KEWASKUM, Wis., July 10, 2019 /PRNewswire/
-- Real Wealth® Marketing ("Real Wealth®"),
a leading provider of educational marketing content, and Redtail
Technology ("Redtail"), a leading provider of client relationship
management (CRM) solutions, now offer a seamless, turnkey marketing
experience for insurance and financial professionals.
"We're excited for this integration and are proud to be 100%
turnkey for advisors." - Kayla
Joosse, Content Quality Manager at Real Wealth®.
Real Wealth® offers compliant drip marketing content
that motivates consumers to take action with their financial
professional. Instead of using industry jargon which often confuses
consumers into a standstill, Real Wealth® simplifies topics
including basic estate planning, budgeting, long term care, and
taxes, so that consumers can understand their needs and feel
empowered to ask the right questions.
Redtail CRM allows advisors to capture important client data to
make the most of every appointment. With this integration, advisors
will be able to market to the right people at the right time using
their data from Redtail, paired with the Real Wealth®
proprietary marketing system, which was built by advisors, for
advisors in 2016.
These tools together offer invaluable analytics, including hot
lead scoring, which notifies advisors when and what their prospects
are most likely to buy.
"We're taking the guess work and manual management out of
marketing. Advisors will have more time to take care of clients and
to pursue new prospects." – Angela
Silbernagel, Director of Marketing at Real Wealth®
The Real Wealth® and Redtail Integration Tour is
scheduled Tuesday, August
6th at 2pm ET.
Learn more at https://realwealthmarketing.com/redtail.
About Redtail Technology
Founded in 2003, Redtail Technology is a leading provider of
web-based Client Relationship Management (CRM), compliant text
messaging solutions (Redtail Speak), paperless office, and email
archiving solutions in the financial services industry. The company
is dedicated to helping advisors efficiently grow their firms by
providing them with the core technologies that drive their
day-to-day operations, offering low cost and easy to implement
applications and integrating with many of the industry's most
widely used applications. As a pioneer in the financial technology
industry, Redtail is committed to providing advisors exceptional
customer service and strives to contribute in meaningful ways to
its local communities in California, Arizona and Georgia. For more information,
visit www.redtailtechnology.com.
REDTAIL CONTACT INFORMATION
Abbie Sheridan
FiComm Partners
abbie.sheridan@ficommpartners.com
(917) 636-4803
About Real Wealth® Marketing
Real Wealth® Marketing produces educational marketing
content featuring industry greats such as Tom Hegna and Van
Mueller to encourage consumers to do business with their
financial professional. Real Wealth® is built for busy
advisors who want to maintain a strong personal relationships with
their clients and prospects in a meaningful way. The system
leverages technology to offer a turnkey, compliant drip email and
social media marketing solution. For more information, visit
https://realwealthmarketing.com.
REAL WEALTH® MARKETING CONTACT
INFORMATION
Jade Paczelt
Real Wealth® Strategic Partnership Manager
217857@email4pr.com
(262) 626-2590
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SOURCE Real Wealth