative of the experience of other customers, do not guarantee of future performance or success, and no participants have been compensated for their testimonial.
NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg
 The proof is in the results.

Testimonials herein may not be representative of the experience of other customers, do not guarantee of future performance or success, and no participants have been compensated for their testimonial.
NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg
Take it to the next level with Premier Service
Personalized without compromising automation.

Testimonials herein may not be representative of the experience of other customers, do not guarantee of future performance or success, and no participants have been compensated for their testimonial.
NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg
Take it to the next level with Premier Service
Automated.

68 total
touches
Testimonials herein may not be representative of the experience of other customers, do not guarantee of future performance or success, and no participants have been compensated for their testimonial.
NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg
Take it to the next level with Premier Service
Engaging.

Testimonials herein may not be representative of the experience of other customers, do not guarantee of future performance or success, and no participants have been compensated for their testimonial.
NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg
Take it to the next level with Premier Service
Concierge Setup
Our team ensures your service is up, running and working for you as soon as possible.

Marketing Consultation &

Professional Implementation

Testimonials herein may not be representative of the experience of other customers, do not guarantee of future performance or success, and no participants have been compensated for their testimonial.
NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg
The value of Premier Membership:
Done for you Our team implements & automates campaigns for you.

Testimonials herein may not be representative of the experience of other customers, do not guarantee of future performance or success, and no participants have been compensated for their testimonial.
NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg
Take it to the next level with Premier Service
Drive traffic.

Testimonials herein may not be representative of the experience of other customers, do not guarantee of future performance or success, and no participants have been compensated for their testimonial.
NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg
Take it to the next level with Premier Service
Customizable.

Testimonials herein may not be representative of the experience of other customers, do not guarantee of future performance or success, and no participants have been compensated for their testimonial.
NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg
Take it to the next level with Premier Service
Integrated.
Market to the right people for the right things.

Testimonials herein may not be representative of the experience of other customers, do not guarantee of future performance or success, and no participants have been compensated for their testimonial.
NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg
Take it to the next level with Premier Service
Effective.

Testimonials herein may not be representative of the experience of other customers, do not guarantee of future performance or success, and no participants have been compensated for their testimonial.
NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg
Take it to the next level with Premier Service
Referable.

Testimonials herein may not be representative of the experience of other customers, do not guarantee of future performance or success, and no participants have been compensated for their testimonial.
NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg
The value of Premier Membership:
Advanced Marketing Capabilities & Reports

Testimonials herein may not be representative of the experience of other customers, do not guarantee of future performance or success, and no participants have been compensated for their testimonial.
NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg
Take it to the next level with Premier Service
Intuitive.

Automation Bot
for a new
subscriber

NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg

Take it to the next level with Premier Service
Organized.

Automation Bot
for tracking
seminar RSVPs

NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg

Take it to the next level with Premier Service
Productive.

Automation Bot
for following up
with leads

NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg

Laser-focused target marketing
Sales Intel Engine

NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg

Features to look forward to
• NOW: All Real Wealth® messaging is BANKified
• SOON: Full BANK code AI integration
• LATER: Facebook & Google ads

Robin Edgar
Buyology Specialist
Testimonials herein may not be representative of the experience of other customers, do not guarantee of future performance or success, and no participants have been compensated for their testimonial.
NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg
Service options through your Membership

Basic Service: Premier Service:

FREE DISCOUNT
$0 setup fee $149 setup fee
$0/month $99/month

Testimonials herein may not be representative of the experience of other customers, do not guarantee of future performance or success, and no participants have been compensated for their testimonial.
NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg
 Text HOWDY to (262) 217-0414 to get started with Premier for $1

Part 2: FOR PROFESSIONALS

An interactive monthly sales idea webinar series

featuring top advisors and industry specialists.
Consistently rated 4.8 out of 5 stars by your peers.
NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg
 Text HOWDY to (262) 217-0414 to get started with Premier for $1

Testimonials herein may not be representative of the experience of other customers, do not guarantee of future performance or success, and no participants have been compensated for their testimonial.
NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg
 Text HOWDY to (262) 217-0414 to get started with Premier for $1

Testimonials herein may not be representative of the experience of other customers, do not guarantee of future performance or success, and no participants have been compensated for their testimonial.
NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg
 Text HOWDY to (262) 217-0414 to get started with Premier for $1

Testimonials herein may not be representative of the experience of other customers, do not guarantee of future performance or success, and no participants have been compensated for their testimonial.
NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg
 Text HOWDY to (262) 217-0414 to get started with Premier for $1

Testimonials herein may not be representative of the experience of other customers, do not guarantee of future performance or success, and no participants have been compensated for their testimonial.

NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg

 Text HOWDY to (262) 217-0414 to get started with Premier for $1

Bonus resources from

NAIFA ClientCast®
during this pandemic

NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg

 Text HOWDY to (262) 217-0414 to get started with Premier for $1

Hire Real Wealth® to send out your

COVID notice to your clients.
• Clients need to hear from you regularly, especially in times like these.
• Educate clients on how to deal with this economic environment from
reliable sources (Van Mueller, David McKnight, Tom Hegna).
• SPECIAL! We will help you send out a COVID email at no extra charge
(normally $49 for custom work).
• Email draft included, personalized to you, submitted to compliance for
you, & sent for you. Sign up in survey
May 2020 RealWealthMarketing.com Info@RealWealthMarketing.com (262) 626-2590 @RealWealthMktg
For Broker Dealer / RIA / Financial Professional use only. Material provided by third-parties is for educational purposes only and is not intended to be a financial recommendation suitable for any particular investor, nor is it to be relied on as a
recommended financial strategy. The recipient of such information should refer to their managing member firm or regulating entity prior to engaging in any financial strategy. Real Wealth® Marketing cannot verify the accuracy of, nor assume
responsibility for any content of linked third-party information.
The Highlights
• 8 modules, available on-demand, of how to become a
successful virtual agent Barry Brooksby
• Over 35 lessons that are ‘to the point’ with step by step Creator of Amazing Life Agent.
99% virtual for 10 years.
action items
• Be able to work with clients in any state, while you’re in
any country.

Topics you’ll be trained on: Exclusive Real Wealth® Discount: $1,797

• Taking your business online and going virtual • Retail cost: $2,997
• Digital marketing • Offer extended to end of day today!
• Technology and online tools
• And much, much more. Sign up in survey

NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg

Need help with technology?
Ask about their:
• IT Checklist • Password manager
• What you should have in place to be able to be secure • VOIP phone system
and efficient while remote • Remote filing system
• Free 1-hour consultation
• Review your current technology and IT systems
• Discuss room for improvement Sign up in survey

NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg

 Connect Health + Wealth
“We care about your health and your wealth.”
• 4 oz bottles of branded hand sanitizer
• 60 bottles per case
• Real Wealth® Advisor brand:
• $6/bottle
• Minimum order: 1 case
• Shipping & handling: $26/case
• Your personal brand:
• $7.50/bottle
• Minimum order: 15 cases
• Discounted shipping & handling

NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg

 What’s next on
May 21st: Bonus session on mortgages & the PPP Pending compliance approval

June 12th: Market

update with Mark Eibel Director Pending compliance approval

of Client Investment Strategies

Host
Jim Silbernagel CFP®, CEPS, LUTCF

NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg

 Questions?
Text
HOWDY
to (262) 217-0414 to get started
with Premier for $1
NAIFAClientCast.com Info@NAIFAClientCast.com (262) 626-2590 @RealWealthMktg